
What happened
Meta introduced a personal AI agent called Muse AI, offered in a free tier plus $20-a-month Power and $100-a-month Maximum tiers, able to make purchases, book travel and send emails.
Why it matters
Salesforce's Agentforce ARR soared 240% year over year to $1.5 billion, while Data 360 ARR tripled to $2.4 billion, marking agentic AI's shift from pilot to paid revenue.
What to watch
Meta says it won't share user data with its ad systems but expects affiliate and processing fees when the agent buys things, so the test is whether those fees diversify it beyond advertising.
WHO IT HITSEnterprise software buyers evaluating agent platforms, and Meta investors watching whether agent-driven purchases become a revenue stream beyond advertising.
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The article frames agentic AI — software that acts on a user's behalf rather than just answering questions — as already here, with gains expected over the coming years. It weighs the upside, agents performing tasks and freeing up people's time, against open questions about the job market and a cited Anthropic employee's view that there is a greater than 10% chance AI wipes out human civilization in the next 10 years.
Against that backdrop it names three companies positioned differently. Palantir's AIP is pitched as an agent operating system, built on an ontology that links data to real-world objects, workflows and processes; its SDK is meant to answer who authorized an agent action, what it costs, and whether it can be trusted. Salesforce has rebuilt itself as agentic-AI-first, with Agentforce and Data 360 revenue growing fast, zero-copy data extraction and the Informatica acquisition, and Slack serving as a launch pad. Meta is the odd one out, aiming at consumers rather than enterprises.
Meta's model is the one to watch. The agent's purchases would generate affiliate and processing fees, and the company says it won't share user data with its ad systems even as ads are indirectly affected. Whether that becomes a real second revenue stream alongside advertising — including by making Facebook Marketplace more transaction-based — is the open question the article leaves readers with.
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