Chipmakers Emerge as Safer AI Agent Play Despite Meta Muse's Early Lead

Meta Muse's rapid adoption has captured Wall Street's attention, but investment professionals are increasingly betting that semiconductor makers will be the true winners of the burgeoning AI agent race. Meta launched Muse on September 8, 2026, as a personal AI assistant capable of executing real-world tasks—sending emails, booking travel, filling forms, and shopping—rather than simply answering questions. The service achieved 2.5 million downloads within 13 days, vastly outpacing competitors like Anthropic's Claude, which recorded 400,000 downloads in the same period. The breakneck adoption has fueled talk of another shift in the competitive landscape for advanced AI systems.