[Meta's stock jumps](https://www.marketwatch.com/story/meta-stock-jumps-as-new-personal-ai-agent-muse-addresses-a-major-investor-concern-5ad0a373?mod=mw_rss_topstories) on the Muse announcement, and the market's reading it as "consumer product cycle solved." Wrong. Muse is an enterprise workflow engine disguised as a personal assistant — it's Meta's answer to the $182.9B in annual operating cash flow that MSFT generates through enterprise stickiness.

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