Crypto bettors have lowered the odds that Meta Platforms (NASDAQ:META) will make Muse-powered AI glasses available before year-end. Polymarket currently prices a 21% chance this happens by October.
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METAartificial intelligencetech stocks
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Related tickers and likely impact
META
• NeutralMeta Platforms
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.9T |
| Close on 10/20/2026 | 694.44 |
| Change that session | -1.56% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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Meta (META) and Google (GOOG) are heading for a showdown over consumer AI assistants, a race to control the next dominant tech platform. Meta's Muse, which launched last month as the first popular AI agent for everyday users, has hit a download milestone, but cautious users may wait for Google or Apple (AAPL) given how much trust is needed for emails, calendars and wallets. Bank of America analysts said Google is well positioned with proprietary models, custom silicon and broad distribution, and a competitive agent or broader Gemini 4 launch could be catalysts. The two firms account for more than half of global digital ad revenue, yet AI agents could move users away from the screen-phone-app model that underpins those businesses.
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- Meta's Muse AI agent hits 10.9 million downloads as ChatGPT slides 25%
Meta's Muse has reached 10.9 million downloads since its Sept. 8 launch, with more than 10.2 million from the US, according to Sensor Tower. US downloads of OpenAI's ChatGPT fell 25% over the past 30 days compared with the prior 30-day period. Muse first reached 2.5 million daily active users on Oct. 16, with DAUs up 15% week over week, and only 11 other apps have hit 10 million US downloads within 40 days, the latest being Meta's Threads in July 2023. Deutsche Bank analyst Benjamin Black sees Muse reaching up to 8% of Meta's revenue by 2030, roughly $36 billion, with a low-end forecast of $2.4 billion. Meta is slated to report earnings after the close on Wednesday.
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