TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
←
▶ 38:25 · $NVDA · Laura Bratton sees Nvidia's Hugging Face robotics as modest but strategic
episode briefing
The Information

Meta Debuts New Agent ‘Muse,’ OpenAI’s Math Drama & White House AI Whitelist Confusion

2026-09-10 · 2 company · 2 thematic
sentiment
1 bull0 bear1 neu
speakers
jaya gupta

Partner at Foundation Capital who has been testing Meta's Muse AI agent and shares impressions of its capabilities, safety, and potential impact.

laura bratton

Writes the Applied AI newsletter for The Information, reporting on enterprise AI adoption, coding agents, and frontier model competition.

quote
“Yeah. So, I think it's worth pointing out that the robotics push could contribute to Hugging Faces revenue, but it's not necessarily a massive, you know, tailwind for Nvidia. So, they've sold so far about 15,000 of these ducks. Then um whe…”
—laura bratton
now playing · $NVDA
$META···bullish· highjaya gupta
Jaya Gupta believes Meta's Muse agent will be a big win and justify capex
He argues that Meta's Muse agent demonstrates strong capabilities like negotiating apartments and integrating apps, and that its safety architecture and paid tiers will make the i…
$NVDA···neutral· mediumlaura bratton
Laura Bratton sees Nvidia's Hugging Face robotics as modest but strategic
She notes that while Hugging Face's robotics revenue is small relative to Nvidia's scale, the acquisition offers strategic entry into consumer AI devices and aligns with Nvidia's…