Can Muse overcome Meta’s trust issues?

Muse 能否克服 Meta 的信任危机？

Meta’s new AI agent Muse took the spotlight at the company’s annual Connect event, where CEO Mark Zuckerberg made it clear that Facebook’s parent company plans to push AI features everywhere. 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. Meta 的全新 AI 智能体 Muse 在公司年度 Connect 大会上大放异彩，首席执行官马克·扎克伯格明确表示，Facebook 的母公司计划将 AI 功能推向各个角落。在 TechCrunch 的《Equity》播客最新一期节目中，Kirsten Korosec、Sean O’Kane 和我讨论了 Meta 的 AI 发布，这些发布似乎在 OpenAI 和 Anthropic 发布新模型的这一周里抢尽了风头。

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. 在其他大型 AI 公司专注于编程和企业级工具时，Meta 反其道而行之，将重心放在消费者市场，并推出了一款可爱的、类似“电子宠物”的 AI 设备（Meta 坚称其仅供成人使用），这着实令人惊讶。但正如 Kirsten 所指出的，这可能正是发挥了 Meta 的长处。

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 will be — wake me up when we get to that fever dream.” Sean 亲自试用了 Muse，虽然他很高兴该智能体确实帮他找到了一些未领取的资金，但他将此功能描述为更像是一种“派对戏法”，而不是能驱动持续使用的功能。此外，还有一个问题是用户是否能放心地将敏感信息交给 Meta 的 AI。“Meta 的生意就是向你兜售广告，”Sean 说，“没错，他们会辩称他们越了解你，广告就越精准、越有趣——等我们真的进入那种狂热梦境时再叫醒我吧。”

Keep reading for a preview of our full conversation, edited for length and clarity. 请继续阅读我们完整对话的预览，内容经过删减和润色。

Kirsten Korosec: So how do you put Muse, which is this new personal AI agent that’s just been released by Meta and [is] clearly a bet on consumer — how does that fit into what you just described, at least with other frontier AI model companies seeing opportunity and business within enterprise? Because Meta Connect, which is their big annual event, just happened, and they are all-in on Muse, that is very clear. Kirsten Korosec： 那么，你如何看待 Muse？这是 Meta 刚刚发布的一款全新的个人 AI 智能体，显然是在押注消费者市场。这与你刚才描述的情况——即其他前沿 AI 模型公司在企业领域看到机遇和业务——是如何契合的呢？因为 Meta Connect（他们的大型年度活动）刚刚结束，他们对 Muse 的投入是全方位的，这一点非常明确。

Anthony Ha: That was definitely very head spinning for me, because it certainly feels like what we’ve been talking about has been this shift towards enterprise — not exclusively, but certainly that’s where the money, the attention is going. Maybe some of that is because of the relative position of these different companies — OpenAI and Anthropic are in the lead in a lot of ways, but also, they’re planning to go public either this year, or next year in the case of OpenAI. And so there’s this feeling of, “I think we’ve got to actually make money now.” Not to say that they’re not making money [already], but because the costs are so high and the valuations are so high, they have to make money on this scale that’s essentially unprecedented. And I think they’re seeing enterprise as the way to do that. And I wonder if Meta, for a variety of reasons, sees a different opportunity. There’s a part of me that’s like, “Wait, did they not get the memo?” But I think more charitably, you could say, “Well, if that’s where OpenAI and Anthropic are going, then maybe there is more of an opportunity for Meta to make the more consumer-friendly [version and] continue advancing AI on the consumer side.” Anthony Ha： 这对我来说确实非常令人困惑，因为我们一直在讨论的似乎是向企业市场的转型——虽然不是全部，但资金和关注点确实都在那里。也许部分原因是这些公司所处的相对位置——OpenAI 和 Anthropic 在许多方面处于领先地位，而且他们计划在今年或明年（以 OpenAI 为例）上市。因此有一种感觉：“我想我们现在必须真正开始赚钱了。”并不是说他们现在没赚钱，而是因为成本太高、估值太高，他们必须以一种前所未有的规模来盈利。我认为他们将企业市场视为实现这一目标的途径。我很好奇 Meta 是否出于各种原因看到了不同的机会。我内心有一部分在想：“等等，他们没收到消息吗？”但更宽容地说，你可以说：“好吧，如果 OpenAI 和 Anthropic 都在往那个方向走，那么对于 Meta 来说，或许更有机会去打造更友好的消费者版本，并继续在消费者端推进 AI。”

