Good morning & happy Wednesday! Today, we're diving deep & breaking down Meta's Muse launch to see why the first mass-market AI agent is really a bet that trust, not model quality, wins the agent race against Grok Bot and Gemini (why Meta's trust problem forced the best safety design any consumer agent has shipped, why Muse, Grok Bot and ChatGPT all spend through the same Stripe Link wallet, & what to watch for next + bonus deep dives into the Ultimate Guide to Grok Bot, and Anthropic's Strategy to Win Agentic Commerce inside), and unpacking Circle's $400 million all-stock purchase of Tazapay to see why this M&A is all about the USDC float (why every extra $1B of USDC parked on Circle's own rails is worth more than Tazapay's entire fee line, why the one disclosure Circle hasn't made decides whether this was cheap or expensive, & what to watch after 2027 + bonus deep dives into Coinbase, the Ultimate Resources on Stablecoins & 5 Essential M&A Templates inside). So let's just jump...
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