GoKawiilMeta: AI agent Muse surpasses 10 million users, shopping drives high spend
Meta confirmed on its Q3 earnings call that Muse, its AI app, has topped 10 million users, matching an earlier estimate from Sensor Tower. CEO Mark Zuckerberg said about a quarter of users open Muse daily, and more than a quarter of engaged shoppers using the agent spend over $200 on average per purchase, a figure he said surprised payments partner Plaid.
GoKawiil's interpretation of the reporting above, not reported fact.
Zuckerberg's comments suggest Meta sees Muse's agentic shopping and productivity features as validating a 'product-market fit' that could justify scaling investment and compute spend. His projection that Muse could eventually out-earn Meta's core apps per user hints at a strategic pivot toward commerce-driven AI revenue, though this remains a forecast rather than a confirmed outcome.
- Muse has surpassed 10 million users, confirming Sensor Tower's earlier estimate
- Over a quarter of shopping users spend more than $200 on average per purchase via the AI agent
- Meta plans to monetize Muse by taking a cut of commerce while keeping it free for most users
Source: techcrunch.com — Sarah Perez, 2026-10-21
Published there as: “Meta says Muse has over 10M users, with shopping a top activity”
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