Meta's AI Agent Seeks Access as IPO Bets Wobble

Meta's Muse AI agent is now available in Spanish in Mexico, where users can connect it to email, calendars, messages and Instagram—and hand a single company access to more corners of their lives. Meta says users control that access. The report warns that information shared with AI agents can't be taken back.

Mexico is the first country in Latin America to receive Muse. Meta México Country Manager Marco Casarin said the service can plan and carry out tasks, rather than simply answer questions. In a LinkedIn post, he described a tool that “takes tasks off your plate, accompanies you, organizes you, and keeps you focused.” Alexandr Wang posted on X on Nov. 5: “muse just touched down in mexico” and “órale, ya llegó.”

Convenience, With Access Attached

Muse's first planned connectors in Mexico cover retail, credit and lending, travel, car rental, entertainment and food delivery. Casarin named Cinépolis, Coppel, Despegar, Kavak, Liverpool and Rappi, saying users could use their services to buy movie tickets, find a car, plan a holiday trip and look for deals on everyday purchases.

“No more jumping from app to app, no more opening 10 tabs,” Casarin wrote. “Decide your goal, ask Muse for it, and enjoy.” The pitch is fewer screens and fewer steps. The exchange is access to personal information and services through a system built and operated by Meta.

“You decide what it can access,” Casarin said. He added: “You authorize every action before it happens, and you see everything it does and everything it plans to do.” Muse is available to users over 18 through iOS, Android and muse.ai. The report said compatibility with AI glasses was coming soon, and users would also be able to interact with Muse through WhatsApp.

SAS, a global software company, defines AI agents as “systems powered by AI that perform complex tasks or make informed decisions with varying human involvement.” It says agents go beyond traditional chatbots and large language models by combining data and analytics tools. Fast Company magazine has said Meta's controversial history with user data makes its privacy promises a hard sell. That history sits beside the invitation to connect more accounts.

Investors Set the Price of the Machine

Meanwhile, investors questioned whether Anthropic could hold presentations the following week and go public before the end of November at a valuation of US$1.5 trillion (R$8.22 trillion). Some investors called that figure the upper end of expectations and pressed for a more attractive price. Anthropic did not comment.

The roadshow had initially been expected to begin the week of Nov. 9, with a share price set the following week. Sources familiar with discussions said Anthropic might have to lower its asking price. The company's need to raise funds, history of quarterly losses and financial commitments to partners expanding AI operations weighed on negotiations. Investors were also waiting for October revenue figures missing from the updated S-1 filing; two sources said those figures would help show whether growth had accelerated after slowing in recent months.

A Market Built on Big Bets

Doubts grew on Wall Street and in Silicon Valley after two days of steep declines in AI-linked assets. The market move followed U.S. midterm elections held Tuesday (3). Several states had approved ballot initiatives to limit data-center expansion, adding political opposition to those facilities and other aspects of AI. A delay could also affect a stock market heavily influenced by large technology companies.

More than 50 technology stocks in the S&P 1500 fell 10% or more. Vanda Research said small investors' sales were the most intense since the start of the COVID-19 pandemic. “We're seeing a kind of buyers' strike in technology now,” said Keith Lerner, chief investment officer at Truist Advisory Services in Atlanta. Rick Meckler, partner at Cherry Lane Investments, said investors would remain interested, though valuations might pull back. The people expected to absorb a possible transaction of up to US$100 billion (R$548 billion) are also the ones whose hesitation can stall it. The system sells the future at a price; the market still gets to decide who pays.