NOTES / 2026.09.15 · 3-post thread · 48 likes
Meta’s Muse shows 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. Steam, railroads, electricity: the general-purpose technology gets cheaper and the scarce complements capture the surplus.
FIG. 01 — FROM THE ORIGINAL THREAD
Meta’s @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 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
Originally published as a thread on X.