Ridge CEO @​Seanfrank is bullish on Muse's impact on e-commerce: “I think it’s a great time to be selling everywhere and as big as possible.” “I do think Muse will end up having 200 million downloads or whatever. It’s going to be super used. And I think shopping is gonna be a huge use case.” “What I’ve heard from people at Meta is that they’re not going to monetize it anytime soon. What they want to do is get people to make purchase conversions happen inside that app.” “And all the data they lost over iOS 14, it’s just going to make your ads perform that much better.” He also thinks big Meta advertisers could have a head start in agentic commerce, because their existing ad spend is already feeding Meta data about what converts: “If you’re a big spender, you’ll get that data cycle started sooner.” ▻