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On its earnings call Apple CFO Kevan Parekh said AI could drive customer upgrades and create opportunities “across third‑party apps and partnerships,” without giving specifics. Reuters reports investors are speculating Apple might distribute third‑party AI agents through the App Store and take a revenue cut as App Store commission income faces regulatory and legal pressure.
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.
Meta is rolling out several updates to its Muse AI agent: Muse agents will get their own email addresses for task handling and communication, the Muse Mac app will gain the ability to use the computer, and Muse will support live video conversations with customizable voice plus a new Muse Realtime Avatar model to drive movement. Meta says it plans to bring Muse to its smart glasses in the coming months and reported that Muse topped App Store charts after launch.
Meta has released Muse for Mac, a desktop version of its AI assistant that can interact with files, messages, calendar, notes and mail inside their native macOS apps. The app requires opt-in access and prompts for approval before performing sensitive actions; Muse previously launched on mobile and web this month and quickly climbed the U.S. App Store charts.
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