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EVENT TIMELINE

13

REGULATION · 1 SOURCE · The Verge AI

Meta says it may delay implementation of disputed new business terms

Meta said it may push the rollout of its updated ads and business terms past the current November 20 deadline after publishers and lawmakers raised concerns that the changes could allow Meta to use news content to train AI. Communications head Andy Stone said the company will consult industry groups and keep existing terms in place while discussions continue.

7.0

COMPANIES · 1 SOURCE · The Verge AI

Zuckerberg pitches Muse agent network as Meta’s future on Q3 earnings call

On Meta’s third‑quarter earnings call Mark Zuckerberg said Muse — the personal AI agent launched to the public last month — could become a "large‑scale" network of agents that transact and interact on users' behalf. He reported more than 10 million downloads in the US and Canada, ~25% daily usage among initial downloaders, and that ~25% of users are shopping via Muse with average purchases above $200, while privacy incidents and enterprise hesitancy were flagged as unresolved risks.

8.0

COMPANIES · 1 SOURCE · TechCrunch AI

Meta says Muse surpasses 10 million users; shopping is a leading use

Meta told investors on its Q3 earnings call that Muse has been adopted by more than 10 million users and that roughly 25% of people who set up Muse use it daily. CEO Mark Zuckerberg highlighted shopping as a top activity—over a quarter of engaged shopping users recorded average purchases above $200—cited Plaid usage, described Muse Secure VM and a forthcoming Muse Confidential VM, and said Meta expects to improve compute cost-efficiency by over 10x and scale Muse toward profitability and higher revenue per user.

8.0

COMPANIES · 1 SOURCE · TechCrunch AI

Meta’s Muse app reaches 10 million U.S. downloads in 40 days

Sensor Tower reports Meta’s AI companion Muse amassed about 10.9 million downloads since its September debut, including roughly 10.2 million in the U.S., becoming one of only a dozen apps to hit 10M U.S. downloads within its first 40 days. Meta has heavily promoted Muse across its ecosystem and via advertising (39% of October ad spend), and Sensor Tower data shows Muse has stronger short-term retention than rivals like ChatGPT, Claude and Grok and reached 2.5 million daily active users on October 16.

7.0

COMPANIES · 1 SOURCE · The Verge AI

Meta’s updated commercial terms appear to let it crawl business websites and use content to train AI

Nieman Lab reports that Meta’s new commercial terms, effective October 30, 2024, authorize automated crawling, indexing, and use of content from domains “associated” with business accounts on Facebook, Instagram, WhatsApp and Messenger; Meta may use that content to develop, research, improve and train its AI products. The terms say businesses that do not accept them may lose access to Meta’s products for commercial use, and Nieman Lab noted this could let Meta access publisher content beyond formal licensing deals.

7.0

COMPANIES · 2 SOURCES · The Verge AI · TechCrunch AI

Meta brings 'Your Algorithm' to Facebook and says it will use LLMs more for ranking

Meta is rolling out its Instagram-originated "Your Algorithm" feature on Facebook, letting users add and manage topics they want to see via "interested"/"not interested" controls that update recommendations in real time. Meta also says it is using large language models (LLMs) more in ranking systems, enabling natural-language interaction with the algorithm and in-session adaptation of recommendations; the company frames the change as "AI-powered" and notes follow-up questions may be asked to refine preferences.

7.0

COMPANIES · 1 SOURCE · TechCrunch AI

Meta rolls out LLM-based tools to detect ads that direct users to child sexual abuse material

Meta says it acted on 33.2 million pieces of child sexual exploitation content on Facebook and Instagram in H1 2026, with more than 97% detected by its systems before user reports. The company announced new AI measures — including a large language model to detect “signposting” (ads that appear benign but point to illegal content), additional automated scans, a red‑teaming AI agent to probe weaknesses, and systems to catch users who return with new accounts — and says it will block destinations and take action against accounts that violate its rules.

8.0

COMPANIES · 1 SOURCE · TechCrunch AI

Meta promotes Muse at Connect as downloads top ~3.4M

Meta’s new AI app Muse has seen rapid adoption since its Sept. 8 launch, with Sensor Tower estimating more than 3.4 million downloads and other firms reporting 2.3–4.3 million; downloads and daily activity spiked after Meta heavily promoted Muse at its Meta Connect conference, where the company announced new features including avatar video chat, Mac support, an email address for the agent, more partners/connectors and smart-glasses plans. Muse has reached No.1 on the U.S. App Store and Google Play, and Meta is pushing the app via house ads across Facebook and Instagram plus wider ad buys, though paid ads accounted for a minority of impressions early on.

8.0

COMPANIES · 1 SOURCE · The Verge AI

Meta unveils Horizon Create and Horizon Studio for AI-generated games (early access)

Meta announced two new Horizon development tools—Horizon Create (mobile) and Horizon Studio (browser)—that let users build 2D and 3D games from AI prompts; both are opening via an early-access waitlist. Published games can be recommended and played directly inside Facebook and Instagram feeds, and Meta positions this as a way to expand Horizon’s reach amid competition from platforms like Roblox.

7.0

COMPANIES · 1 SOURCE · TechCrunch AI

Appfigures estimates Meta’s Muse outpaced ChatGPT in early mobile downloads and DAUs

Third-party analytics firm Appfigures estimates that Meta’s new AI app Muse has seen higher downloads and daily active users in its first 12 days on mobile than ChatGPT did in the same period (U.S. and Canada iOS comparison): about 1.8M vs. 1.3M iOS downloads and 642k vs. 231k U.S. mobile DAU; Muse had ~2.8M global installs in 12 days. Appfigures’ figures are estimates and Meta has not released internal numbers or detailed cross-promotion data.

7.0

MODELS · 1 SOURCE · Meta AI

Meta launches Muse Image and previews Muse Video from Superintelligence Labs

Meta Superintelligence Labs released Muse Image, an agentic image-generation model that uses search and coding tools, self-refinement, and test-time compute scaling, and integrates with Muse Spark; Muse Image is available in the Meta AI app, on meta.ai, Instagram Stories in the US, and limited WhatsApp markets, with Facebook coming soon. Meta also previewed Muse Video (built on the same pretraining base) with native audio support and competitive fidelity; both models rank highly on Arena human-preference Elo and Muse Image embeds an invisible provenance signal called Content Seal for images created in Meta AI app and on meta.ai.

9.0

COMPANIES · 2 SOURCES · The Verge AI · TechCrunch AI

Meta launches Meta One subscription bundles that add paid AI usage alongside apps

Meta has rolled out Meta One subscription bundles globally that combine its standalone app subscriptions with additional AI usage; several tiers target individuals, creators, and businesses. The launch follows the recent release of Meta's AI assistant Muse, and some bundles were tested earlier this year.

7.0