Meta Muse Hits 10M Users, $200+ Average Shopping Spend
By Ali Al-Montaser — Senior AI Technical Editor
Meta confirmed during its Q3 earnings call that its AI app Muse surpassed 10 million users, with 25% daily usage and an average purchase value exceeding $200 through agentic shopping. The app remains free for most users with a cut of commerce transactions and paid tiers for advanced users. Meta targets a 10x reduction in operating costs within a year and teased a future 'Muse Network' for agent collaboration.
Executive Overview
Meta has officially confirmed that its AI application Muse has surpassed 10 million users, a milestone announced during the company's Q3 earnings call on Wednesday. CEO Mark Zuckerberg revealed that 25% of users engage daily, and more than a quarter of shoppers on the platform recorded an average purchase value exceeding $200 through agentic shopping. The app remains free for most users, with Meta taking a cut of commerce transactions and planning paid tiers for advanced users. The company also targets a 10x reduction in operating costs within the next year and teased a future 'Muse Network' for agent collaboration among friends and families.
📊 Official Technical Specifications & Data Sheet
| Technical Aspect | Confirmed Official Data |
|---|---|
| 💰 Pricing & Usage Cost | Free for most users with a percentage cut from commerce transactions; paid plans for advanced users to access more sophisticated models or additional tokens (token pricing not yet announced). |
| 🌐 Platforms & Availability | Muse app available across Meta platforms; expected to play a pivotal role in the smart glasses strategy (Reality Labs). |
| ⚡ Performance & Speed Metrics | 25% of users use Muse daily; plan to improve cost efficiency by more than 10x over the next year. |
| 🛡️ Security & Breach Resistance | Muse Secure VM for data and privacy protection; Muse Confidential VM coming to prevent even Meta from viewing user content. |
| 🧠 Context Window | Context window size not officially disclosed in the report. |
| 🌍 Arabic Language & Regional Support | Report does not mention Arabic language support level or service availability in Arab countries. |
Deep-Dive Features & Architecture
During the Q3 earnings call, Mark Zuckerberg asserted that Muse has achieved product-market fit, with Meta now shifting focus to scaling, increasing revenue, and optimizing compute costs. Muse leverages the Plaid connector to enable agentic shopping, and Zuckerberg noted that Plaid reported unprecedented activity for its connector on any other service. Beyond shopping, common use cases include personal productivity tasks such as linking the agent to email and calendars, reflecting user trust in the security settings.
Security features include Muse Secure VM for data and privacy protection, and the upcoming Muse Confidential VM that will prevent even Meta from accessing user content. Meta expects Muse to generate higher revenue per user than its current app family (Facebook, Instagram, WhatsApp, and Messenger), which currently stands at 'several hundred dollars per year.' Meta also plans to build compute capacity to serve over a billion people in the coming years, while improving cost efficiency by more than 10x next year.
Benchmark & Competitive Performance
With 10 million users and 25% daily usage, Muse positions itself at the forefront of agentic AI apps in terms of engagement. The average purchase value exceeding $200 through agentic shopping is a strong indicator of commercial conversion, outperforming traditional shopping models. Meanwhile, the Reality Labs segment continues to post expected losses, improving from $19.1 billion in 2025 to $15 billion this year, making Muse a potential pillar to offset these losses through commerce revenue.
Industry Impact & Enterprise Adoption
Although Arabic language support is not explicitly mentioned, Muse's agentic shopping model opens prospects for e-commerce applications in the Arab region, where retailers can connect AI agents to customers via connectors similar to Plaid. Development costs for Arab startups may decrease with Meta's plan to cut operating costs by more than 10x, potentially reflecting on access prices for advanced models. However, the absence of data on Arabic text processing efficiency and context window limits precise assessment and calls for following official announcements on localization.
Conclusion
Meta's announcement that Muse surpassed 10 million users with a $200 average purchase value marks a turning point in the agentic AI business model, with expectations of profitability after a 10x cost reduction. Zuckerberg teased the 'Muse Network' that will shift the app from an individual experience to collaboration among friends' and families' agents, reinforcing Meta's position in the intelligent agents market.
Media Source: TechCrunch AI | Fact Verification & Analysis: AI Tools Oasis
Frequently Asked Questions
Meta officially announced during its Q3 earnings call that the Muse AI app has surpassed 10 million users, confirming earlier Sensor Tower estimates.
More than a quarter of active users who shop through Muse recorded an average purchase value exceeding $200, according to Mark Zuckerberg.
Meta keeps Muse free for most users while taking a percentage of commerce transactions, and charges advanced users for access to more sophisticated models or additional tokens. Profitability is expected after scaling and reducing costs by more than 10x.
Muse includes 'Muse Secure VM' to protect user data and privacy, and an upcoming 'Muse Confidential VM' that will prevent even Meta from viewing user content.
Zuckerberg said Muse is currently compute-intensive, but Meta expects to improve cost efficiency by more than 10x over the next year, enabling profitability once revenue reaches scale.
AI Tools Oasis Team
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