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Meta says its Muse AI agent has passed 10 million users, with shopping a top use
Meta said on its third quarter earnings call that more than 10 million people have adopted Muse, its AI agent app. Mark Zuckerberg said about 25% of people who set it up use it daily, and over a quarter of engaged users who shopped through it had average purchases above $200.
Key points
- Meta says more than 10 million users have adopted Muse, and about 25% use it daily.
- Over a quarter of engaged shoppers had average purchases above $200.
- Meta plans to keep Muse free for most users and charge power users.
What happened: Meta said on its Wednesday earnings call that more than 10 million users have adopted Muse, TechCrunch reported, confirming estimates released earlier in the week by Sensor Tower. CEO Mark Zuckerberg said about 25% of people who set up Muse use it daily.
The details: Over a quarter of engaged users who shopped through the agent had an average purchase size above $200, according to the report. Muse uses Plaid's connector to link payment apps to bank accounts, and Zuckerberg said Plaid told Meta it had not seen this level of activity on any other service. Personal productivity tasks, such as connecting Muse to email or calendars, are also popular. Meta offers a Muse Secure VM for user data and plans a Muse Confidential VM meant to keep even Meta from seeing users' content. A release date has not been disclosed.
Background: Meta plans to keep Muse free for most users, take a percentage of commerce on the platform and charge power users who want the most advanced models or more tokens. Zuckerberg said Meta expects Muse to eventually earn more revenue per user than Facebook, Instagram, WhatsApp and Messenger, and to become profitable after it scales.
What to watch: Muse is compute intensive. Meta says it is building capacity to serve more than a billion people over the next few years and expects to improve cost efficiency by more than 10x within a year. The commission rate has not been disclosed.
Our take
Strong daily use and agent shopping on Muse show consumers trusting agents with email, calendars and payments, which raises expectations for workplace agents too.