Muse 能否克服 Meta 的信任危机？

Meta 的新 AI Agent Muse 成为公司年度 Connect 活动的焦点。CEO 马克·扎克伯格明确表示，Facebook 的母公司计划将 AI 功能推向各个角落。

在最新一期 TechCrunch Equity 播客中，Kirsten Korosec、Sean O’Kane 和我讨论了 Meta 的 AI 公告如何在 OpenAI 与 Anthropic 集中发布新模型的一周中抢走风头。

当其他大型 AI 公司都专注于编程和企业工具时，Meta 却朝相反方向前进，聚焦消费者市场，并推出了一款可爱的、类似电子宠物 Tamagotchi 的 AI 设备；而 Meta 坚称这款产品仅面向成年人。不过，正如 Kirsten 所指出的，这种策略可能恰好发挥了 Meta 的优势。

Sean 亲自试用了 Muse。虽然他很高兴这款 Agent 确实帮他找到了部分无人认领的资金，但他认为这项功能更像是一种“派对把戏”，而不是能推动用户持续使用的东西。此外，用户是否能信任 Meta 的 AI 来处理敏感信息，也是一个问题。

“Meta 的业务就是向你卖广告，”Sean 说，“没错，他们会辩称，越了解你，广告就会越准确、越有趣——等这种白日梦成真了再叫醒我。”

继续阅读以下经过篇幅和清晰度编辑的视频/嵌入内容：完整对话预览。

Kirsten Korosec： 那么，如何理解 Muse？这是 Meta 刚刚推出的一款个人 AI Agent，并且显然是对消费者市场的一次押注——至少考虑到其他前沿 AI 模型公司正从企业市场中看到机会和业务空间，它如何融入你刚才描述的趋势？因为 Meta Connect，也就是他们一年一度的大型活动，刚刚举行，而他们显然已经全力押注 Muse。

Anthony Ha： 这确实让我感到非常眼花缭乱，因为我们一直在讨论的趋势，显然是向企业市场转移——并非完全如此，但资金和注意力无疑正流向那里。

其中一部分或许与这些公司的相对位置有关：OpenAI 和 Anthropic 在许多方面都处于领先地位，但它们也计划上市，OpenAI 可能在今年或明年上市。因此，市场有一种感觉：“我想我们现在得真正开始赚钱了。”这并不是说它们[目前]没有赚钱，但由于成本极高、估值也极高，它们必须以前所未有的规模实现盈利。我认为，它们看到了企业市场是实现这一目标的路径。

我想知道，Meta 是否出于各种原因看到了不同的机会。我有一部分想法是：“等等，他们难道没收到通知吗？”但如果更善意地解读，可以说：“既然 OpenAI 和 Anthropic 正在走向企业市场，那么 Meta 或许有更多机会打造更面向消费者的[版本，并]继续在消费端推进 AI。”

Kirsten： 我的意思是，我们可以整天抱怨、批评或评论 Meta，但他们确实很擅长融入普通人的日常生活，而且在这方面已有成熟的记录。Facebook 拥有如此多用户是有原因的——还有 Instagram、WhatsApp。我从来没有真正把他们视为一家企业产品公司。因此，我认为他们继续推动消费者业务是明智的。

Sean，你已经试用了 Muse，它已经推出几周了。我想知道你的印象如何，以及你是否认为它能够成功融入你生活的每一个部分。

Sean O’Kane： 我的意思是，并不完全是。我理解为什么有些人认为情况会是那样。我相信很多人都知道，这大致上是 Meta 从头打造的、可在 iPhone 或 Android 上使用的 OpenClaw 应用版本。我们几个月前讨论过 OpenClaw，Meta 后来基本上把它收购了，并整合了那些人的工作成果。那是第一次大规模爆发出这样的惊叹：“天啊，这些 Agent 可以在我外出时替我做这么多事，我只需要和它发消息，就能让它控制我的整台电脑。”这里有许多相同的元素。把它拿在手里，放进一个以相对不错的聊天机器人作为交互界面的应用里，确实显得相当强大。

我最先用它做的事情之一是——因为它会向你提出许多它可以完成的建议，其中一项是：“我会扫描看看你是否有任何无人认领的资金。”我认为这类事情从来没人会真正想到，而且人们往往完全会错过，因为以你的名义存在的无人认领财产资金通常并不多。令人惊讶的是，我还真有一些。

