Meta's AI agent Muse hits 9 million downloads, challenging Amazon and Apple

cnbc.com — October 22, 2026 at 08:01 PM UTC

Meta's new AI agent Muse reached 9 million U.S. downloads in 36 days, compared to 670 days for Anthropic's Claude, signaling rapid adoption that analysts say could generate billions in new revenue for Meta and reshape online commerce. Muse's fast start has prompted Citi analysts to project $27 billion in revenue over several years through subscriptions and transactions. Meta CEO Mark Zuckerberg called the bot "the centerpiece of our vision," noting the company raised credit limits with Stripe due to user demand. Amazon has blocked Muse access, and analysts warn AI agents could bypass Apple's App Store fees. Privacy and security concerns remain significant hurdles, as researchers found vulnerabilities exposing personal files through Muse-shared pages. Meta paused that functionality and faces a $25 billion penalty order in New Mexico over data practices. Wall Street remains bullish, with analysts forecasting Meta revenue growth from $255 billion to $430 billion by 2029.

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