Meta's Muse AI Agent Races Past ChatGPT but Faces Amazon Blockade and Privacy Questions
43 Sources
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Meta's Muse is outpacing ChatGPT's early mobile launch
Meta's latest AI app, Muse, could be the social giant's next major hit, new data suggests. According to just- released estimates from market intelligence provider Appfigures, Muse's app on mobile devices has been downloaded more times during its first twelve days on the market than ChatGPT was in
[2]
Meta's Muse Is Better at Surveilling Than Helping Me
I saw Meta's latest app, Muse, cross-promoted on another Meta-owned platform, Instagram, and decided to download the AI assistant. "Hand off everyday tasks like finding deals, booking reservations, and managing your inbox," the pop-up read. "Muse keeps working while you get on with your day." It's
[3]
Meta's Muse hits Mac, letting the AI take actions on your computer
Meta's new AI assistant app, Muse, is now available on Mac. On the Mac, Muse can interact with your files, messages, calendar, notes and mail, all within their native applications. The new app follows the launch of Muse on mobile and the web earlier this month, when it quickly rose to the top of
[4]
Meta's Muse rekindles fears over winners and losers as personal AI agent emerges
Sept 23 (Reuters) - Meta's Muse (META.O), opens new tab, the first major consumer product to emerge under Alexandr Wang since he was hired to head its AI efforts last year, has split the fortunes of US stocks this week. Muse, which allows users to delegate tasks such as shopping, travel booking
[5]
Meta's standoff with Amazon over Muse could be a sign of things to come
* Meta's new Muse AI personal agent is garnering excitement and shows signs of becoming a hit, but Amazon has blocked the app from its site. * The early success of Muse, which rocketed to the top of Apple's App store, has helped Meta build momentum ahead of Meta Connect, its annual developer
[6]
Meta jumps 11% as investors bet on its Muse agent
Wall Street finally has a Meta AI product it can count downloads for, and within a day that product needed a security fix and lost access to Amazon Meta's shares closed up 11.43% at $741.25 on Monday as investors piled into the company's bet on AI agents. Trading volume hit 48.5 million shares,
[7]
Wall Street expects Meta's AI agent to shape into a new revenue engine
Sept 22 (Reuters) - Wall Street has turned bullish on Meta Platforms, betting that its new AI agent Muse could open a new revenue stream for the social media giant and reshape the company's AI monetization prospects. Muse, launched on Sept. 8, is an AI assistant that can send emails, book travel
[8]
Meta's Muse reignites AI disruption fears. Traders are targeting this brokerage stock as next casualty
Follow your favorite stocksCREATE FREE ACCOUNT watch now VIDEO1:1301:13 Options Action: Brokerage firms face AI reckoning Options Action Meta's latest consumer AI product is sending such big shockwaves through the market that it's even inflaming a long-time rivalry in the brokerage business
[9]
Meta's new Muse AI agent app overtakes ChatGPT as top iPhone app
Meta's new Muse AI agent app has taken the top spot on the free iPhone charts for the U.S. App Store, displacing OpenAI's ChatGPT from the first place. Muse by Meta only launched this month, although the app has been around for a couple of weeks. This means new installs are picking up and boosting
[10]
Meta's Stock Price Surges as Muse AI Tops App Store Charts
Meta has seen its stock price surge this week thanks to its new agentic AI app Muse hitting the top of Apple's App Store charts. Muse is an autonomous AI assistant that can perform tasks like booking flights, sending emails, and surfing the open web. There's also an AI image generator of the same
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Meta stock surges as AI app Muse tops U.S. App Store
Muse launched earlier this month as a personal AI agent capable of sending emails, booking travel, filling out forms, and making purchases on a user's behalf. It runs on a dedicated virtual machine in Meta's cloud and is powered by Muse Spark, Meta's latest AI model. Users can access it through a
[12]
Meta's new AI agent can now get things done across your Mac
Muse is moving beyond the browser with a dedicated Mac app that can organize files, complete forms, and pull together information from apps across your computer. Meta's Muse AI agent has only been around for a few days, but the company is already giving it a much bigger place in your digital life.
