Meta says Muse has over 10M users, with shopping a top activity

Key Points:

• Meta's AI app Muse has surpassed 10 million users, with about 25% of new users engaging with it daily, significantly boosting user retention, according to CEO Mark Zuckerberg during the Q3 earnings call.
• Over 25% of Muse's shopping users have an average purchase size exceeding $200, a level of activity unprecedented even for Plaid, the fintech company enabling secure payment connections for Muse.
• Muse is widely used not only for shopping but also for personal productivity tasks, with strong user trust in its security features like “Muse Secure VM” and the upcoming “Muse Confidential VM,” which prevents Meta from accessing user content.
• Meta plans to scale Muse, aiming for profitability by improving compute cost efficiency by over 10x within a year, and forecasts that Muse users will eventually generate more revenue per user than those on Facebook, Instagram, WhatsApp, and Messenger.
• Muse will be integral to Meta’s smart glasses and Reality Labs strategy, with future plans to create a “Muse network” allowing users’ AI agents to collaborate with friends and family, transforming interactions into agent-to-agent communication rather than traditional website navigation.