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▶ 13:45 · $META · Jaya Gupta believes Meta's Muse agent will be a big win and justify capex
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 I I think I think this will be Meta's big win. Um yeah, I think this will definitely be Meta's Okay. And all the capex will be worth it because they hopefully they've got paid tiers, too. So, we we need those we need those to catch on.”
—jaya gupta
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