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Meta is breaking out after introducing Muse AI agent. Where the stock is going, according to the charts
Meta's new personal AI agent, Muse, hit the No.1 spot on Apple's App Store this week, and the stock responded the way you'd expect when a market finally gets the answer it's been waiting on all year. Shares jumped 11% to close at $741.25, the biggest one-day move since April 2025, on roughly 48
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Meta AI launches Muse personal agent, including apps for iPhone and Mac
Update: Nine days later, Muse now includes a Mac app. You can download it here. Meta AI just launched a brand-new iPhone app called Muse from Meta. Similar to Grok Bot in presentation, Muse is a personal AI agent that handles tasks for you. It follows the recent trend of AI companies creating
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Meta's quick success with Muse puts consumers back in the driver's seat of the AI trade
Meta Platforms' personal artificial intelligence agent Muse is taking off, and it's putting consumers back at the heart of Wall Street's AI trade. Early adoption of the new agent is beating out competitors. Muse clocked more than 2.5 million global downloads in its first two weeks, surpassing
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Muse reportedly read private notifications without permission
Meta's Muse AI agent is facing scrutiny over how aggressively it seeks access to sensitive personal data and how that information is used after users connect it. Muse launched in the United States on Sept. 8 as a personal AI agent, and users are opted in by default to let their conversations be
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Meta's New Muse AI Agent Read My Private Messages. I Never Asked It To
Earlier this week, Meta rolled out a new AI Agent called Muse. On paper, it's impressive. It runs on a dedicated Linux VM with 8GB of memory and 8GB of storage. Basically, Meta is making a little computer available for free for you to run an agent that will interact with your digital life, and even
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Meta's Muse AI Agent Is Showing 'All the Signs of a Killer App' Says Jefferies
Get personalized, AI-powered answers built on 27+ years of trusted expertise. Early signs of success from Meta's new Muse AI agent have Wall Street analysts growing more bullish on the stock, with some now anticipating a run to new highs. Jefferies analysts lifted their price target for Meta
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Meta Muse AI Agent Now Available on Mac
* Meta launches a Muse app for macOS * Muse is a personal AI agent * Muse was launched in the US on iOS, Android Meta released its first consumer AI agent, Muse, earlier this month. The tech giant on Friday announced that the new personal AI agent is now available on Mac. The AI tool, designed
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Investors discover their new favorite consumer AI play in Meta. Options volume is surging
Follow your favorite stocksCREATE FREE ACCOUNT Samuel Boivin | Nurphoto | Getty Images Options traders are treating Meta like it's the next big thing for the consumer artificial intelligence trade. Trading volume was about 4.5 times the 30-day average in Meta options Monday, with almost $3.9
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US Market: Meta shares rebound as Muse AI agent fuels revenue hopes
Meta shares have rebounded as investor optimism grows around Muse, its AI agent aimed at creating revenue beyond advertising. The company faces scrutiny over heavy AI spending, privacy concerns and competition, but Muse's early downloads, retail partnerships and integration with smart glasses could
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Meta's AI Strategy Is Bigger Than Muse - Meta Platforms (NASDAQ:META)
Meta's AI Strategy Runs From Hearing Aids to a $1,299 Cinema: JPMorgan Sees a Giant Market Meta Platforms, Inc's (NASDAQ:META) AI strategy is getting an unusual makeover. CEO Mark Zuckerberg is talking about a "private cinema," a "joyful little device" for your keychain, Kylie Jenner and
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Meta's Muse rekindles fears over winners and losers as personal AI agent emerges
