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AI NewsMeta’s Muse just stole the AI spotlight from OpenAI and Anthropic

Meta’s Muse just stole the AI spotlight from OpenAI and Anthropic

2:42 AM IST · September 26, 2026

When AI leaders at OpenAI and Anthropic started talking about “pacing the frontier,” maybe someone should have asked: what pace? Now it’s turned into model drop week for both companies asAnthropic rolled out Opus 5.5, followed byOpenAI’s GPT-6 model updatesjust 90 minutes later. But the company that stole the spotlight was Meta, whosepersonal AI agent Museis reportedlyoutpacingChatGPT’s early numbers and is headed forsmart glassesand a tinyTamagotchi-style devicenext. On this episode of TechCrunch’sEquitypodcast, Kirsten Korosec, Anthony Ha, and Sean O’Kane dig into Meta’s consumer AI strategy and what it means for the startups trying to build on top of this technology, covering everything from where the money is flowing to which AI products might actually become part of people’s daily lives. They also get into a16z’s new school for aspiring founders and two very different AI and hardware deals. Listen to the full episode to hear more about: Subscribe to Equity onYouTube,Apple Podcasts,Overcast,Spotifyand all the casts. You also can follow Equity onXandThreads, at @EquityPod.

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Meta’s Muse just stole the AI spotlight from OpenAI and Anthropic