
What happened
Meta is launching the Meta Enterprise Platform, led by CJ Desai, who joins as chief enterprise platform officer after 11 months as MongoDB's CEO. MongoDB shares fell more than 18% today.
Why it matters
Desai's exit was costly enough to send MongoDB shares down more than 18%, while Meta gets a seasoned operating executive to sell its Muse agents to companies rather than consumers.
What to watch
Meta has shared few details about the new AI business, so much hinges on whether Muse Confidential VM — a feature isolating Muse instances so not even Meta can access them — rolls out later this year as planned.
WHO IT HITSEnterprise IT and security teams evaluating AI agents for company use are the audience Meta is courting here, especially risk-averse buyers who care about data isolation. MongoDB investors and its interim CEO Dev Ittycheria also feel the change immediately.
Summaries like this, in your inbox every morning.
Meta's move puts it more directly into the business of selling AI to companies, rather than only serving consumers and advertisers. The company has said the initial goal is to broaden adoption of its Muse agent among enterprises and developers, with Muse Code and Meta Business Agent — a chatbot that fields customer inquiries via WhatsApp — rounding out the go-to-market push. Underneath those products sits the Muse API, which gives developers access to the large language models powering the agents.
Desai arrives with a mandate that is still thin on public detail. Meta debuted its newest LLM, Muse Spark 1.3, earlier this month, saying it outperformed GPT-5.6 Sol on AutomationBench and scored higher on five coding benchmarks, while using about 25% fewer tokens than its predecessor on coding tasks. On the security side, Meta plans a feature called Muse Confidential VM that isolates Muse instances so that not even Meta can access their contents, plus a "continuous audit" so users can verify it works.
The stakes appear to hang on whether that security story lands with cautious corporate buyers. Meta's incentive is to make Muse more appealing to risk-averse enterprises worried about AI hallucinations, and one path would be integrations with third-party cybersecurity tools — the kind of connectors Anthropic offers for sending Claude usage logs to external breach detection platforms. It is also believed Meta's enterprise portfolio will include infrastructure services, following July reports from Bloomberg and CNBC that it intends to sell some excess data center capacity. How much of this materializes, and how quickly, looks likely to determine whether the new unit becomes a real enterprise contender or a side bet.
For example, today's edition would include:
AI-summarized, only the topics you pick: one digest a day via Email, LINE, or Slack.
Free · 30 seconds with Google · unsubscribe anytimeWhat is AIToday? →
Ask AI anything about this article. The AI reads this article, earlier AIToday articles, and Wikipedia, and cites its sources. Q&As are published on this page for other readers too.
1Password CTO Nancy Wang said at Okta's Oktane event that agents need just-in-time, task-based access, and the…
Bhakti Pitre, ServiceNow's VP of AI platform security product, said at Okta's Oktane event that agent "kill sw…
Futurum's report, sponsored by QumulusAI Inc., finds agentic AI can drive token consumption per task 10 to 100…
Claude Code's creator Boris Cherny answered a developer's question on September 11, 2026, saying throwaway pro…

ITR principal analyst Hiroaki Koumoto said Japanese firms' efforts in harness engineering are 'almost nonexist…

Stagwell CEO Mark Penn told Power Players most digital ads "are not very good" and said AI's payoff is doing t…