Meta's Muse, the first major consumer product to emerge under Alexandr Wang since he was hired to head its AI efforts last year, has split the fortunes of U.S. stocks this week. Muse, which allows users to delegate tasks such as shopping, travel booking and form-filling to an AI agent, overtook
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Meta's Muse personal AI agent tops ChatGPT, Grok and Claude for post-launch downloads
* Meta's Muse AI personal agent tool overtook ChatGPT as the leading iOS free app in the U.S. on Friday. * The app had 730,000 downloads over the roughly five days following its release on Sep. 8, according to the analytics firm Sensor Tower. * The app is powered by Meta's Muse Spark family of AI
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Is Muse Really the Answer to Meta's AI Woes? | PYMNTS.com
For a company that spent two years being asked what its AI budget was buying, that looks like the consumer AI breakthrough it has been waiting for. Whether the product underneath can hold that position is a separate question. Muse has more than 2.5 million downloads, CNBC reported, citing Sensor
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Meta's Muse Stays Free, Adds Shopping With Walmart, Sephora, Best Buy - Meta Platforms (NASDAQ:META)
Mark Zuckerberg Says Muse Will Stay Free for 'a Huge Number of Tokens': Walmart, Sephora, Best Buy and More Sign on to Power Shopping Meta Platforms Inc. (NASDAQ:META) CEO Mark Zuckerberg said Wednesday that the company's personal artificial intelligence agent, Muse, will remain free for most
[27]
JPMorgan sends strong message to Meta stock investors
Every few months, a new app shoots to the top of the App Store and the internet declares a winner. A few weeks later, most of those apps are quietly sliding down the charts. Consumer technology has always worked this way. Hype can drive downloads, but it can't build a daily habit. That's why Wall
[28]
Meta Muse AI agent will earn from transaction fees, not ads
Meta will earn money from its personal artificial intelligence (AI) agent Muse by taking a cut of what the agent buys, chief executive Mark Zuckerberg said at Connect on September 23. Advertising brings Meta almost all its revenue. Beyond the hardware launches, the keynote set out where the
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Mark Zuckerberg says Meta found a way to make more money
Meta generated $59.36 billion in advertising revenue in the second quarter of 2026. That was nearly all of its $60.80 billion in total revenue. For 20 years, the company has run almost entirely on ads. Zuckerberg just said that's about to change. Speaking at Meta Connect in Menlo Park on Sept.
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Meta Stock Expected to be 'Flat to Down' on 'Connect' Keynote, Says Gene Munster: Muse is 'Bad News' for
Meta Platforms, Inc. (NASDAQ:META) used Meta Connect 2026 to unveil a $1,299 VR glasses device, expand its AI glasses lineup and bring its Muse personal AI agent to more products, but market watchers were divided over whether the announcements could extend the stock's recent rally. Gene Munster
[31]
Meta's Muse AI agent weighs on financial industry as investors fear competition to human advisors
Meta's new Muse AI agent is weighing on financial stocks as investors fear the bot could be powerful enough to transform the industry - providing serious competition to human advisors. Leading financial firms Charles Schwab, LPL Financial, Raymond James and Ameriprise Financial fell 0.8%, 1.4%,
[32]
Meta Muse AI Agent Now Available on Mac
Meta has brought its personal AI agent, Muse, to Mac with a dedicated desktop app. The move gives Muse a bigger role in users' daily lives, letting it work directly with files, messages, and apps stored on a computer, not just on a phone or browser. Muse launched on September 8th in the US across
[33]
Meta at connect 2026: betting on ai glasses and personal agents By Investing.com
On Wednesday, 23 September 2026, Meta (META) used Meta Connect 2026: Opening Keynote to present a broad shift in strategy, moving from a metaverse-heavy pitch toward personal superintelligence, AI agents and wearable devices. The message was optimistic, but it also underscored the challenge of
[34]
