TechCrunch
20 Oct 2026, 17:55 UTC · 1h ago
Eric Schmidt reportedly owns about half as much of Anthropic as CEO Dario Amodei
Impact · against what's priced in
The news is largely non-material for Meta. While Muse app downloads show strong consumer momentum, the market is currently ignoring AI-driven upside in favor of a growth deceleration to 13%, and this specific milestone does not yet prove a reversal of that trend.
- META+0.10
Challenges what's priced in
- The price assumes
AI-driven advertising upside
The Muse app reaching 10 million U.S. downloads in 40 days provides evidence of consumer AI engagement, which supports the AI-driven advertising upside the market currently refuses to pay for.
What META's price assumes · Sep 2