Kirsten: I mean, we can complain about or criticize or critique Meta all day long, but they’re very good and have [an] established track record of embedding themselves in everyday people’s lives. I mean, there’s a reason why Facebook has so many users — Instagram, WhatsApp. And I’ve never really thought of them as an enterprise product anyway. So I think it’s smart for them to continue to push on the consumer piece. Sean, you’ve already tried Muse, which has already been out for a couple weeks. And I’m wondering if you see what your impression is, and if you see it being successful in the bid to become part of every part of your life. Kirsten： 我的意思是，我们可以整天抱怨、批评或指责 Meta，但他们非常擅长，并且有将自己嵌入普通人生活的成功记录。Facebook、Instagram、WhatsApp 拥有如此多的用户是有原因的。而且我从未真正把它们视为企业级产品。所以我认为他们继续在消费者领域发力是明智的。Sean，你已经试用了 Muse，它已经发布几周了。我想知道你的印象如何，以及你是否认为它能成功地成为你生活方方面面的一部分。

Sean O’Kane: I mean, not really. I understand why some people think that is going to be the case. I’m sure a lot of people understand this, but this is roughly Meta’s kind ground-up version of an on-your iPhone, or on your Android, app of OpenClaw, which we talked about a couple months ago, which Meta went out and basically bought and integrated those folks’ work. It was the first big explosion of like, “Holy smokes, these agents can do all this stuff for me while I’m out and about, and I can just text with it and let it control my whole computer.” There’s a lot of the same elements of that at play. And having it in your hand, on an app that works like a relatively good chatbot as the interface, it does seem pretty powerful. One of the first things that I did with it was — because it makes a bunch of suggestions for you, as to things that it can do, and one of them was, “I’ll scan to see if you have any unclaimed funds,” this thing that I think no one ever really thinks about and often is going to completely miss, because there’s just not a lot of unclaimed property funds out there in your name. Surprise, surprise, there were some for me. It helped me make some money on my first day, and that was pretty cool. I wouldn’t have done that if I hadn’t been prompted by this thing to do it. And there’s a check on its way to me in the mail. Fantastic. [But] that ends pretty quickly, right? That was a one-time shot, but it’s not a thing that’s repeatable. That’s more like a party trick-type thing. Sean O’Kane： 其实并没有。我明白为什么有些人会这么想。我相信很多人都了解这一点，这大致是 Meta 从零开始打造的、运行在 iPhone 或 Android 上的 OpenClaw 应用版本——我们几个月前讨论过 OpenClaw，Meta 基本上收购了并整合了那些人的工作成果。那是第一次大爆发，让人觉得：“天哪，这些智能体可以在我外出时为我做所有这些事情，我只需要给它发短信，就能让它控制我的整台电脑。”这里面有很多相同的元素。把它拿在手里，通过一个界面像相对不错的聊天机器人的应用来操作，它确实看起来非常强大。我用它做的第一件事是——因为它会为你提供一系列建议，告诉你它能做什么，其中之一是“我会扫描看看你是否有任何未领取的资金”。这件事我认为没人会真正去想，而且往往会完全错过，因为以你名义存在的未领取财产资金并不多。惊喜的是，我居然有一些。它在我使用的第一天就帮我赚到了一些钱，这真的很酷。如果不是它提示我，我根本不会去做这件事。现在有一张支票正在邮寄给我的路上。太棒了。但这种新鲜感很快就会结束，对吧？那是一次性的，不是可重复的事情。这更像是一种派对戏法。

Kirsten: I mean, you just killed your own argument. I don’t see how that wouldn’t become wildly popular. Kirsten： 我的意思是，你刚才推翻了自己的论点。我不明白这怎么会不变得极其流行。

Sean: The more sustainable version of that, and the thing that Meta’s talked up a lot over the last couple of days, is taking that idea and applying it to your real, true everyday financials, like giving it your information for your credit card, your Gmail account, all this other stuff, do things that we’ve seen other companies do, like Rocket Money or whatever, where it’ll go cancel subscriptions that you’re not using or identify double charges, things that frankly the credit card company should be doing already. And at that point you just run into that trust wall with Meta. I think one of the reasons that I was willing to explore this and was curious to stick with it a little bit — even through to today — is that somewhat shockingly, when I… Sean： 更可持续的版本，也是 Meta 在过去几天里大肆宣传的事情，是将这个想法应用到你真实、日常的财务中，比如把你的信用卡信息、Gmail 账户以及所有其他东西交给它，去做我们已经看到其他公司（如 Rocket Money 等）做过的事情，比如取消你没在使用的订阅，或者识别重复扣款——坦率地说，这些事信用卡公司本就应该做。而到了那个地步，你就会撞上与 Meta 之间的信任墙。我认为我愿意探索这一点并好奇地坚持使用它（甚至直到今天）的原因之一是，令人震惊的是，当我……