Bloomberg Surveillance · Tuesday, September 22, 2026
While Meta's revenue is heavily reliant on advertising, particularly from e-commerce, its new AI use case with 'Muse' is seen as a shift towards productivity rather than entertainment. This positions it differently from its traditional model and potentially more aligned with Google or Apple's product focus.
“What we think about for Meta in particular, and this will be a challenge for Google because Google's search business is much more akin to this. We think this use case, this is a brand new use case for Meta. The Meta use case for most adults... is a short form entertainment or information. It's connection. This is more about productivity. This lives more in the land of Google and others, maybe Apple as well. But this is a brand new use case for meta.”