Tom Collins

identifying useful manifolds

[Tom Collins @thetomcollins]

$META has secured rights to immersive sports from major sports broadcasters

Meaning you can watch football and UFC from a fully immersive ringside view (you can choose your seat)

This is a massive deal

[Tom Collins @thetomcollins]

@MichaelPacifi20 @evanspiegel this product isn’t built to go fully immersed in a NYC subway.

a product for going on the Subway would probs be the display glasses with live map directions

[Tom Collins @thetomcollins]

@legendsofkora @jasteinerman thats the beauty of irony. You can always claim it was intentional

[Tom Collins @thetomcollins]

@morav_jonathan agreed, this is the future

[Tom Collins @thetomcollins]

Zuck just introduced $META 'VR Glasses'

- 100g in weight (same as a deck of cards)
- 5x lighter than the Quest 3
- The best display Meta has ever made
- Built for Muse, which is integrated into the operating system

[Tom Collins @thetomcollins]

Zuck just launched camera-less glasses with improved audio and battery life

Glasses will be a far more diverse compute category than phones

iPhones are largely the same form factor. Glasses will be far more personal, with different designs and use cases etc

$META

[Tom Collins @thetomcollins]

"In the coming years, I expect that $META Muse is going to grow into the personal super intelligence that billions of people around the world are going to use to accomplish their goals and improve their lives… it’s off to a great start... it's free for a huge number of tokens and, over time, we will profit by taking a small fee from transactions"

Zuck

[Tom Collins @thetomcollins]

$META’s biggest revenue opportunity is taking a small cut of the value its agents create

That’s why Muse’s free tier is so generous. They want maximum volume so they can earn a small fee on purchases made through Muse and the value it creates

[Tom Collins @thetomcollins]

@lngspt Everything I can see is indicating that next earnings should be a blowout

[Tom Collins @thetomcollins]

Gist ($APP’s social app) has several influencers with 1M+ followers promoting it 👀

[Tom Collins @thetomcollins]

My girlfriend when I tell her how well my $META stock did today 😂

[Tom Collins @thetomcollins]

@navuncertainty 🤦‍♂️

[Tom Collins @thetomcollins]

$META’s biggest revenue opportunity is taking a small cut of the value its agents create

That’s why Muse’s free tier is so generous. They want maximum volume so they can earn a small fee on purchases made through Muse and the value it creates

[Tom Collins @thetomcollins]

$META is evolving from primarily monetising people’s attention → to monetising the economic activity its agents facilitate

In <5 years, I think Meta could generate more ARPU from its agents than it does from advertising 🤷‍♂️

[Nicolas Bustamante @nicbstme]

It’s funny, Meta went from having my Instagram and WhatsApp data to now having access to my email, calendar, DoorDash, Amazon and pretty much everything.

In the last 24 hours, it bought me socks, ordered my Whole Foods groceries, booked a cleaning service and got me a burger for dinner.

Meta’s last disclosed North American Facebook ARPU was around $227/year, largely from ads. I suspect it can push that number significantly higher now that it understands not only what I look at, but what I need, what I buy and what I’m planning to do.

Also the much bigger opportunity might be becoming the aggregation layer between me and the entire internet. If Meta can take even a tiny percentage of the commerce it facilitates, or of the money it saves me, this could become enormous!

It already saved me $200 by canceling subscriptions and services I no longer needed. This feels much bigger than better ad targeting. Ads are useful but giving me money back is better imo.

One additional thought: the agent is increasingly making the decisions for me. I knew nothing about that burger place. The agent researched it, told me which burger I should order, and I just said “okay” without giving it much more thought.

Agents are becoming the decision makers in both B2C and B2B. Increasingly, every business will be selling not just to humans, but to their agents.

Everything becomes B2A: business to agents.

[Tom Collins @thetomcollins]

@navuncertainty i’ve answered it in many posts in depth

[Tom Collins @thetomcollins]

@navuncertainty respectfully, please do more research into the topic. if you like look over some of my posts than explain this

[Tom Collins @thetomcollins]

@navuncertainty obviously

[Tom Collins @thetomcollins]

The opportunity for $META is to monetise the economic activity its agents facilitate

Becoming the Mastercard of the agentic era

[Tom Collins @thetomcollins]

$META’s biggest revenue opportunity is taking a small cut of the value its agents create

That’s why Muse’s free tier is so generous. They want maximum volume so they can earn a small fee on purchases made through Muse and the value it creates

[Tom Collins @thetomcollins]

@navuncertainty well there two fundamentally different technologies for a start

[Tom Collins @thetomcollins]

$AMZN made ~$69B last year from ads, much of it from sponsored product listings

If agents (like Muse) browse Amazon instead of humans, those listings become far less valuable

IMO a deal between $META and $AMZN is inevitable. Amazon can’t sustainably ban agents from shopping

[Tom Collins @thetomcollins]

@navuncertainty Who said the subscription would make up most of their revenue?