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Bank of America warns Meta's Muse AI could hit Apple revenue

Original: Bank of America avverte che l'agente AI Muse di # Meta potrebbe minacciare i ricavi dei servizi di # Apple , permettendo

Bank of America analysts warn that Meta's AI agent Muse could threaten Apple's services revenue by letting users bypass the company's closed ecosystem. The report, flagged in Italian-language commentary, suggests a concrete risk to Apple's business model, as AI assistants may route users away from Apple-controlled services. The warning adds to debate over how generative AI could reshape platform economics.

Why now: Investors are weighing how Meta's AI agents could undermine Apple's lucrative services business.

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Evidence

• Bank of America avverte che l'agente AI Muse di # Meta potrebbe minacciare i ricavi dei servizi di # Apple , permettendo agli utenti di bypassare l'ecosistema chiuso della mela. Un rischio concreto per il modello di business di Cupertino. https:// kiro.it/HBrA4 # Ai · MelaNews@mastodon.uno · 2

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