Musings About the Agentic Future

Meta's Muse app has become a breakout hit, ranking #1 across app stores and driving Meta's stock up 9%. The agentic AI shopping assistant is disrupting traditional e-commerce by allowing users to shop across multiple retailers. While Amazon has blocked Muse, companies like Shopify, PayPal, and Expedia are partnering with it. Experts debate whether this represents a pivotal moment or slow commoditization of AI technology, with potential winners emerging in both consumer and B2B sectors, particularly niche companies like AAR Corp that integrate agentic AI into enterprise systems.