Eighteen months ago, Meta’s AI was the industry’s laughing stock. Now its personal agent, Muse, has hit No. 1 on the App Store, and Ejaaz Ahamadeen thinks it might be his favorite AI product ever.
He shows what it actually does, from claiming compensation for a delayed flight to shopping through Instagram, then takes on the hard questions: whether you can trust Meta with your data, why Amazon cut it off, and why Shopify went the other way.
Then, Qualcomm CFO Akash Palkhiwala joins him at Snapdragon Summit 2026 to explain why the next agents may run on your phone and glasses, not just in the cloud.
Ejaaz’s views are his own and are not investment advice.
Timestamps
0:00 I can’t believe I’m saying this
0:17 Meta was the laughing stock of AI
1:20 From ChatGPT to Claude Code
1:49 The first AI product that feels like magic
3:07 The delayed flight test
4:21 Instagram and WhatsApp: Meta’s unfair advantage
5:23 Car insurance and groceries
6:12 Everything OpenClaw was supposed to be
7:19 Can you trust Meta with your data?
8:19 The hotel room, the safe and the Sentinel
10:09 Why Amazon cut Muse off
10:49 Meta’s new App Store
12:23 Shopify goes the other way
13:08 Nobody else has Meta’s data
14:05 Why Meta stock jumped 11%
14:48 Meta didn’t need a frontier model
15:31 AI for people who don’t care about AI
16:04 An agent in everyone’s pocket
16:44 Qualcomm CFO Akash Palkhiwala at Snapdragon Summit
19:30 Cloud versus edge: Does it matter?
22:47 What happens when you run 30 agents
24:35 Why on-device AI hasn’t taken off yet
27:43 One agent or many?
28:45 Qualcomm versus Nvidia
30:16 The next six months and the next three years
33:30 What Qualcomm wants to fix next
#MetaMuse #AIAgents #Meta #Qualcomm #InTheLoop #YahooFinance
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