它在我使用的第一天就帮我赚到了一些钱，这非常酷。如果不是这个东西提示我去做，我根本不会这么做。而且一张支票正在通过邮寄寄给我。太棒了。但这很快就结束了，对吧？那是一次性的机会，不是可以重复发生的事情。这更像是一种派对把戏。

Kirsten： 我的意思是，你刚刚毁掉了自己的论点。我看不出这为什么不会变得极其受欢迎。

Sean： 更可持续的版本，也是 Meta 在过去几天里大力宣传的东西，是把这一想法应用到你真实、日常的财务中，例如向它提供你的信用卡、Gmail 账户以及其他各种信息，让它完成我们已经看过其他公司在做的事，比如 Rocket Money 之类的服务：取消你没有使用的订阅，或者识别重复扣款——坦白说，这些本来就该由信用卡公司完成。

而到那时，你就会撞上与 Meta 之间的信任之墙。我愿意探索这个产品、并且有兴趣坚持使用一段时间——甚至到今天——其中一个原因是，有些令人意外的是，我下载它时本来以为，它会马上提示我，并立刻把我接入 Threads、Instagram、Facebook；而我其实几乎从不使用这些服务，并且它会立即调取相关上下文。

但它没有这么做。一开始，它把我当成陌生人一样与我互动，这让我更愿意使用它，因为我感觉 Meta 并没有已经掌握我的一切。但你可以看到，随着你开始使用，它确实会试图抓住你，并把这些东西拉进系统，以便了解关于你的一切。

我不知道自己是否还会以同样的方式信任 Meta。对我来说，时机也很有意思：我刚升级了 iPhone，用上了搭载新版 Siri 的新 iOS。这个新版 Siri 终于能够正常工作，并能以过去从未具备、却令人惊讶且有帮助的方式对手机进行一些控制。[我一直在]思考过去一周我使用它的频率，以及如果是 Siri 版本的 Muse 来获取这些信息，我会愿意得多，因为我更信任 Apple 能处理这类极其敏感的信息。我不仅是从网络安全角度信任它处理这些信息，也因为它的业务不是向我兜售一堆糟糕的广告。

Meta 的业务就是向你卖广告。没错，他们会辩称，越了解你，广告就会越准确、越有趣——等这种白日梦成真了再叫醒我。

除了那次帮我找到钱的机会之外——那确实很棒——我并不觉得自己发现了其他真正那么有用的功能。唯一例外是，正如 Anthony 所说，它确实会让你与它的互动保持一种面向消费者的感觉。我认为这确实对它有帮助，也是人们如此热议它的原因。

Meta’s new AI agent Muse took the spotlight at the company’s annual Connect event, where CEO Mark Zuckerberg made it clear that Facebook’s parent company plans to push AI features everywhere.

On the latest episode of TechCrunch’s Equity podcast, Kirsten Korosec, Sean O’Kane, and I discussed Meta’s AI announcements seemed to steal the spotlight during a week of new model launches from OpenAI and Anthropic.

With other big AI companies focused on coding and enterprise tools, it was a little surprising to see Meta move in the opposite direction, with a consumer focus and a cute, Tamagotchi-style AI device that Meta insists is for adults only. But as Kirsten noted, this could be playing to Meta’s strengths.

Sean tried Muse for himself, and while he was pleased that the agent actually found him some unclaimed money, he described the feature as more “a party-trick type thing,” rather than something that will drive ongoing usage. Plus, there’s the question of whether users can trust Meta’s AI with sensitive information.

“Meta’s business is to sell you ads,” Sean said. “And yes, they’ll make the argument that the more they know about you, the more accurate and interesting the ads will be — wake me up when we get to that fever dream.”

Keep reading for a preview of our full conversation, edited for length and clarity.

Kirsten Korosec: So how do you put Muse, which is this new personal AI agent that’s just been released by Meta and [is] clearly a bet on consumer — how does that fit into what you just described, at least with other frontier AI model companies seeing opportunity and business within enterprise? Because Meta Connect, which is their big annual event, just happened, and they are all-in on Muse, that is very clear.

Anthony Ha: That was definitely very head spinning for me, because it certainly feels like what we’ve been talking about has been this shift towards enterprise — not exclusively, but certainly that’s where the money, the attention is going.

