Meta 称在星期三的第三季度收入呼吁中称其AI应用Muse已经被超过1000万用户采用，证实了本周早些时候市场情报公司Sensor Tower对发布的估计。
但正是人们如何使用，以及他们花费了多少钱，才引起了首席执行官马克·扎克伯格的注意。 Zuckerberg 称大约25%的建立Muse的人现在每天使用它，帮助改进保留。
他还说，超过四分之一的Muse的订婚用户正在通过AI agent购物，平均购买量超过200美元，这甚至对行业内幕者来说都令人惊讶。
Zuckerberg 称提到金融技术公司将支付应用程序与客户的银行账户连接起来。 Muse使用Plaid的连接器进行代理购物。
除了购物，Zuckerberg 称的其他流行用途还包括个人生产力任务，例如连接AI agent到用户的电子邮件或日历。 执行官强调，这表明用户信任Muse的安全设置，其中包括一个名为 " Muse Secure VM " 的功能，目的是保护其数据和隐私。 他还提到，即将到来的 " Muse 机密VM " 将阻止甚至Meta看到用户的内容。
现在Muse已经实现了“产品市场合宜 ”, Zuckerberg 称 Meta的重点将转向扩大AI agent，增加收入，优化其计算成本。 值得注意的是，科技公司预测Muse公司最终会给每个用户带来比其今天的“应用程序家族”用户更多的收入，这意味着其在Facebook、Instagram、WhatsApp和Messer上的用户。 目前，这个数字大约是“每年数百美元”,Zuckerberg 称。
Meta拥有称，它最终打算通过为大多数用户保持自由而将Muse货币化，但保留一定比例的商业在平台上进行。 想要访问最先进的AI模型或更多代币的电源用户也必须付费。
Zuckerberg还指出，Meta认为Muse在规模化后会盈利。
“在计算方面，我们正在建立在未来几年为10亿以上人口服务的能力，”他向银行家和分析家们通报了Q3收入呼吁。 “从近期来看，Muse的经营量计算非常密集，但我们期望在下一年提高10x以上的成本效率，这样一旦收入项目规模扩大，它就能盈利。”
Muse也会在Meta的智能眼镜策略中发挥中心作用。 Reality Labs，负责智能眼镜的师，VR，以及元器件的师，仍在损失数十亿。 然而，该司的损失预计将从2025年的191亿美元增至今年的150亿美元。
除了扩大和支持其硬件战略外，扎克伯格还挑逗了公司为他所称的“Muse网络”计划。 他形容这把穆斯从“单人游戏”带到“你的缪斯可以与你的朋友和家人[缪斯]合作”的游戏。
“如果你想买东西，这不仅仅是浏览那家企业的网站
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Meta said during its third-quarter earnings call on Wednesday that its AI app Muse has been adopted by more than 10 million users, confirming estimates released earlier this week by market intelligence firm Sensor Tower.
But it is how people are using it, and how much they’re spending that has caught CEO Mark Zuckerberg’s attention. Zuckerberg said about 25% of people who set up Muse now use it daily, helping improve retention.
He also shared that over a quarter of Muse’s engaged users who were shopping via the AI agent, had an average purchase size of over $200, which was surprising even to industry insiders.
“Plaid told us that they hadn’t seen activity like they’re seeing with their connector on any other service before,” Zuckerberg said, referring to the financial technology company that connects payment apps to customers’ bank accounts. Muse uses Plaid’s connector to enable agentic shopping.
Beyond shopping, Zuckerberg said other popular uses for Muse include personal productivity tasks, such as connecting the AI agent to users’ email or calendars. The exec stressed that this indicates users trusted Muse’s security setup, which includes a feature called “Muse Secure VM” designed to protect their data and privacy. He also mentioned that the forthcoming “Muse Confidential VM” will prevent even Meta from seeing users’ content.
Now that Muse has achieved “product-market fit,” Zuckerberg said Meta’s focus will shift to scaling the AI agent, increasing revenue, and optimizing its compute costs. Remarkably, the tech company is forecasting that Muse will eventually bring in more revenue per user than its “family of apps” users do today — meaning its users on Facebook, Instagram, WhatsApp, and Messenger. Currently, that figure is around “several hundreds of dollars annually,” Zuckerberg said.
Meta has said it ultimately intends to monetize Muse by keeping it free for most users, but keeping a percentage of the commerce taking place on the platform. Power users who want access to the most advanced AI models or more tokens will also have to pay.
Zuckerberg also noted that Meta believes Muse will be profitable after it scales.
“On the compute side, we are building out the capacity to serve more than a billion people over the next few years,” he told bankers and analysts on the Q3 earnings call. “In the near term, Muse is very compute-intensive to run, but we expect to improve its cost efficiency by more than 10x in the next year, which will enable it to be profitable once the revenue lines are at scale.”
Muse will also play a central role in Meta’s smart glasses strategy. Reality Labs, the division responsible for smart glasses, VR, and the metaverse, is still losing billions. However, the division’s losses are expected to improve from $19.1 billion in 2025 to $15 billion this year.
Beyond scaling and supporting its hardware strategy, Zuckerberg teased the company’s plans for something he called the “Muse network.” He described this as taking Muse from a “single-player game” to one where “your Muses can work with your friends’ and your families’ [Muses].”
“And if you want to buy something, it’s not just navigating to that business’s website; it’s talking to their agent,” he added.
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