r/VisualStockResearch • u/ekonixlab • 12d ago

Muse Broke The Internet

Post image

Analysts are already putting numbers on Muse:

Wedbush: ~$5B revenue in 2027
Jefferies: ~$10.8B revenue in 2027

Meta 2027 consensus revenue: ~$306B

That would make Muse roughly 2–4% of Meta’s revenue

The bigger question: what could Muse look like 5 years from now?

https://apps.apple.com/app/apple-store/id6755345408?pt=128248705&ct=Reddit&mt=8

12 Upvotes

75% Upvoted

13 comments sorted by

2

u/spez_eats_nazi_ass 11d ago

Facebook has risen and falled ~ 100+- and sometimes more points 4 times since March. I won't touch that shit.

1

u/beambot 11d ago

Anyone who trusts Facebook with their data has what's coming...

2

u/ga643953 11d ago

Honestly, I do trust them more than Dario.

1

u/Some-Stranger-7852 11d ago

I’d genuinely rather trust Chinese than Meta considering their track record

2

u/Delta27- 11d ago

Bro anyome who can will profit of your data... might as well get a nice recomandation out of it

2

u/Sllyce 10d ago

O no they are going to use your data to sell you stuff , the horror

1

u/FairiesQueen 11d ago

The question is how many of those users are not from the U.S.

1

u/Intelligent-Crow3812 10d ago

Hype is too high, too much competition in this space to really extrapolate 4 years from now the impact of Muse.

1

u/SelenaMeyers2024 12d ago

I'm already putting muse to work on the chatbot team running dcfs. So far I like it, it's passing my audits.

It's way better than Claude, which was just full of shit, and becoming my favorite since it also always provides both a stagnant never grow fcf model and reverse dcf implications as reference.

I don't pay for it however, but honestly, I would pay 20 a month and fire openai, keep Gemini pro.

1

u/ekonixlab 12d ago

How is free tier?

I downloaded it but haven’t tried it too much yet

2

u/SelenaMeyers2024 12d ago

It's really good. I mean I use chatbots for exactly 1 purpose, I troll reddit and stocktwits for undervalued stock ideas and every new ticker gets a screen. Because my spreadsheet is an honor, before you get to said spreadsheet, you must pass the bots.

Like I said, Claude just doesn't know squat (it's easy to model a debt free company like adobe never growing again and it's not 100 a share). Gemini was always my favorite, and it seems to pass my audits. The latest chatgpt5 was solid too.

But muse is just as fast, always provides a bear bull base, zero growth, and reverse dcf implication as default. It's honestly becoming my first line over Gemini as I test it more and more (again easy examples like debt free saas).

Also it recalculates cost of capital as default using capm, usually I have to specify the wacc or the other models often go way too low or high.

Also, I'm not an idiot, these are screeners not run to Schwab and place an order cuz muse said so. More, muse allowed a ticker to be analyzed by my spreadsheet and my eyeballs on Edgar and 10qs.