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

Your AI assistant can now complete purchases over $200, impacting online shopping habits.

Meta's AI app, Muse, has surpassed 10 million users, with a significant portion engaging in shopping activities. During its third-quarter earnings call, CEO Mark Zuckerberg reported that approximately 25% of Muse's users are daily active users, contributing to strong retention. Notably, over a quarter of engaged shopping users have an average purchase size exceeding $200, facilitated by Plaid's payment connector. Beyond commerce, Muse is also used for personal productivity, such as managing emails and calendars, indicating user trust in its security features like 'Muse Secure VM' and the upcoming 'Muse Confidential VM'. Meta plans to scale Muse, increase revenue, and optimize compute costs, with a projection that it will eventually generate more revenue per user than its existing family of apps.

Meta's strategic focus on Muse signals a significant shift in how AI agents are being commercialized, moving beyond simple task completion to driving high-value transactions. The company's confidence in Muse's revenue potential, aiming to surpass established platforms like Facebook and Instagram on a per-user basis, suggests a broader industry trend towards AI-powered commerce as a primary monetization strategy. This could reshape the competitive landscape, compelling other tech giants to accelerate their own AI agent development and integration into shopping experiences.

The success of Muse's agentic shopping, supported by robust security features and integrations like Plaid, sets a new benchmark for user trust and transactional capability in AI applications. As Meta plans to scale Muse and introduce a 'Muse network' for inter-agent collaboration, the implications for e-commerce and personal productivity are substantial. Watch for other platforms to explore similar network effects and advanced AI functionalities to capture a share of this emerging AI-driven market.