In a new investor note issued today, Bank of America says Meta’s new Muse AI agent highlights how third-party AI agents could increasingly bypass Apple’s ecosystem and threaten its services revenue. Here are the details.
Source: [9to5Mac](https://9to5mac.com/2026/09/29/bank-of-america-says-metas-muse-highlights-a-new-risk-for-apples-services-revenue/)