9/28/2026
By Charles Payne, CEO & Principal Analyst

The Inertia Wake-Up Call

Meta’s Muse disrupts “consumer inertia” stocks — “the tendency to keep buying something out of habit even when a better alternative exists.”  Banks, financial services, consumer services, media and entertainment – we are paying for stuff out of habit when there are better (read: cheaper) alternatives.  Muse will find the best values.

Meta’s Payoff

AI engineer Rohan Paul posted an intriguing piece suggesting Muse could generate an additional $1.6 billion for Meta:

Consumer AI monetization is still largely built around subscriptions and advertising. Agents could unlock a 3rd and possibly larger revenue stream through transactions. Meta now provides Muse for free alongside USD 20 and USD 100 monthly options.

If Muse eventually influences just 1% of a $6.4T market, that is $64B of purchases flowing through the agent. A tiny 1% transaction fee on that volume is already $640M in annual revenue. At 2.5% of global e-commerce GMV (Gross Merchandise Value), the same 1% fee becomes $1.6B. No inventory. No warehouses. No logistics network.

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Charles Payne
Wall Street Strategies