NEWS · COMPANIES · #2384
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.
KEY POINTS
- 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.
- This shows large-scale adoption and a potentially lucrative commerce use-case for an AI agent, while Meta's 10x compute-efficiency target and privacy VM plans signal pathways to profitable, privacy-preserving scaling.
WHY IT MATTERS
This shows large-scale adoption and a potentially lucrative commerce use-case for an AI agent, while Meta's 10x compute-efficiency target and privacy VM plans signal pathways to profitable, privacy-preserving scaling.