Analysts at BofA Securities believe Amazon, Meta, and Booking Holdings are positioned to benefit significantly from the rise in agentic AI, which goes beyond chatbots to perform actions online. As leading firms like OpenAI and Google innovate their AI agents, the competition intensifies. Meta's AI Assistant, with over 1 billion users, is identified as a powerful asset that may enhance content discovery, commerce, and advertising. The analysts anticipate increased adoption of these technologies, despite current limitations in task completion.
Agentic AI tools can go beyond the capability of chatbot by taking actions online, such as purchasing an item or booking a reservation.
All leading AI tech companies, including Google, Meta, OpenAI are in an intense competition to be the starting point 'Agent' to help consumers navigate their lives.
We think (the) Meta AI Assistant represents a meaningful and possibly underappreciated opportunity within Meta's evolving AI and advertising ecosystem.
As a general-purpose agent embedded across Meta's family of apps, Meta AI has the potential to become a central interface for content discovery, commerce, and productivity.
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