Meta’s newly launched personal AI assistant app, Muse, has risen to the top of app store download charts within less than two weeks. According to CNBC, Muse’s current download performance has surpassed ChatGPT, Grok, and Claude, demonstrating that Meta has gained significant traction in its initial push into the AI agent market.
Can handle web-based tasks
Muse is positioned by Meta as a personal AI assistant for everyday users. It can perform a variety of tasks on web pages, including filling out forms and organizing email inboxes. The app is powered by Meta’s Muse Spark model family and is one of CEO Zuckerberg’s key products in advancing the AI agent business.
Increased download popularity drives the stock price higher.
Market interest in this app is also reflected in the stock price. Meta's stock rose more than 11% on Monday. According to multiple media reports, Wells Fargo subsequently raised its target price for Meta to $796.
Bernstein analyst Stacy Rasgon said that previously, most AI agent applications had not truly reached mainstream consumers, but new products like Muse are beginning to show potential for broader adoption.
Subscription and platform partnership progress in tandem
Muse currently offers a free version, along with subscription plans priced at $20 and $100 per month based on usage. For Meta, this means AI products could potentially generate revenue streams distinct from online advertising.
However, the commercial potential of AI agents remains to be seen. Previously, some AI products experienced rapid popularity upon launch but failed to sustain long-term interest. The report notes that similar situations occurred with OpenAI’s Sora and Meta’s own Vibes AI video tool.
Amazon restricts access; Shopify chooses to collaborate.
As Muse attempts to perform tasks on more websites, attitudes from external platforms have begun to differ. GeekWire reported that Amazon restricted Muse’s bot access to its website on Sunday night, citing privacy and security risks.
An Amazon spokesperson stated that third-party applications placing orders on behalf of users to other merchants should operate transparently and respect the service providers' decisions on whether to participate. In contrast, Shopify CEO Tobias Lütke said on Monday that the platform is collaborating with Meta to support AI agent checkouts in its online stores.
Additional information: The report also noted that Meta recently agreed to pay approximately $17 billion to settle with a coalition of state attorneys general. The related lawsuits alleged that Meta made misleading statements regarding the harm caused to teenagers on Facebook and Instagram, increasing public scrutiny of Muse’s data usage practices.