Justin Mateen 评 Meta Muse:绕开 Apple App Store 的权力反转
源:https://t.co/vDOYTDdPvZ
Tinder 联创写的分析,讲 Meta 的 Muse 怎么让 AI 智能体替你开 App,从而绕开 Apple 的抽成,角度挺有意思。
Tinder 联合创始人 Justin Mateen 发文分析 Meta 的 Muse。他指出 2022 年 Apple 隐私规则调整曾给 Meta 造成约 100 亿美元收入损失。Muse 让 AI 智能体代替用户操作应用,用户不再直接打开 App,App Store 的渠道抽成地位随之被削弱。Mateen 认为这是 Meta 对 Apple 的一次权力反转。
源:https://t.co/vDOYTDdPvZ
源: x.com/justinmateen/s… Justin Mateen @justinmateen For years Zuckerberg has been beholden to Apple. Meta drove distribution. Apple controlled the platform. Then Apple changed the rules, creating a ~$10B revenue headwind for Meta in 2022 alone. Zuckerberg has patiently been building his way out. Muse is his answer. When an AI agent uses apps on your behalf, you stop opening apps. The App Store stops being a toll booth. It’s the ultimate power reversal with Apple and ironically feels like an early App Store moment. It shouldn’t be surprising that one of the most important founder led companies keeps finding a way. But the market keeps underestimating @finkd ‘s ability to adapt as the world changes. 🔗 View Quoted Tweet 💬 0 🔄 0 ❤️ 0 👀 361 ⚡