Meta's Muse AI Agent Tops 10 Million Users as Shopping Drives Engagement
During its Q3 earnings call, Meta revealed that its AI application, Muse, has reached over 10 million users, corroborating previous findings from Sensor Tower. CEO Mark Zuckerberg highlighted that approximately 25% of users are active daily, with a significant portion of shoppers spending more than $200 on average. Muse integrates with payment platforms through Plaid, which has seen record usage of its connector. Additionally, users leverage Muse for personal productivity, showcasing their confidence in its security. Meta intends to expand Muse, targeting greater revenue per user compared to its platforms like Facebook and Instagram. While most users will access Muse for free, premium features will come at a cost. Zuckerberg expects profitability and the development of a "Muse network" for user engagement.
Key facts
- Meta said Muse has more than 10 million users, confirming earlier Sensor Tower estimates
- About 25% of people who set up Muse use it daily
- Over a quarter of engaged shopping users had an average purchase size above $200
- Muse uses Plaid's connector to enable agentic shopping
- Meta forecasts Muse will eventually earn more revenue per user than Facebook, Instagram, WhatsApp and Messenger, currently around several hundreds of dollars annually
- Meta plans to improve Muse's cost efficiency by more than 10x in the next year
- Reality Labs losses are expected to improve from $19.1 billion in 2025 to $15 billion this year
- Zuckerberg teased a "Muse network" connecting users' agents with those of friends and family
Entities
Artists
Institutions
- Meta
- Sensor Tower
- Plaid
- Reality Labs
- Messenger