In the long arc of technological disruption, moments arrive when a single product announcement reshapes not just one company's fortunes but the assumptions underlying an entire economic ecosystem. Meta's introduction of an AI agent — reportedly named Muse — appears to be such a moment: Wall Street has responded with billions added to the company's market capitalization, reflecting a collective belief that the mediation of human behavior at scale is the next great frontier of digital commerce. What remains to be seen is whether the technology can fulfill the promise the market has already price