# Consumer AI Can Reprice Entire Industries Before Replacing Them by Dave Blundin > "Stocks including Epicor, where I am the chairman, went down fifteen percent on back-to-back days because everybody thought, ‘I am going to find my auto insurance and my mortgage through Meta Muse.’ It is not going to play out that way, but the reaction was incredible. Everyone is starting to visualize whether Google Search will become completely irrelevant because Meta Muse looks like a copilot for life. That definitely is going to happen." > **— Dave Blundin**, *MOONSHOTS Live, September 25, 2026* ## Sources and Context - **Recording or publication:** [MOONSHOTS Live at 33:43](https://www.youtube.com/watch?v=Cbk7hdOwJj4&t=2023s) — The poster preserves the complete source object used in the research dossier; square brackets or ellipses, when present, are visible editorial repairs inherited from the reconciled source record. - **Reconciled source dossier:** [[research/Jensen Pushes Back on Doomers Moonshots Live|Jensen Pushes Back on Doomers Moonshots Live]] — preserves transcript order, speaker attribution, editorial conventions, and the surrounding argument from which this Reminder was promoted. ## Related Articles and Collections - **Collection:** [[collections/Machine Succession|Machine Succession]] - **Collection:** [[collections/Simple Reminders|Simple Reminders]] - **Article:** [[articles/Vertically Integrating an AI Superpower from AI Factory to Citizen|Vertically Integrating an AI Superpower]] - **Article:** [[articles/The Immediate AI Risk Is the Public|The Immediate AI Risk Is the Public]] ## Related Topics - [[wiki/Dave Blundin|Dave Blundin]] - [[wiki/AI Market Repricing|AI Market Repricing]] - [[wiki/Consumer AI|Consumer AI]] ## Share on Social Media ``` "Stocks including Epicor, where I am the chairman, went down fifteen percent on back-to-back days because everybody thought, ‘I am going to find my auto insurance and my mortgage through Meta Muse.’ It is not going to play out that way, but the reaction was incredible. Everyone is starting to visualize whether Google Search will become completely irrelevant because Meta Muse looks like a copilot for life. That definitely is going to happen." — Dave Blundin, MOONSHOTS Live, September 25, 2026 https://bryantmcgill.com/simple-reminders-dave-blundin-consumer-ai-reprice-entire-industries-before ```