Meta Q3 call: 15 Muse takeaways
Muse passed 10M setups in US/Canada in 1.5 months, shopping leads usage, and Meta previewed a personal agent protocol with Walmart, Shopify and Stripe.
15 muse takeaways from Meta's q3 call today: 1/ 10m+ muse setups in US/CA in 1.5 month 2/ shopping is the #1 use case, 25%+ of weekly actives 3/ average purchase size is $200+ 4/ week 1 volumes were so high they had to raise credit limits with stripe 5/ plaid said they had not seen connector activity like this on any other service 6/ zuck expects muse ARPU to beat family of apps over time because of commerce, that base is several hundred dollars per US user per year 7/ business model is free for people, commerce fee paid by businesses, plus subs for power users and business owners 8/ previewed personal agent protocol with walmart, shopify, stripe, sierra. consumer agent to business agent, with controls on both sides 9/ zuck on friction: businesses are overwhelmingly excited so far. expects uneven adoption, many flows stay AI assisted before fully autonomous 10/ next most used connectors after shopping are email and calendar. productivity is the 2nd wallet to win 11/ about 25% use muse daily, retention gets better the longer they use it. 2x+ threads start 12/ #1 in the App Store almost every day, wonder model lifts engagement further 13/ trust layer is secure VM now, confidential VM next where even meta cannot see content 14/ business side already live: assistant plugs into shopify, quickbooks, meta ad accounts, drafts campaigns and replies. vermont maple brand got 57%+ purchases and 36% lower CPA from longer copy it suggested 15/ scale plan is serve over a billion people, cut compute cost 10x in a year. stated endgame is billions of muses transacting get ready for the biggest transformation in marketing's history folks
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