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● LIVE Updated 1h ago · 17 sources tracked

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

Meta announced during its third-quarter earnings call that its artificial intelligence assistant Muse has surpassed 10 million users across the United States and Canada in about six weeks. CEO Mark Zuckerberg noted that shopping and personal productivity rank among the top activities for users, with a quarter of people who set up the agent using it daily. Meta envisions taking a cut of transactions as a new revenue source beyond its traditional advertising business. Profitability for the initiative depends on growing revenue and sharply improving computing efficiency.

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  • ✓ Meta's artificial intelligence assistant Muse has attracted more than 10 million users in the United States and Canada in approximately six weeks.
  • ✓ Shopping and personal productivity are top activities for Muse users, according to Meta.
  • ✓ A quarter of people who set up the AI agent use it daily, according to Mark Zuckerberg.
  • ✓ Meta envisions taking a cut of transactions as a new revenue source beyond its ad business.
🛡️ Source Corroboration: 17 independent reporting domains (95% confidence) ⏱ Read time: ~2 min

What changed

Meta revealed official adoption figures for Muse and outlined a commerce strategy that includes taking a cut of user transactions.

Live updates

  1. Meta Reports Muse Has Over 10M Users With Shopping Focus

    Meta announced during its third-quarter earnings call that its artificial intelligence assistant Muse has surpassed 10 million users across the United States and Canada in about six weeks. CEO Mark Zuckerberg noted that shopping and personal productivity rank among the top activities for users, with a quarter of people who set up the agent using it daily. Meta envisions taking a cut of transactions as a new revenue source beyond its traditional advertising business. Profitability for the initiative depends on growing revenue and sharply improving computing efficiency.

    Why it matters

    The rollout of Muse represents a strategic shift for Meta as the company seeks to monetize artificial intelligence beyond digital ads by tapping directly into user commerce. Investors are looking closely at how Zuckerberg plans to turn costly artificial intelligence investments into cash cows. The company also announced plans to narrow its artificial intelligence infrastructure spending and issue non-voting Class C shares.

    What is confirmed

    • Meta's artificial intelligence assistant Muse has attracted more than 10 million users in the United States and Canada in approximately six weeks.
    • Shopping and personal productivity are top activities for Muse users, according to Meta.
    • A quarter of people who set up the AI agent use it daily, according to Mark Zuckerberg.
    • Meta envisions taking a cut of transactions as a new revenue source beyond its ad business.

    Still unconfirmed

    • Profitability for Meta depends on growing revenue and sharply improving computing efficiency.

    What to watch next

    • Further details on Meta's commercial strategy and transaction fee implementation for Muse.
    • Developments regarding Meta's proposed non-voting Class C stock issuance and AI infrastructure spending.
    Sources used for this update (18)
    1. finance.yahoo.com — Yahoo Finance - Stock Market Live, Quotes, Business & Finance News
    2. help.naver.com — Futures Flat As Oil Rebounds After Trump's "Energy Ceasefire" Unravels, Memory Stocks Slide | ZeroHedge
    3. Bloomberg.com — Meta Investors Are Looking to Zuckerberg for the Muse Payoff
    4. techcrunch.com — Meta says Muse has over 10M users, with shopping a top activity
    5. TechCrunch — Meta says Muse has over 10M users, with shopping a top activity
    6. Reuters — Breakingviews - COMMENTARY: Meta's costly Muse calls for rethink on profit
    7. Business Insider — Meta has a plan to turn 2 highly unprofitable divisions into massive cash cows
    8. Engadget — Mark Zuckerberg Says Meta Is 'Entering A New Phase' With Muse
    9. Garbage Day — Is Meta's Muse assistant actually popular?
    10. Gizmodo — Zuckerberg Wants To Build A Giant Online Network Of AI Agents
    11. Yahoo Finance — Meta Muse Wants to Run Your Life, and Analyst Says the Winner Will Be Whoever You Trust ‘With Their Card and Their Habits’
    12. myinvestingnews.com — Intelligent Alpha’s Doug Clinton Says the AI Selloff Looks Like a “Routine Drawdown,” and the Trade May Be Closer to the End Than the Beginning
    confidence 95%
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