What Happened? A number of stocks fell in the afternoon session after the adoption of Meta Platforms' new AI agent, Muse, continued to raise Wall Street fears about the disintermediation of direct user gateways. Meta's Muse agent connects to third-party services to complete digital tasks on a user's behalf, taking over search, shopping, and travel bookings. CNBC reported, citing a Goldman Sachs trading desk note to clients, that as artificial intelligence assistants improve at price comparison, travel booking, and customer service interactions, industries that rely on recurring bills, negotiable pricing, and add-ons could come under pressure. The threat to consumer platforms is that AI will erase the friction costs that protect their margins.
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