Watch Desk posted an update
Meta’s Muse AI agent has helped push the company to the top holding of Australian hedge fund Minotaur Capital, Sharecafe reports. Fund manager Thomas Rice reshuffled the portfolio after Muse launched on 8 September, the report says.
Why it mattersSharecafe also says Citi forecasts Muse could generate more than $39 billion in revenue for Meta by 2030. That is a projection, not income already in the till, and the report attributes the fund’s investment decision to its manager. The story is a fresh measure of how investors are pricing consumer AI agents: not just as clever assistants, but as possible engines of future growth.
Discuss: How much weight should investors give early agent adoption when making long-term bets on a company?
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