A new personal AI agent launched on September 8 has been downloaded 10.9 million times in six weeks, according to Sensor Tower data, with more than 10.2 million downloads in the U.S. Its daily active users reached about 2.5 million for the first time on October 16, up 15% week over week, and Sensor Tower says only 11 other apps have hit 10 million U.S. downloads within 40 days. Over the past 30 days, U.S. downloads of a leading chatbot app fell 25%. A Deutsche Bank analyst projected the product could account for up to 8% of its parent company's revenue by 2030, roughly $36 billion, with a low-end estimate of $2.4 billion. The article notes that Meta, Yelp, Snap, SoundHound and Nextdoor are also building their own AI agents.
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Related tickers and likely impact
META
▲ Likely positiveMeta Platforms
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.9T |
| Close on 10/19/2026 | 705.44 |
| Change that session | -0.55% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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