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

THE NEWS

What happened

Meta's AI app Muse has surpassed 10 million users, with shopping emerging as a primary activity. CEO Mark Zuckerberg highlighted that 25% of users engage daily, and the average purchase size exceeds $200. The platform leverages Plaid for secure agentic shopping and utilizes advanced security features like 'Muse Secure VM' to protect user data. Meta aims to monetize Muse through commerce revenue and premium subscriptions, targeting profitability by scaling compute efficiency. Additionally, Muse is integral to Meta's smart glasses strategy and will evolve into a collaborative 'Muse network' connecting users with friends and family.

CONTEXT

Why it matters

Meta's AI app Muse has crossed the 10 million user mark, with shopping identified as a leading use case. CEO Mark Zuckerberg revealed that 25% of users engage daily, and the average transaction size via the AI agent exceeds $200. The platform utilizes Plaid for secure financial connections and employs 'Muse Secure VM' to ensure data privacy. Meta aims to monetize Muse through commerce revenue and premium subscriptions, projecting profitability as compute efficiency improves tenfold. Additionally, Muse will play a central role in Meta's smart glasses strategy and is set to evolve into a collaborative 'Muse network' connecting users with their social circles.

AT A GLANCE

Key facts

• Meta's AI app Muse has reached over 10 million active users.
• Approximately 25% of users utilize the app on a daily basis.
• The average purchase size for engaged users shopping via Muse exceeds $200.
• Muse integrates Plaid's connector to facilitate secure agentic shopping experiences.
• Meta plans to monetize Muse through commerce revenue and premium AI model access.
• Reality Labs expects losses to decrease from $19.1 billion in 2025 to $15 billion this year.
• Zuckerberg announced the upcoming 'Muse network' for collaborative AI agent usage.