Mark Zuckerberg said demand for Meta’s Muse was so high, he had to get Stripe to raise credit limits

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   Meta's Muse AI Reaches 10M Downloads Amid Massive Shopping Demand

   Meta CEO Mark Zuckerberg announced that more than 10 million users in the United States have downloaded the Muse AI agent within 40 days, a milestone achieved by only 11 other apps. User demand for shopping through the assistant grew so intense that Meta had to contact Stripe to raise credit limits. The fluffy, rosy-cheeked Muse mascot was introduced six weeks ago to help people shop, positioning Meta to potentially earn revenue by taking a cut of transactions alongside its core advertising business.

   Why it matters

   The rapid adoption of Muse highlights a major shift in how consumers interact with artificial intelligence, particularly resonating with older adults. While Zuckerberg envisions Muse eventually out-earning Facebook and Instagram per user, analysts warn that the product is burning cash at a high rate. Privacy experts have also expressed concern over the massive volume of personal and transactional data flowing through the shopping assistant.

   What is confirmed

   • Meta's Muse hit 10 million US downloads in 40 days.
   • Mark Zuckerberg stated that demand was so high he had to get Stripe to raise credit limits.
   • Zuckerberg announced the milestone during the company's October 21 earnings call.

   Still unconfirmed

   • Deepwater Asset Management's Gene Munster warned that Muse is losing more money than any other product Meta has launched.

   What to watch next

   • Whether Meta successfully monetizes Muse transactions to offset high operational cash burn
   • Regulatory or privacy scrutiny regarding older adult user data
   • Sustained user retention past the initial 40-day adoption wave
   Sources used for this update (16)

   1. TechCrunch — Meta’s Muse hits 10M US downloads in 40 days, a milestone reached by only 11 other apps
   2. Fortune — Mark Zuckerberg said demand for Meta’s Muse was so high, he had to get Stripe to raise credit limits
   3. Yahoo Finance — Meta has big plans for its Muse AI agent
   4. Time Magazine — Meta's Muse AI Is Winning Over Older Adults. Privacy Experts Are Worried
   5. CNET — Tons of People Are Apparently Asking Meta’s Muse AI Agent to Shop for Them
   6. WSJ — Meta’s Muse Is Going Gangbusters. But Where Is the Payoff?
   7. Bloomberg.com — Meta’s Muse Can’t Be a Freeloader’s Paradise Forever
   8. fortune.com — Mark Zuckerberg said demand for Meta’s Muse was so high, he ...
   9. Yahoo Finance — Meta Is Doing Something It’s Never Done Before. Here’s What It Means for Investors.
   10. Barron's — Meta’s Muse Is a Huge Hit. Its Success Could Hammer the Stock Market.
   11. Business Insider — What on Earth are people spending so much money on with Muse?
   12. finance.yahoo.com — Mark Zuckerberg Says Muse Could Out-Earn Facebook, Instagram Per User, But Analyst Warns It’s 'Losing' More Money Than Any Other Product Meta Has Launched
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