Analyst shifts investment after testing meta's AI assistant

On October 3, 2026, IT Home reported that on September 29, independent stock analyst Abdullah Al Rezwan, known as MBI, revealed he sold all his Airbnb shares and increased his Meta holdings after testing Muse, Meta's AI assistant. MBI claimed that Muse could bypass platforms like Airbnb to book accommodations directly, offering cheaper options. During the interview, MBI highlighted how Muse mimics human behavior by searching for listings, comparing prices, and suggesting alternatives. He noted that Muse found a farmhouse experience 60% cheaper than through Airbnb, with payment already processed. MBI argued that AI assistants like Muse could disrupt platforms by reducing their control over traffic and transactions. MBI also introduced the concept of 'proactive commerce,' where AI agents like Muse can recommend and execute purchases based on user preferences. He acknowledged Muse's current limitations, such as slow browsing and incomplete results, but viewed it as a prototype for future AI agents. In a recent article, MBI suggested that Muse could generate ad value for Meta by enhancing its advertising systems through user data and behavior.