Meta的新AI助手Muse在该公司年度Connect大会上成为焦点，首席执行官马克·扎克伯格明确表示，Facebook的母公司计划将AI功能推向各个角落。

在TechCrunch《Equity》播客的最新一期中，Kirsten Korosec、Sean O’Kane和我讨论了Meta的AI公告似乎在一周时间内抢走了OpenAI和Anthropic发布新模型的风头。

当其他大型AI公司专注于编程和企业工具时，看到Meta反其道而行之，采取以消费者为重点的策略，并推出了一款Meta坚称仅限成年人使用的可爱、类似“拓麻歌子”风格的AI设备，确实令人有些惊讶。但正如Kirsten所指出的那样，这可能正是发挥了Meta的优势所在。

Sean亲自试用了Muse，虽然他很高兴这个助手真的帮他找到了一些无人认领的款项，但他形容这一功能更像是“一种派对上的小把戏”，而不是能够推动持续使用的东西。此外，还存在用户是否信任Meta的AI处理敏感信息的问题。

“Meta的业务就是向你出售广告，”Sean说。“是的，他们会辩称他们了解你的越多，广告就会越精准、越有趣——等到我们进入那种狂热梦境时再叫醒我吧。”

继续阅读我们对完整对话的预览，内容已进行删减和润色以提高长度和清晰度。

Kirsten Korosec：那么，你如何看待Muse？这是Meta刚刚发布的一款全新个人AI助手，显然押注于消费者市场——这与你刚才描述的格局如何契合？毕竟，其他前沿AI模型公司都在企业领域看到了机会和业务空间。因为他们的年度大型活动Meta Connect刚刚举行，而他们All-in Muse的意图非常明显。

Anthony Ha：这确实让我感到头晕目眩，因为感觉我们一直在讨论的正是向企业领域的转变——并非 exclusively（排他性地），但毫无疑问，资金和注意力都流向了那里。

也许部分原因在于这些不同公司的相对地位——OpenAI和Anthropic在许多方面都处于领先地位，而且它们计划在今年或明年（就OpenAI而言）上市。因此有一种感觉是，“我想我们现在必须真正开始赚钱了。”并不是说它们还没有赚钱，而是因为成本如此高昂，估值也如此之高，它们必须以这种前所未有的规模来盈利。我认为它们将企业市场视为实现这一目标的路径。

而我想知道Meta出于各种原因是否看到了不同的机会。我内心有一部分在想：“等等，难道它们没收到备忘录吗？”但更善意地说，你可以认为，“既然OpenAI和Anthropic正朝那个方向前进，那么也许Meta在打造更亲民的用户端版本并继续在消费者侧推进AI方面拥有更多机会。”

Kirsten：我的意思是，我们可以整天抱怨、批评或剖析Meta，但它们非常擅长并且有既定的记录将自己嵌入普通人的日常生活中。我的意思是，Facebook之所以拥有如此多的用户是有原因的——Instagram、WhatsApp。而且我从未真正将它们视为企业产品。所以我认为它们继续在消费者领域发力是明智之举。

Sean，你已经试用过Muse了，它已经推出几周了。我想知道你的印象如何，以及你是否看到它在成为你生活各个部分的一部分方面取得成功。

肖恩·奥凯恩：我的意思是，并不完全是这样。我理解为什么有些人会这么想。我相信很多人也明白这一点，但这大致相当于Meta从头构建的一个版本，类似于我们在几个月前讨论过的OpenClaw应用在iPhone或Android上的形态，Meta当时出去收购并整合了那群人的工作。那是第一次让人惊呼“天哪，这些智能代理在我外出时竟然能帮我做这么多事情，我只要跟它发短信，就能让它控制我的整个电脑”。其中有很多相同的元素在起作用。而把它握在手中，通过一个作为界面、表现相对不错的聊天机器人应用来交互，它确实显得相当强大。

我使用它的第一个功能之一是——因为它会为你提出很多它能做的事情的建议，其中有一条是“我会扫描看看你是否有任何未认领的资金”，我觉得人们通常根本不会想到这一点，而且往往会完全错过，因为名下没有多少未认领的财产资金。不出所料，居然有一些是属于我的。

