Saanya Ojha, Partner @ BCV
Meta's Q3 earnings reveal aggressive capex ($135–145B annually) driving Muse toward product-market fit (10M+ US/Canada signups, 25% DAU), positioning AI agents as a transaction layer—not subscription—with commerce as the wedge and enterprise as the growth lever, while forcing the company to monetize far faster than its historical playbook allowed.
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Topics: AI (Horizontal) · Media & Entertainment · Marketplaces
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