Meta's new Muse AI agent retains 73% of new users the day after they install it, nearly twice the rate of OpenAI's ChatGPT according to Sensor Tower, though Muse loses users quickly and ChatGPT pulls ahead between days eight and nine. Muse's daily active users climbed to 2.182 million on Oct. 5, per Similarweb, with usage rising steadily through October. A concern is that websites, such as Amazon, are blocking AI agents from browsing or making purchases, which could limit Muse's usefulness. 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 in sales by 2030.
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Related tickers and likely impact
META
▲ Likely positiveMeta Platforms
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.8T |
| Close on 10/09/2026 | 718.67 |
| Change that session | -0.31% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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