它在我第一天就帮我赚到了一些钱，这相当酷。如果不是因为这个应用提示我去做这件事，我本来是不会去做的。现在有一张支票正在通过邮寄方式寄给我。太棒了。[但是] 这种情况很快就结束了，对吧？这是一次性的机会，但它并不是可以重复使用的功能。这更像是一个展示性质的“把戏”。

柯尔斯滕：我的意思是，你刚刚推翻了自己的论点。我不明白它怎么会不变得极其受欢迎。

肖恩：更可持续的版本，以及Meta在过去几天里大力宣传的内容，是将这个想法应用到你真实的、真正的日常财务状况中，比如把你的信用卡信息、Gmail账户等所有这些信息都交给它，做一些我们见过其他公司做过的事情，比如Rocket Money之类的，它会帮你取消你不使用的订阅或识别重复收费，坦白说，这些本来就该由信用卡公司去做的。

而在那一点上，你就会撞上Meta的信任壁垒。我认为我愿意探索这一点并好奇地继续使用它——甚至直到今天——的一个原因是，令人惊讶的是，当我下载它时，我原本以为它会立刻提示我，把我直接接入Threads、Instagram和Facebook（虽然我根本不用这些），并立即调取那些上下文。

但它没有这样做。起初它像对待陌生人一样与我互动，这让我更愿意使用它，因为我不觉得Meta已经对我了如指掌。但你可以看到，随着你开始使用它，它确实试图抓住你并将这些数据拉入系统，以便它能学习关于你的所有这些信息。

我不知道我是否会像以前那样信任Meta。我觉得时机对我来说很有趣，我刚升级了iPhone并使用了新的iOS以及真正能用的新Siri，它能够以一种令人惊讶且有帮助的方式控制你的手机，这是它以前从未做到过的。[我一直在] 思考过去一周我使用它的频率，以及如果有一个由Siri驱动的Muse版本来处理这些信息，我会愿意到何种程度，因为我更信任Apple处理这些敏感信息，不仅从网络安全角度信任它，还因为它的商业模式不是向我推销一堆糟糕的广告。

Meta的商业模式是向你推销广告。是的，他们会争辩说他们了解你越多，广告就会越准确、越有趣——等我们进入那种狂热梦境时再叫醒我吧。

除了我获得的那笔一次性资金杠杆，那确实很棒之外，我觉得自己并没有找到其他真正有用的东西——除了正如安东尼所指出的那样，它在与你的互动中确实被刻意打造得偏向消费级体验，对此我认为这确实帮助了它，也是人们如此热衷于谈论它的原因。

Meta’s new AI agent Muse took the spotlight at the company’s annual Connect event, where CEO Mark Zuckerberg made it clear that Facebook’s parent company plans to push AI features everywhere .

On the latest episode of TechCrunch’s Equity podcast , Kirsten Korosec, Sean O’Kane, and I discussed Meta’s AI announcements seemed to steal the spotlight during a week of new model launches from OpenAI and Anthropic.

With other big AI companies focused on coding and enterprise tools, it was a little surprising to see Meta move in the opposite direction, with a consumer focus and a cute, Tamagotchi-style AI device that Meta insists is for adults only . But as Kirsten noted, this could be playing to Meta’s strengths.

Sean tried Muse for himself, and while he was pleased that the agent actually found him some unclaimed money, he described the feature as more “a party-trick type thing,” rather than something that will drive ongoing usage. Plus, there’s the question of whether users can trust Meta’s AI with sensitive information.

“Meta’s business is to sell you ads,” Sean said. “And yes, they’ll make the argument that the more they know about you, the more accurate and interesting the ads will be — wake me up when we get to that fever dream.”

Keep reading for a preview of our full conversation , edited for length and clarity.

Kirsten Korosec: So how do you put Muse, which is this new personal AI agent that’s just been released by Meta and [is] clearly a bet on consumer — how does that fit into what you just described, at least with other frontier AI model companies seeing opportunity and business within enterprise? Because Meta Connect, which is their big annual event, just happened, and they are all-in on Muse, that is very clear.

Anthony Ha: That was definitely very head spinning for me, because it certainly feels like what we’ve been talking about has been this shift towards enterprise — not exclusively, but certainly that’s where the money, the attention is going.

Maybe some of that is because of the relative position of these different companies — OpenAI and Anthropic are in the lead in a lot of ways, but also, they’re planning to go public either this year, or next year in the case of OpenAI. And so there’s this feeling of, “I think we’ve got to actually make money now.” Not to say that they’re not making money [already], but because the costs are so high and the valuations are so high, they have to make money on this scale that’s essentially unprecedented. And I think they’re seeing enterprise as the way to do that.

