David Hoffman

Muse for SMBs might be the most underrated story in consumer agents right now They have near-infinite consumer distribution at very low cost, with a base of 3.64 billion daily active users across Meta apps But even more importantly, more than 500M SMBs use Meta for marketing. If Meta gives agent discoverability (preferred or not) to that SMB base, it could be a huge boost, especially for local businesses who can hyper-target users with urgent purchase needs Meta said in their Q3 earnings calls (and in blog posts prior) that they plan to build an ecosystem of connectors for SMBs in Muse - analytics across your Meta accounts plus QuickBooks, Canva, Stripe, etc. Many of these businesses are already trusting Meta with their growth / ad dollars - I could see Muse becoming almost a nervous system for SMBs that allows Meta to capture more and more of their activity over time Shopify has already leaned into this (@tobi) - Muse can search across the Shopify catalog and complete purchases for consumers, and businesses can manage their Shopify store in Muse via a connector And, the early Muse user base has shown a willingness to purchase via agents. 25% have completed a transaction via Muse, with average purchase size over $200. And, the top activity on Muse is shopping Very curious to see what comes next here, especially with holiday gifting on the horizon 👀