Meta announced on its Q3 earnings call that its conversational AI product, Muse, now counts more than ten million users, a figure that aligns with recent market-intelligence estimates. The company highlighted the rapid adoption as evidence that the service has moved beyond early experimentation into mainstream usage.
According to the earnings briefing, roughly one in four individuals who configure Muse engage with it on a daily basis, a pattern that Meta says is boosting overall user retention across its platforms. This sustained interaction suggests that the AI assistant is becoming a habitual tool for a sizable segment of its audience.
Shopping through the Muse agent emerges as a particularly lucrative activity; more than 25 % of active shoppers record average transaction values exceeding two hundred dollars. Meta’s chief executive noted that Plaid, the fintech firm that powers the payment link, described the volume of activity as unprecedented for its connector technology.
Beyond commerce, users are employing Muse for productivity tasks such as linking the assistant to email accounts and calendar schedules. The company points to these integrations as a sign of confidence in its security architecture, which currently includes a component called Muse Secure VM and an upcoming Muse Confidential VM designed to keep even Meta from accessing user content.
Mark Zuckerberg stated that Muse has achieved product-market fit and that the next phase will focus on scaling the service, expanding revenue streams, and trimming compute expenses. He projected that, over time, revenue per Muse user could outpace the several-hundred-dollar annual average generated by Meta’s family of apps, including Facebook and Instagram.
On the infrastructure side, Meta is building capacity to support more than a billion users in the coming years. The firm expects to cut the cost of running Muse by more than tenfold within the next twelve months, a reduction that would allow the product to become profitable once transaction volumes reach scale.
Muse is also slated to play a central role in Meta’s smart-glasses roadmap. The Reality Labs division, which handles wearable hardware, is projected to narrow its losses from $19.1 billion in 2025 to $15 billion this year, with Muse-enabled interactions forming a key part of the turnaround strategy.
Looking ahead, Zuckerberg hinted at a “Muse network” that would let individual agents collaborate across friends and families, turning the experience from a solitary task into a shared one. In this envisioned ecosystem, purchasing would involve conversing directly with a merchant’s AI representative rather than navigating a traditional website.