AI Agent · Stripe · Meta · Mark Zuckerberg · Fortune Technology
Mark Zuckerberg confirms over 10 million people leveraged Meta’s Muse—and demand was so high
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The fluffy, rosy-cheeked Muse mascot rolled out by Meta six weeks ago to warm people up to the idea of having a personal AI agent might be doing the trick.
Key facts
- The tech giant devoted almost $35 billion to capital expenditures in the third quarter, driven by AI servers, data centers, and network infrastructure, and it reported negative free cash flow of $2.1
- One-quarter of Muse adopters use it daily, and the most common use case is shopping, Zuckerberg said, with an average purchase size of over $200
- Meta CFO Susan Li said the company is working with partners including Shopify and Walmart to develop a standard called the Personal Agent Protocol to define how consumers’ agents can securely
- In the near term, Muse is compute-intensive to run, but we expect to improve its cost efficiency by more than 10x in the next year,” Zuckerberg said
Summary
“To put this in perspective, this is more than twice the level that Threads started at or where we believe that other AI apps started at as well,” Zuckerberg said. Muse can do multistep tasks on behalf of users such as browsing the web, sending emails, and booking travel. “We had to work with Stripe to raise credit limits since the volumes were above what any of us expected,” Zuckerberg said. This early shopping activity offers Meta an opportunity to turn its billions in AI investments into another revenue stream.