Oracle is mentioned as having big ambitions in the cloud and compute space, alongside Microsoft and Nebuis.
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META MUSE | Amazon Robots | TESLA Roadster Recap Show
Sep 25, 2026
The creator discusses Meta's new AI assistant, Muse, from an investor's perspective, noting its brilliant presentation and potential as a future platform. However, they express skepticism about its long-term user adoption and potential to cannibalize Meta's existing ad business, predicting the initial hype will fade. The creator also touches on AI's impact on compute demand and mentions some retailers blocking Muse.
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Microsoft had a strong week with its revamped enterprise Copilot, which is seen as a significant advancement and a key player in the AI space, despite struggles in its video game division.
Nvidia's stock remained flat this week, but Elon Musk's XAI is looking to significantly increase its reliance on Nvidia's data center infrastructure by year-end.
Netflix shares are trading around $71, with HSBC suggesting it may lose ground to YouTube, while the creator questions its original content strategy.
Tesla's Roadster was briefly mentioned as a topic for a recap show.
Apple is expected to be a competitor in the VR glasses market alongside Meta, Amazon, and Google.
Shopify is partnering with Meta's Muse, which could create a competitive imbalance, though Shopify and Amazon often work in tandem.
Amazon's ad business could be impacted by AI agents like Meta's Muse, and the company is also developing robots.
Meta Platforms (META) saw a significant stock increase driven by its AI strategy and the launch of Muse, but the creator believes the initial hype will fade and questions its long-term impact on the core business.
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