A post points to PayPal, Shopify, Expedia and Instacart as pieces of a commerce ecosystem around Muse. Its thesis: an AI agent could become the starting point for shopping, travel and groceries, bringing Meta closer to purchase intent while merchants supply products and payment companies process transactions. Adoption, trust and repeat purchases would determine how big that becomes.

A separate post sharing a bepresearch.com analysis argues that Muse's rally may have bought the wrong layer. The linked analysis says it modeled a billion agent users and that the investment case turns on activity, token costs and trust.