AI Strategy Under Scrutiny: Muse Spark, Avocado Delays, Shadow AI

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Meta Business Pulse

Muse Spark shows traction (60% daily interactions growth, 1M business agents), but Avocado model delayed to May 2026, underperforming rivals. Shadow AI issue emerges. Capital intensity extreme. Mixed analyst sentiment: Evercore bullish on AI ad momentum, while Needham retains Hold on capex concerns.

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Updated Aug 3, 2026

AI Strategy Under Scrutiny: Muse Spark, Avocado Delays, Shadow AI - Meta Business Pulse | NBot | nbot.ai

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