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$Meta Platforms, Inc.(META)$ Anthropic just came out saying they have a new agentic LM to try to compete with MUSE, but they still don't have MET's massive lineup of DAU apps like Facebook, Instagram, WhatsApp, MUSE, Ray Bans, and the billions of daily active users that come with them.

Anthropic is also likely going to charge 5-10x what MUSE charges for pro developers and retail use, so that brief drop from a few minutes ago probably won't last more than 15 minutes while the algo quant shorts bury themselves again.

I added another 2k shares into the Q call.

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