4 hrs ago
Wall Street Bets Meta’s Muse Could Become AI Revenue Engine
Meta made a new AI assistant called Muse.
Muse can do tasks such as sending emails, booking trips, and completing transactions.
People can use a basic version for free or pay $20 or $100 each month for heavier use.
The app is currently available on iPhones and Android devices in the United States and Canada.
It received 2.8 million downloads during its first 12 days.
Investors became excited because they think Muse could help Meta earn money from AI.
Meta’s stock rose more than 20% after the launch.
Some analysts believe Muse could become very popular, although they say it is still early.
Other analysts noted that Meta previously faced criticism over its Llama 4 AI models.
Meta’s Muse AI assistant launched on September 8 with free and paid tiers priced at $20 and $100 per month.
Muse can send emails, book travel, and complete transactions, including selling a car for a user.
The app recorded 2.8 million downloads in its first 12 days in the United States and Canada, according to Apptopia.
Meta shares have risen more than 20% since Muse launched, adding over $200 billion in market value.
Jefferies estimated that 1 billion users and a 3% paid-conversion rate could generate $10.8 billion in annualized revenue.
- Who
- Meta Platforms, Wall Street investors, and financial analysts evaluating its Muse AI assistant.
- What
- Meta launched Muse, an AI agent designed to perform multi-step tasks and potentially create a new revenue stream.
- Where
- Muse is available on iOS and Android in the United States and Canada.
- When
- Muse launched on September 8; its first 12 days produced 2.8 million downloads, and Meta shares rose more than 20% afterward.
- Why
- Investors expect Muse’s free and paid versions, broad distribution, and ability to complete tasks could expand Meta’s AI monetization.
Key facts
- Product
- Muse, an AI assistant from Meta Platforms
- Launch date
- September 8
- Availability
- iOS and Android in the United States and Canada
- Pricing
- Free basic version; paid tiers cost $20 and $100 per month
- Early downloads
- 2.8 million in the first 12 days, according to Apptopia
- Meta stock performance
- Shares rose more than 20% after Muse launched
- Potential revenue
- Jefferies estimated $10.8 billion in annualized revenue under a 1-billion-user, 3% paid-conversion scenario
Quotes
UBS Global Wealth Management analysts
Analysts at UBS Global Wealth Management
“early evidence that consumer AI agents could achieve broad adoption, offering new AI monetization opportunities beyond enterprise application”
CNBC TV 18
“While it is still early, we believe that Muse has the potential to become the most widely used consumer AI application since ChatGPT”
CNBC TV 18
Michael O'Rourke
Chief market strategist at JonesTrading
“The market has interpreted Muse as a boon for the already significantly bottlenecked CPU market”
CNBC TV 18
Sources
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