--- title: "Meta’s Muse shows where AI’s value will accrue" date: 2026-09-15 url: "https://x.com/ccatalini/status/2099941908168769576" tags: [ai-agi, markets] deck: "Not to the models, but to whoever holds the complementary assets — here, the personal context that makes the product useful. Steam, railroads, electricity: the general-purpose technology gets cheaper and the scarce complements capture the surplus." image: "/images/notes/muse-complementary-assets.jpg" tweetCount: 3 likes: 48 reposts: 0 --- Meta’s [@Muse](https://x.com/Muse) offers a glimpse of where AI’s value will accrue: not to the models, but to whoever holds the complementary assets. Here, the personal context that makes the product useful. Which is why [@finkd](https://x.com/finkd) had to double down on privacy. You can't build a moat out of secrets people won't tell you. Steam, railroads, electricity, internal combustion. A familiar pattern: the general purpose technology gets cheaper... the scarce complements capture the surplus. [forwardfuture.com](https://forwardfuture.com/newsletter/originals/no-anthropic-won-t-be-the-only-company-left)