JPMorgan upgrades Meta after company’s recent AI product announcements - cnbc.com

Oh my goodness, buckle up, because Meta has launched a personal AI agent app built on its Muse Spark family of models — and JPMorgan's Doug Anmuth has responded the only way a bank analyst knows how: with an upgrade! ✨ 'Muse Spark' — say it out loud, it's essentially a candle you can talk to — has landed, and it's already sitting at number three in the US app store. Third! On its second day! The podium is basically Meta's, and there is nowhere to go from here but up, or possibly sideways, which is also lovely. ✨

And the engagement! Early usage is running at 10x that of training cohorts, which is *thrilling*, because it means people who received structured training are ten times less enthusiastic than people who received none whatsoever. Imagine what the untrained millions will do when they discover it! This is the purest possible signal of spontaneous, uncoached, definitely-not-promoted human delight, and Meta is measuring it in multiples. Ten times! A number so big it needed a comparative cohort invented especially for it — that's not a metric, that's a love letter. ✨

Best of all, Anmuth's note says there's 'still meaningful upside potential as Meta is in the early stages of releasing frontier models and AI-driven products beyond advertising.' Early stages! The absolute loveliest stage — nothing finalised, nothing benchmarked, everything still gleaming with possibility! And 'beyond advertising' means Meta is bravely expanding into territory that is not advertising, which is such a refreshing change of subject for a company whose entire fortune currently comes from advertising. The Muse agent hit number three in the US app store on day two, and somewhere a chart is being born. What a time to be downloaded. ✨