Meta's Muse AI Agent Threatens Apple's Ecosystem Dominance, BofA Warns

BofA Securities analyst flags Meta's Muse as an agentic AI that could disrupt Apple's business model by changing how users interact with the internet, potentially reducing reliance on Apple's ecosystem. The claim is an analyst's assessment, not a confirmed market shift, and the impact remains speculative. This matters as it signals intensifying competitive pressure in AI-driven platform shifts.