NYU Stern professor and entrepreneur Scott Galloway says Meta Platforms Inc. (NASDAQ:META) may be turning years of user data into an AI advantage as its new Muse agent gains traction.
"No one violates privacy like Meta," Galloway said on Prof G Markets, arguing that the personal context Meta has accumulated could make Muse more useful than rivals starting from scratch.
Meta Already Knows You
Galloway called Meta "the largest first-party data miner in history," saying CEO Mark Zuckerberg understands the value of information accumulated through Facebook, Instagram and WhatsApp.
Galloway said Muse can start with context about where users eat and live and who their friends are that another AI company might take "years to build."
Muse, launched Sept. 8, can send emails, book travel, shop and carry out tasks across services users choose to connect. Meta says users decide how much access the agent receives.
The app climbed to the No. 1 spot among free apps on Apple’s U.S. App Store, ahead of ChatGPT.
Meta May Not Need the Best AI Model
Polymarket traders give Meta about a 3% chance of having the world’s best AI model at the end of 2026, well behind Anthropic at roughly 72%. More than $1.3 million has traded on the market.
That is the race Galloway argues Meta may not need to win.
His point is that consumers may care less about which company has the highest-ranked model than what its AI can actually do for them. Muse is built around everyday tasks such as booking reservations, managing schedules, shopping and canceling subscriptions.
In an informal Prof G Markets test, Muse reportedly booked a restaurant in under a minute. ChatGPT and Claude failed to complete the reservation, while Google’s Gemini got there only after several confirmations.
But that approach depends on other companies letting Muse act on their platforms.
Amazon.com Inc. (NASDAQ:AMZN) blocked Muse from shopping on its site Sunday night, citing privacy, security and transparency concerns. Meta says Muse cannot see users’ passwords or payment details.
Meta’s internal testing reportedly revealed security and reliability problems before launch.
Trust may also limit adoption. An Oppenheimer survey found only 8% of U.S. consumers would trust Meta with passwords, compared with 30% for Google and 16% for ChatGPT.
Meta is trading around $711 Monday morning, up roughly 16% since Muse launched Sept. 8.
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