Could AI Agents Cut Apple Out of the Checkout? Analyst Flags Meta’s Muse Threat

She noted that Apple is pursuing on-device AI while Muse faces growing competition from OpenAI and several other agentic AI platforms. “Is it at risk?

Yeah. Is it Muse who does it?

I think that’s that’s the big question,” she said. See More: Top Value Stocks Traders Question Near-Term App Store ImpactAnother contributor questioned how much Muse could actually hurt App Store economics.

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