Muse at 11M downloads: sizing agentic commerce
Using Muse's roughly 11M downloads and 2.7M DAU in six weeks, the post projects agent-driven shopping GMV and argues personal agents like Instinct, Grok Bot and Dots form the biggest new commerce channel since the internet.
this is best early data we have on where agentic commerce goes from here muse at 11m downloads + 2.7m DAU in ~6 weeks 8 takeaways here: 1/ pace today is ~262k downloads/day + ~64k net DAU/day in US+Canada only. hold that = ~50m downloads by ~mar 2027, ~100m by ~sep 2027 2/ 50m downloads at 24% daily = ~12m DAU = ~24m WAU. 25% shopping x $200 x 52 = ~$62b/yr. that's already ~5% of US ecom..! 3/ 100m downloads = ~24m DAU = ~48m WAU = ~$125b/yr. ~9% of US ecom. from only 2 countries 4/ japan went #1 day 1 this week. japan ecom is ~$200b+. same 25% shopping behavior at even half US pace adds ~$15-30b annualized fast 5/ stack UK, germany, brazil next (meta's usual top markets) and global WAU passes US WAU by late 2027. global GMV 3-5x US GMV at same basket 6/ at 200m global WAU = 50m weekly shoppers = ~$520b/yr. ~9% of ~$6t global ecom. 500m WAU = ~$1.3t. walmart scale through agents 7/ frequency is the kicker. $200+ today = travel + considered at 1x/wk. add grocery + replenishment at 2x/wk and GMV doubles with zero new users 8/ remember, this is from 1 personal agent (muse). add instinct, grok bot, dots, etc and that's the single biggest new commerce channel we've seen since the internet how you show up and get recommended by these personal agents becomes the table stakes for every single business
This post quotes another post: x.com/stocksavvyshay/status/2113989552138514471