Meta Q3 call: Muse early numbers
Meta says Muse drew over 10M agent setups in the US and Canada in about six weeks, with roughly 25% daily use, shopping as the top use case, and average purchase size above $200.
🚨🤖 $META Muse Numbers from Q3 Call 🚨 Textbook Network Effects here. 25% of shoppers using it! Muse will be a major earnings driver going forward. In ~6 weeks since launch: • >10M people set up Muse agents (US + Canada) • ~25% use it daily (2x Threads starting retention) • Shopping = #1 use case • >25% of users shopping via Muse • Avg purchase size: >$200 Zuckerberg: clear product-market fit. Expects Muse to eventually beat Family of Apps revenue per user. Cost efficiency targeted +10x next year. Stock liked it. #AI #META #Muse
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