$ORCL 's force majeure - what it means (explained by AI based on the available headlines)

One of my guys took a first date to the meta product announcement. wtf is wrong with people.

So $FSLY is the egress relay that lets $meta muse present agent as human browser and they then sell content guard to the websites. Nice arms business! $fsly to da moon

The opportunity is in the security cross sell of that traffic. Delivery is just top of funnel

Interesting $FSLY finding from testing Meta Muse. Through a series of hundreds of tests, it appears that the $FSLY role with Meta Muse is greater than analysts have noted Over the past week, I created several test websites and ran 738 controlled tests to send traffic from Muse agents to my websites I set up analytics on my website, and I was able to track things like IP address, user agent, operating system, etc From the IP addresses, across the 738 tests, Muse sent traffic from: -Cloudflare: 37.0% -Fastly: 29.3% -Meta: 19.4% -AWS: 14.4% Cloudflare is not a surprise – as there has been a lot of analyst commentary about Muse using Cloudflare. Fastly, on the other hand, was a surprising result I ran many different situations and tasks to try to understand why, or when, Muse sends traffic through Fastly – or others. And when I looked deeper, Muse used Fastly for 100% of the tests when browser navigation was required (e.g., “go to my favorite restaurant’s website and find me the menu”). And when Muse was requested to navigate on a website (e.g., make me a doctor appointment), Fastly was used in 100% of tests Then in other situations, for example when an API is involved or a curl request required, Cloudflare was used in 100% of tests Lastly, when requesting Muse to search the web, Muse split traffic through Fastly, Cloudflare, Meta directly, and AWS

The ad business as we know it is under serious threat and Amazon blocking Meta’s Muse is the perfect example of why. If AI agents become the main interface people use to shop, search and make decisions, the entire advertising funnel starts to break. Instead of going to Amazon, searching for a product, scrolling through sponsored listings and clicking ads, you could simply tell an AI agent what you want and let it compare products, prices and reviews for you. At that point, Amazon risks becoming just another supplier while the AI agent owns the relationship with the customer. Google could face the same problem on an even larger scale. Google makes money because people search for things and businesses pay to appear in front of those searches. But if people stop searching and start telling AI agents to find the best hotel, product, restaurant, flight or service for them, there are fewer searches, fewer clicks and fewer opportunities to show ads. The value starts shifting away from whoever owns the website or search engine and toward whoever owns the AI agent making the decision. That is the bigger reason companies like Amazon have every incentive to fight this. AI agents do not just threaten traffic but rather threaten the entire business model built around controlling what users see before they make a purchase. If agents become the new front door to the internet, advertising as we know it could look completely different.

Zuck moved his desk to $META AI Lab in April. How could anybody in their sane mind bet against this?

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