Muse for SMBs might be the most underrated story in consumer agents right now
They have near-infinite consumer distribution at very low cost, with a base of 3.64 billion daily active users across Meta apps
But even more importantly, more than 500M SMBs use Meta for marketing. If Meta gives agent discoverability (preferred or not) to that SMB base, it could be a huge boost, especially for local businesses who can hyper-target users with urgent purchase needs
Meta said in their Q3 earnings calls (and in blog posts prior) that they plan to build an ecosystem of connectors for SMBs in Muse - analytics across your Meta accounts plus QuickBooks, Canva, Stripe, etc.
Many of these businesses are already trusting Meta with their growth / ad dollars - I could see Muse becoming almost a nervous system for SMBs that allows Meta to capture more and more of their activity over time
Shopify has already leaned into this (@tobi) - Muse can search across the Shopify catalog and complete purchases for consumers, and businesses can manage their Shopify store in Muse via a connector
And, the early Muse user base has shown a willingness to purchase via agents. 25% have completed a transaction via Muse, with average purchase size over $200. And, the top activity on Muse is shopping
Very curious to see what comes next here, especially with holiday gifting on the horizon 👀
remember the wave of ai browsers last year? all flopped. now we browse the web through a coding harness with vertical and horizontal tabs and nobody complains. weird timeline
https://t.co/CuTHHivKqI is now https://t.co/TGZ2is3kiI
We're growing faster than ever and doubling down on web, rebuilt from the ground up. A new experience designed around discovery, personalization and the worlds best brands.
A commitment to improve everything, bit by bit
The Exponential Edition is here.
I’m getting close to 10 years at @Shopify and I’ve been thinking about how far we’ve come. Ten years ago, Shopify was the online store builder. A lot of people still think of us that way but we’re so much more than that.
We’ve banded together all these entrepreneurs. Thinking about how we can use the collective to help every single merchant on the platform is the fun part.
The Exponential theme of this Edition is perfect for the moment we’re in. It’s about the flywheel. Every merchant that joins Shopify benefits from every other merchant that has ever been on Shopify. The more merchants there are, the better Shopify gets for everyone.
We built a lot over the last six months: Shop Pay in agents, https://t.co/FuFpsfRmon, retail customer recognition, Shopify Protect and new stuff in Sidekick. It’s all in the Edition.
This year I’ve shipped production code to millions of people. Myself.
Not requirements. Not meetings. Not a vision doc.
Actual PRs. From a PM whose coding ceiling used to be HTML/CSS.
I still do all that other stuff. But shipping directly hits different.
Thanks, AI.
insane prompt you should run in ChatGPT/Claude right now:
"from all your memories of me/past threads, dump a list of every software/business/startup idea i've ever had, with a 1 sentence description of each"
then stare at the list of 47 things you never shipped