Can Muse make us forget the metaverse?Meta is pivoting its consumer story from metaverse to AI agents like Muse — before proving either one works.
- The pivot: Meta needs a new story to sell after the metaverse underperformed, and Muse plus AI agents is the next big bet.
- Bright spot: The VR glasses hardware itself is reportedly genuinely good, even while the software/agent strategy remains unproven.
- Why it matters: Watch whether Meta commits its full org and marketing muscle behind agents the way it did with the metaverse — and whether it pays off any better this time.
Lovable's annualized revenue crosses $600M as vibe coding takes offVibe-coding startup Lovable hits $600M annualized revenue, with apps built on it nearing a billion monthly views.
- Key numbers: $600M annualized revenue, and apps built on Lovable get nearly a billion combined monthly views.
- Why it matters: Vibe coding — building apps via natural language rather than code — is moving from novelty to serious revenue at consumer scale.
- Watch for: As AI-generated apps proliferate this fast, expect rising scrutiny of the security and quality of code shipping straight to end users.
Oracle sends force majeure notice on its New Mexico Stargate data centerOracle is invoking force majeure on a flagship Stargate data center, hinting the 2028 AI infrastructure timeline is slipping.
- What happened: Oracle filed a force majeure notice, giving itself room to delay payments if the facility misses its 2028 online target.
- Why it matters: This is one of the flagship 'Stargate' AI infrastructure projects tied to the broader OpenAI compute buildout — and it's already showing cracks.
- Bigger picture: A reminder that the massive AI infrastructure bets the whole industry is counting on aren't guaranteed to land on schedule or budget.
These startups are building the security layer for AI agentsJPMorgan and Okta are locking down AI agent permissions, spawning a new startup category around agent security.
- Enterprise clampdown: JPMorgan is restricting Claude's system access, while Okta expanded governance controls specifically for managing AI agents.
- New category: A wave of startups is now building dedicated 'security layer' products for enterprise AI agents.
- Why it matters: This is the direct enterprise response to stories like Muse's filesystem leak and OpenAI's rogue hacking incidents — agent governance is becoming a required checkbox, not an afterthought.
For product
If you're rolling out agentic AI tools, expect IT/security to start requiring the same kind of permission audits JPMorgan and Okta are now doing — build that review into your rollout timeline now rather than after an incident.