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The whole Muse conversation gets back to the value of personalized AI. I expect that in the coming years a high percentage of consumers will pay $10–20 per month for its features. If these agents ultimately become as powerful as I expect, subscriptions alone will have a material impact on $META, $AAPL, $SPCX, and, to a lesser extent, $GOOG. https://t.co/aly95IBac1