The Meta Muse AI agent has triggered what some on Wall Street call Meta’s “ChatGPT moment”. Muse does not trade on Bursa Malaysia, so Malaysian investors would gain exposure to Meta Platforms through overseas markets.
Why Is the Meta Muse AI Agent Topping App Charts?
Muse rolled out in early September and quickly climbed to the top of Apple’s App Store and the Google Play Store charts. Apptopia estimates Muse reached 642,000 daily active users in the US in its first 12 days.
Installations hit 2.8 million across iOS and Android in that period. By end-September, Sensor Tower counted over five million downloads.
What Makes Muse Different From a Chatbot?
Muse runs on its own dedicated virtual machine in the cloud, not on your smartphone’s processor. It keeps working after you close the app.
Each user gets a Linux VM with a browser and persistent storage, so the agent can act on websites where no API exists. A second guardrail, Sentinel, blocks transaction finalisation without explicit user confirmation.
Muse is modelled on the open-source agents OpenClaw and Hermes Agent, and it runs on Muse Spark, Meta’s proprietary model family.
What Can Muse Do for You Right Now?
- Book appointments, such as a business meeting or a Saturday lunch with your WhatsApp group
- Watch stock prices on exchanges around the globe
- Cancel unwanted subscriptions, fill up forms and pay bills
- Order groceries from Walmart, electronics from Best Buy, cosmetics from Sephora and furniture from Wayfair
- Purchase tickets to major sporting events or concerts, and find a hotel in Milan
Rival Instinct is raising money at a US$10 billion (RM40.86 billion) valuation. It works through iMessage and WhatsApp and can file insurance claims or negotiate bills and refunds.
DoorDash shoppers who use its AI assistant average a nearly 50% higher basket value than traditional orders. Readers tracking AI themes can compare tools in our AI Stock Analysis for Malaysians guide.
How Will Meta Make Money From Muse?
Muse uses a freemium model, with paid tiers starting at US$20 and rising to US$100 a month. Instagram, Facebook and WhatsApp are free, and each has three billion users.
Meta makes 99% of its money from advertising. Zuckerberg said that “over time we will profit by taking a small fee from transactions” from free Muse users.
Is Meta’s AI Spending Worth the Cost?
Meta spent US$72.2 billion on AI-related infrastructure last year. This year, that spending is likely to touch US$145 billion, and Meta has indicated up to US$200 billion in AI capex next year.
Meta’s Llama 4 was a disaster in April 2025, and the company paid more than US$14 billion for a 49% stake in Scale AI. Meta also brought in Alexandr Wang as chief AI officer to run Meta Superintelligence Labs.
Bank of America’s tech hardware analyst Vivek Arya expects the flywheel of agentic tool adoption and limited chip supply to keep AI spending high for several years. Goldman Sachs says the sector is moving from experimentation to implementation.
Why Do Only 8% of Americans Trust Meta With Passwords?
An Oppenheimer survey of 1,500 American consumers found 8% would trust Meta with their passwords, versus 30% for Google. Another 58% said they were unlikely to share passwords with any AI agent.
Muse holds all your passwords and payment details, so trust is the main hurdle. Meta has not collected card details because nobody needs to subscribe to its apps.
The timing adds pressure. Meta agreed to pay US$18 billion to resolve US state lawsuits accusing Facebook and Instagram of intentionally addicting children, less than two weeks before Muse launched.
Key Takeaways
- Muse adoption: 642,000 US daily active users in 12 days and over five million downloads by end-September.
- Revenue model: Freemium tiers at US$20 to US$100 a month, with Meta still earning 99% of revenue from advertising.
- Spending load: AI capex of US$72.2 billion last year, with US$145 billion expected this year.
- Trust gap: 8% would trust Meta with passwords, against 30% for Google.
This article is general information, not investment advice. Do your own research before making any investment decision.
Frequently Asked Questions
What is Meta’s Muse AI agent?
Muse is a personal AI agent from Meta Platforms that runs on its own cloud virtual machine and performs tasks such as booking appointments and paying bills. It is powered by Meta’s Muse Spark model family and is available in the Muse app, on the web and inside WhatsApp.
How many people have downloaded Meta Muse?
Sensor Tower counted over five million Muse downloads by end-September. Apptopia estimates Muse reached 642,000 daily active users in the US in its first 12 days.
How much does Meta Muse cost?
Muse has a free tier, and paid tiers start at US$20 a month and go up to US$100 a month. Meta CEO Mark Zuckerberg pledged to keep Muse free for “a huge number of tokens”.
Is Meta Muse safe for card details?
Meta says its Sentinel guardrail blocks transaction finalisation without explicit user confirmation. However, an Oppenheimer survey found only 8% of American consumers would trust Meta with their passwords.
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Disclaimer: This article is for informational purposes only and does not constitute financial advice. Always do your own research before making investment decisions.
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