Maybe some of that is because of the relative position of these different companies — OpenAI and Anthropic are in the lead in a lot of ways, but also, they’re planning to go public either this year, or next year in the case of OpenAI. And so there’s this feeling of, “I think we’ve got to actually make money now.” Not to say that they’re not making money [already], but because the costs are so high and the valuations are so high, they have to make money on this scale that’s essentially unprecedented. And I think they’re seeing enterprise as the way to do that.

And I wonder if Meta, for a variety of reasons, sees a different opportunity. There’s a part of me that’s like, “Wait, did they not get the memo?” But I think more charitably, you could say, “Well, if that’s where OpenAI and Anthropic are going, then maybe there is more of an opportunity for Meta to make the more consumer-friendly [version and] continue advancing AI on the consumer side.”

Kirsten: I mean, we can complain about or criticize or critique Meta all day long, but they’re very good and have [an] established track record of embedding themselves in everyday people’s lives. I mean, there’s a reason why Facebook has so many users — Instagram, WhatsApp. And I’ve never really thought of them as an enterprise product anyway. So I think it’s smart for them to continue to push on the consumer piece.

Sean, you’ve already tried Muse, which has already been out for a couple weeks. And I’m wondering if you see what your impression is, and if you see it being successful in the bid to become part of every part of your life.

Sean O’Kane: I mean, not really. I understand why some people think that is going to be the case. I’m sure a lot of people understand this, but this is roughly Meta’s kind ground-up version of an on-your iPhone, or on your Android, app of OpenClaw, which we talked about a couple months ago, which Meta went out and basically bought and integrated those folks’ work. It was the first big explosion of like, “Holy smokes, these agents can do all this stuff for me while I’m out and about, and I can just text with it and let it control my whole computer.” There’s a lot of the same elements of that at play. And having it in your hand, on an app that works like a relatively good chatbot as the interface, it does seem pretty powerful.

One of the first things that I did with it was — because it makes a bunch of suggestions for you, as to things that it can do, and one of them was, “I’ll scan to see if you have any unclaimed funds,” this thing that I think no one ever really thinks about and often is going to completely miss, because there’s just not a lot of unclaimed property funds out there in your name. Surprise, surprise, there were some for me.

It helped me make some money on my first day, and that was pretty cool. I wouldn’t have done that if I hadn’t been prompted by this thing to do it. And there’s a check on its way to me in the mail. Fantastic. [But] that ends pretty quickly, right? That was a one-time shot, but it’s not a thing that’s repeatable. That’s more like a party trick-type thing.

Kirsten: I mean, you just killed your own argument. I don’t see how that wouldn’t become wildly popular.

Sean: The more sustainable version of that, and the thing that Meta’s talked up a lot over the last couple of days, is taking that idea and applying it to your real, true everyday financials, like giving it your information for your credit card, your Gmail account, all this other stuff, do things that we’ve seen other companies do, like Rocket Money or whatever, where it’ll go cancel subscriptions that you’re not using or identify double charges, things that frankly the credit card company should be doing already.

And at that point you just run into that trust wall with Meta. I think one of the reasons that I was willing to explore this and was curious to stick with it a little bit — even through to today — is that somewhat shockingly, when I downloaded it, I just assumed that it would like really instantly prompt me and like plug me right into Threads, Instagram, Facebook, which I don’t really use ever, and pull up that context immediately.

But it didn’t. And it was working with me like I was a stranger at first, which made me more willing to use it, because I didn’t feel like Meta had everything on me already. But you can see, as you start to use it, it really tries to grab you and pull those things into the system, so that it can learn all this stuff about you.

I don’t know that I will ever trust Meta the same way. I think it’s an interesting timing for me, having just upgraded my iPhone and getting onto the new iOS with the new Siri that actually works and can do some controls on your phone in a way that is surprising and helpful, that it’s never been able to do. [I’ve been] thinking about how much I’ve been using that over the last week and how much more how much more willing I would be to have the Siri version of Muse take that information, because I just trust Apple more with that really sensitive information and not only trust it with the information from a cybersecurity perspective, but from the fact that its business is not to sell me a bunch of crappy ads.

Meta’s business is to sell you ads. And yes, they’ll make the argument that the more they know about you, the more accurate and interesting the ads will be — wake me up when we get to that fever dream.

And beyond the one-time money lever that I got, which was great, I don’t feel like I’ve found anything else that’s really all that useful — other than the fact that it is, to Anthony’s point, really tailored at keeping it sort of consumer-y in your interactions with it, with which I do think helps it and is why people are talking about it so much.