And I wonder if Meta, for a variety of reasons, sees a different opportunity. There’s a part of me that’s like, “Wait, did they not get the memo?” But I think more charitably, you could say, “Well, if that’s where OpenAI and Anthropic are going, then maybe there is more of an opportunity for Meta to make the more consumer-friendly [version and] continue advancing AI on the consumer side.”

Kirsten: I mean, we can complain about or criticize or critique Meta all day long, but they’re very good and have [an] established track record of embedding themselves in everyday people’s lives. I mean, there’s a reason why Facebook has so many users — Instagram, WhatsApp. And I’ve never really thought of them as an enterprise product anyway. So I think it’s smart for them to continue to push on the consumer piece.

Sean, you’ve already tried Muse, which has already been out for a couple weeks. And I’m wondering if you see what your impression is, and if you see it being successful in the bid to become part of every part of your life.

Sean O’Kane: I mean, not really. I understand why some people think that is going to be the case. I’m sure a lot of people understand this, but this is roughly Meta’s kind ground-up version of an on-your iPhone, or on your Android, app of OpenClaw, which we talked about a couple months ago, which Meta went out and basically bought and integrated those folks’ work. It was the first big explosion of like, “Holy smokes, these agents can do all this stuff for me while I’m out and about, and I can just text with it and let it control my whole computer.” There’s a lot of the same elements of that at play. And having it in your hand, on an app that works like a relatively good chatbot as the interface, it does seem pretty powerful.

One of the first things that I did with it was — because it makes a bunch of suggestions for you, as to things that it can do, and one of them was, “I’ll scan to see if you have any unclaimed funds,” this thing that I think no one ever really thinks about and often is going to completely miss, because there’s just not a lot of unclaimed property funds out there in your name. Surprise, surprise, there were some for me.

It helped me make some money on my first day, and that was pretty cool. I wouldn’t have done that if I hadn’t been prompted by this thing to do it. And there’s a check on its way to me in the mail. Fantastic. [But] that ends pretty quickly, right? That was a one-time shot, but it’s not a thing that’s repeatable. That’s more like a party trick-type thing.

Kirsten: I mean, you just killed your own argument. I don’t see how that wouldn’t become wildly popular.

Sean: The more sustainable version of that, and the thing that Meta’s talked up a lot over the last couple of days, is taking that idea and applying it to your real, true everyday financials, like giving it your information for your credit card, your Gmail account, all this other stuff, do things that we’ve seen other companies do, like Rocket Money or whatever, where it’ll go cancel subscriptions that you’re not using or identify double charges, things that frankly the credit card company should be doing already.

And at that point you just run into that trust wall with Meta. I think one of the reasons that I was willing to explore this and was curious to stick with it a little bit — even through to today — is that somewhat shockingly, when I downloaded it, I just assumed that it would like really instantly prompt me and like plug me right into Threads, Instagram, Facebook, which I don’t really use ever, and pull up that context immediately.

But it didn’t. And it was working with me like I was a stranger at first, which made me more willing to use it, because I didn’t feel like Meta had everything on me already. But you can see, as you start to use it, it really tries to grab you and pull those things into the system, so that it can learn all this stuff about you.

I don’t know that I will ever trust Meta the same way. I think it’s an interesting timing for me, having just upgraded my iPhone and getting onto the new iOS with the new Siri that actually works and can do some controls on your phone in a way that is surprising and helpful, that it’s never been able to do. [I’ve been] thinking about how much I’ve been using that over the last week and how much more how much more willing I would be to have the Siri version of Muse take that information, because I just trust Apple more with that really sensitive information and not only trust it with the information from a cybersecurity perspective, but from the fact that its business is not to sell me a bunch of crappy ads.

Meta’s business is to sell you ads. And yes, they’ll make the argument that the more they know about you, the more accurate and interesting the ads will be — wake me up when we get to that fever dream.

And beyond the one-time money lever that I got, which was great, I don’t feel like I’ve found anything else that’s really all that useful — other than the fact that it is, to Anthony’s point, really tailored at keeping it sort of consumer-y in your interactions with it, with which I do think helps it and is why people are talking about it so much.