Source: Daring Fireball
Meta's ability to launch an AI app directly into the #1 position on iPhone charts—leveraging its massive user base and distribution advantages—reveals how AI adoption now depends less on capability debates and more on friction-free access tied to existing ecosystems. Consumer AI competition has shifted to a platform-lock game where Meta's 3 billion users and native integration into Instagram/WhatsApp become the real moat. For brands targeting the New Consumer, this means attention and data will increasingly flow through Meta's stack regardless of whether Muse is objectively superior.