Meta 的 Muse 对特定卖家的威胁远大于对消费的威胁：受冲击品类仅占美国消费约 3.7%，但规模约每年 8300 亿美元，集中在流媒体、出版商、健身房、运营商和保险公司。Muse 省下的每一美元都归家庭，Meta 则按免费到每月 100 美元分档收费，并称正探索商业收入，可能对 Muse 将家庭切换到新运营商或保险公司时收费，这些切换费用由运营商和保险公司的获客预算支付。
Meta's Muse is a threat to particular sellers far more than to consumption. The exposed categories are only about 3.7% of US spending, but that's roughly $830 billion a year, concentrated among streamers, publishers, gyms, carriers and insurers.
Apollo Research
Every dollar Muse saves goes to the household, while Meta charges usage tiers from free to $100 a month. Meta says it's exploring commerce revenue, likely fees when Muse moves a household to a new carrier or insurer.
Carriers and insurers would pay for those switches from customer-acquisition budgets, which are the market Muse can actually address.
来源：Rohan Paul · x.com