00:00So as we're worried about AI agents going rogue, everyone seems to be downloading an AI agent on their phone.
00:04There's a lot of excitement over Meta's Muse and what that does for the industry and what that does to
00:08disrupt various other industries.
00:10Meta this morning comes out and says, we're stealing away MongoDB's CEO and we're starting this new product that is
00:16essentially a Muse type agent for enterprise.
00:19What does that tell us about the direction that Meta's heading in?
00:22You know, I think Meta in many ways has sort of caught fire with what we expect to be the
00:26thing of the moment.
00:26That all these companies have been building the underlying technology and architecture that allows for these agent products to work.
00:32But now it's about packaging them and connecting them to your day-to-day workplace tools and personal tools so
00:36that it's useful for you as a parent, as a professional, whatever it might be.
00:41I think for Meta, they've long had to kind of prove to Wall Street how they're going to make money
00:46back on hundreds of billions of dollars that they're investing in chips and data centers.
00:49So building up an enterprise, presumably paid offering is a very strong way of doing it.