Why Dan Ives Thinks Meta's Muse Is 'A Game Changer' - Meta Platforms (NASDAQ:META)
Meta's Muse 'A Game Changer' Says Dan Ives: 'Investors Discounted Meta and Zuckerberg' Meta Platforms (NASDAQ:META) stock is up over 10% in the past five days thanks to optimism for the Muse AI agent launch. Tech analyst Dan Ives thinks investors discounted the AI potential of the social media
[35]
Meta AI agent triggers heavy selloff in banks, insurers, and travel stocks By Investing.com
Investing.com -- A sudden artificial intelligence breakthrough is reshaping Wall Street. Financials, travel, and telecom stocks tumbled Tuesday as investors fear Meta's new Muse AI agent will eliminate customer friction -- the long-standing habit of sticking with overpriced or underperforming
[36]
Muse pushes Meta to the top of the App Store and reignites Wall Street's enthusiasm
Meta Platforms is getting an especially strong reception for Muse, its new artificial intelligence agent launched on September 8 in the United States. Unlike traditional chatbots, Muse can act directly on a user's behalf, including planning a trip or making purchases after being connected to their
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Meta Muse vs. Elon Musk's X: The 'Everything App' Battle - Meta Platforms (NASDAQ:META), SpaceX (NASDAQ:S
Elon Musk has spent years trying to turn xAI's social media platform X, owned by Space Exploration Technologies Corp. (NASDAQ:SPCX), into an "everything app." Now Meta Platforms, Inc. (NASDAQ:META) may be chasing the same destination from a completely different starting point. Rather than turning
[38]
Meta bull case increasingly playing out, Mizuho says By Investing.com
Investing.com -- Mizuho said in a note Tuesday that its bullish thesis on Meta Platforms is increasingly playing out, pointing to rapid adoption of its Muse AI agent ahead of the company's Connect event. Analyst Lloyd Walmsley, who rates Meta Outperform with a $750 price target, said "the Meta
[39]
Meta's Muse Tests Show Human Callers Outperform AI Alone - Meta Platforms (NASDAQ:META)
Meta Platforms Inc. (NASDAQ:META) told employees that some tests showed human callers handling requests for its Muse AI agent could achieve success rates of 95%-98%, higher than AI-only calls, according to internal posts reviewed by Reuters. Meta tested the human layer with employees and has since
[40]
Meta's AI Rally Needs More Than Muse Downloads - Meta Platforms (NASDAQ:META)
Meta Platforms Inc. (NASDAQ:META) has something new to show investors after years of pouring billions into artificial intelligence: consumers appear to want the product. Muse has raced up app charts since its Sept. 8 launch, helping push Meta shares more than 20% higher. But Jensen Investment
[41]
Meta's Muse Could Become the Top AI App Since ChatGPT, Says JPMorgan - Meta Platforms (NASDAQ:META)
Meta's Muse Is Already Outpacing ChatGPT's Early Downloads, JPMorgan Says It Could Be AI's Biggest Consumer App Yet Meta Platforms Inc.'s (NASDAQ:META) new Muse AI agent could become the most widely used consumer artificial intelligence app since OpenAI's ChatGPT, according to analysts at
[42]
Meta Stock 'Has More Room to Run': Former Hedge Fund Manager Calls It His 'Favorite Large-Cap Tech Stock'
Meta Platforms (NASDAQ:META) stock soared Monday on the strength of the company's Muse AI Agent rollout. A former hedge fund manager thinks there's more upside for the stock. More Meta Stock Upside Meta shares jumped 11.4% on Monday taking shares to $741.24, adding over $200 billion to the
[43]
Meta's User Data Could Become An AI Advantage, Galloway Says - Meta Platforms (NASDAQ:META)
'No One Violates Privacy Like Meta': Scott Galloway Says Years of User Data Could Become an AI Advantage NYU Stern professor and entrepreneur Scott Galloway says Meta Platforms Inc. (NASDAQ:META) may be turning years of user data into an AI advantage as its new Muse agent gains traction. "No one
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Meta's Muse AI personal agent recorded 2.8 million downloads in its first 12 days, surpassing ChatGPT's early mobile launch numbers. The app topped the App Store charts and drove Meta's stock up 13% in a week. But Amazon has blocked Muse from its platform, and privacy advocates warn the AI agent prioritizes data collection over utility.
