Meta's Muse AI agent passes 10 million users since its September launch

what happened

Meta Platforms CEO Mark Zuckerberg said on an investor call after the company's latest earnings that its Muse AI agent has attracted more than 10 million users in the U.S. and Canada since its September 8 launch. About 25% of users engage with it daily, and he said early adopters retain better the longer they use it, according to Stocktwits.

Zuckerberg said Meta is adding compute capacity to serve more than 1 billion people over the next few years. The company aims to improve Muse's cost efficiency more than tenfold within the next year, which he said would help make the service profitable. Meta plans a freemium model, with commerce tools earning fees on transactions and paid subscriptions for the most advanced models.

META shares have gained more than 7% year to date, and retail sentiment on Stocktwits shifted from neutral to bullish over the past 24 hours, the platform said.

why it matters

For markets, the key point is that Meta is shifting from building AI products to scaling and monetizing them, which means compute costs will rise. Investors will watch whether the company can lower those costs and turn commerce activity into revenue.

market impact

META: investor focus moves to AI monetization and rising compute spending

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