Meta's Muse Puts Gym Subscription Revenue in Wall Street's AI-Agent Spotlight

Meta's Muse is turning a consumer-convenience pitch into a live test of subscription economics, with investors pricing in the risk that AI agents can find, compare and cancel services that customers have long left untouched. Planet Fitness became the clearest gym-sector example after market reports said the chain fell as much as 11% as Muse-related concerns spread across finance, travel and telecom stocks.