On the latest episode of TechCrunch's Equity podcast, Kirsten Korosec, Sean O'Kane, and I discussed Meta's AI announcements seemed to steal the spotlight during a week of new model launches from OpenAI and Anthropic. With other big AI companies focused on coding and enterprise tools, it was a little surprising to see Meta move in the opposite direction, with a consumer focus and a cute, Tamagotchi-style AI device that Meta insists is for adults only. But as Kirsten noted, this could be playing to Meta's strengths. Sean tried Muse for himself, and while he was pleased that the agent actually found him some unclaimed money, he described the feature as more 'a party-trick type thing,' rather than something that will drive ongoing usage. Plus, there's the question of whether users can trust Meta's AI with sensitive information. 'Meta's business is to sell you ads,' Sean said. 'And yes, they'll make the argument that the more they know about you, the more accurate and interesting the ads...
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