Today's Internet - Better Than Coffee. RBLX Tiers, AMZN Delivery, META AI, Muse Spark

研报英文原文证据摘录

Today's Internet - Better Than Coffee. RBLX Tiers, AMZN Delivery, META AI, Muse Spark

May 14, 2026

●Meta expands AI chatbot access to Threads (link). Thread users can access Meta’s new Muse Spark AI model

by tagging @meta.ai and will be available in text-only. The feature is rolling out in Argentina, Malaysia, Mexico,

Saudi Arabia and Singapore. Our View: Threads adding Meta AI in a similar manner to Grok is a nice addition

to the platform and another step in helping boost engagement and close their user gap to X. Additionally, Meta

will benefit from integrating data from Threads onto other platforms as engagement rises over time, further

strengthening Meta's ability to drive monetization not only on Threads, but across the platform.

●Update to Muse Spark - Voice and Shopping (link). Meta introduced Muse Spark in April and yesterday,

introduced new features around voice and shopping. Our View: Voice and shopping features will only increase

engagement on Meta's platform with greater set of high-intent monetizable queries coming through Meta's

platform. We expect Agentic commerce as one of the next legs of growth for meta (in addition to Business AI)

and this step is the beginning of Meta's ambition to scale commerce on its platform.

Other Notable News:.

1. AI bond binge overwhelms Wall Street, pushes Alphabet abroad (link).

2. AMZN: Amazon’s AI shopping overhaul (link)

3. TikTok launches MCP server to let AI agents run campaigns (link).

4. MSFT: Microsoft spent over $100 billion on OpenAI partnership (link).

5. META: Mark Zuckerberg announces completely private encrypted Meta AI chat (link).

6. How Anthropic could take an OpenAI supplier off the table (link).

7. AMZN: FedEx CEO brushes off Amazon’s new logistics service that recently sent shares tumbling (link).

8.