D. All three — Adoption, retention and monetization all need to work before Muse becomes a durable AI business. Early adopters does not mean automatic monetization .. it is curiosity. Growth is also regional based, maybe the uptake is good in the USA but facing backlash in Europe and how much other players like Amazon, Alibaba, will let Muse access their infrastructure and run freely??
I have been buying ( A ) for capital growth and (B) for future dividends. if I have to choose I'll pick B for now as A stock prices are too hot and the dip in B stocks will give me more shares