User Growth and Engagement

Meta announced during its third-quarter earnings call that its AI application Muse has reached more than 10 million users, confirming prior estimates from market intelligence firm Sensor Tower.

CEO Mark Zuckerberg highlighted strong user retention, noting that approximately 25% of individuals who set up Muse interact with the application daily.

Data shared during the call revealed that over a quarter of engaged users utilizing the AI agent for shopping recorded an average purchase size exceeding $200.

The platform facilitates agentic shopping by integrating financial technology connectors to link payment applications securely with customer accounts.

Security and Productivity

In addition to commerce, popular use cases include personal productivity integrations with email and calendars. Zuckerberg emphasized user trust supported by infrastructure like the Muse Secure VM, with plans for a future Confidential VM configuration.

Monetization and Infrastructure

Following achieved product-market fit, Meta plans to scale the AI agent, optimize compute expenditures, and eventually target monetization figures exceeding the annual revenue per user generated across its traditional app family.

The company intends to keep Muse free for standard users while retaining a percentage of transactions and offering paid tiers for advanced models and tokens.

Leadership expressed confidence that the platform will achieve profitability once scaled.

Infrastructure buildout aims to support over a billion users in coming years, with anticipated compute cost efficiency improvements of more than 10x over the next year.

Hardware Integration and Future Plans

Muse is positioned to play a central role in Meta's hardware strategy, including smart glasses development within the Reality Labs division.

Future roadmap plans also include the Muse network concept, designed to allow interactions between individual user AI agents.

The architecture aims to shift transactions from traditional business websites to direct communication between user and merchant agents.