Meta's Muse Outpaces ChatGPT in Early Mobile Adoption
Meta's Muse AI personal agent has achieved 2.8 million total installs globally within its first 12 days on the market
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. When comparing U.S. and Canada iOS data specifically, Meta's Muse recorded 1.8 million downloads versus ChatGPT's 1.3 million during the same initial period1
. The AI assistant app climbed from No. 2 to No. 1 on the U.S. App Store, surpassing ChatGPT in overall rankings1
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Source: New York Post
Daily active users for Meta's Muse also exceeded ChatGPT's early figures. Muse attracted 642,000 daily active users in the U.S. compared to ChatGPT's 231,000 at the same point after launch
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. Even when narrowing the comparison to iOS alone, Muse maintained higher engagement with 359,000 daily active users1
. Market intelligence provider Appfigures noted that the app posted an average daily download growth of 55% in the first 10 days4
.Meta leveraged its cross-promotion strategy similar to Instagram's Threads launch, which now has 500+ million users
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. Over 95% of Muse's users are also Facebook users and 63% are Instagram users, demonstrating the power of Meta's integrated ecosystem1
.AI Agent Capabilities Drive Consumer Interest
Muse positions itself as a consumer-facing AI agent designed to automate personal tasks like finding deals, booking reservations, and managing inboxes
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. The AI personal agent uses a virtual machine to browse the internet on behalf of users, running searches and clicking through web pages with notably improved accuracy compared to earlier agentic AI tools2
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Source: 9to5Mac
The app now extends beyond mobile to Mac, where it can interact with files, messages, calendar, notes and mail within their native applications
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. Users control what Muse accesses on an opt-in basis, and the app requests approval before performing sensitive actions3
.Muse's Facebook Marketplace integration proved particularly effective during testing, quickly finding local couches for sale within specified parameters and offering to message sellers to arrange pick-ups
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. The AI agent follows up with users, nudging them to reconsider favorite items the next day2
.Stock Market Reactions Reveal Sectoral Disruption Fears
Meta's stock surged nearly 13% in the week following Muse's launch and jumped more than 20% over two weeks
4
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. Truist Securities estimates Muse could generate at least $28.5 billion in additional annual revenue by fiscal 20304
.Investors worried that Meta's scale could transform Muse into a powerful comparison-shopping tool, enabling consumers to find lower-cost alternatives and weakening loyalty to incumbent providers
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. Financial stocks took the hardest hit, with JPMorgan and Wells Fargo losing more than 3% each, while Charles Schwab dropped nearly 5%4
. Insurers Marsh and Arthur J. Gallagher declined 2.4% and 4.6% respectively4
.Booking companies including TripAdvisor and Booking Holdings lost over 6%, while Planet Fitness tanked 17% and the New York Times dropped 10%
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. Ride-hailing companies Uber and Lyft, along with DoorDash, also declined4
.Shopify's U.S.-listed shares jumped 11.4% after announcing it would use Muse to process checkouts
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. PayPal gained marginally after confirming users could discover products and complete purchases through the AI agent4
. Privately held Stripe and Ticketmaster also struck deals with Meta4
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Source: Benzinga
AI Compute Demand Benefits Chip Manufacturers
The Philadelphia Semiconductor Index gained 7% since Muse's launch, heading for its biggest two-week run since mid-August
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. Nvidia and Advanced Micro Devices ranked among top gainers as market watchers anticipate increased AI compute demand from consumer-facing AI agents like Muse4
.Amazon Blocks Muse Access to Platform
Amazon has blocked Muse from purchasing products on its e-commerce platform, claiming the AI agent would violate the company's terms of service
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. Amazon stated that "third-party applications that offer to make purchases on behalf of customers from other businesses should operate openly and respect service provider decisions about whether or not to participate"5
.Amazon previously sued Perplexity in November, alleging the startup concealed its AI agents to scrape the retailer's website without approval
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. The retailer has also blocked agentic tools from OpenAI and Google5
. Matthew Hassett, CEO of Loftie and AI-focused ecommerce startup Deliberate, noted that Amazon's "whole model is fiercely guarding the customer relationship"5
.Emarketer analyst Max Willens explained that as more consumers use AI agents like Muse, Amazon will become more protective of its role in the consumer journey, especially as shoppers increasingly start their journeys with AI assistants rather than Amazon directly
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.Related Stories
Data Collection Concerns Overshadow Utility
Muse stores interaction details and user preferences in a "Memory" document described as "your curated long-term memory: durable facts, preferences, and commitments"
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. While users can request Muse to wipe memory data and manually edit the file, Meta doesn't currently offer a toggle to turn off the memory feature altogether2
.The app constantly prompts users to connect more data sources. After one user mentioned wanting to save money for a vacation, Muse offered to "wire your savings tracker to your real balance" if they linked checking and savings account data
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. The app suggested scanning entire inboxes, photographing important documents, and snapping pics of meals for calorie estimation2
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Source: PYMNTS
Rory Mir, director of open access at the Electronic Frontier Foundation, warned that "folks don't recognize that when you talk to an AI, you are talking to the company hosting the AI. These chat windows -- that we're used to being connections between us and another person -- are really just us directly putting information into Meta servers about ourselves"
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.Meta spokesperson Emil Vazquez responded that "Muse is the first personal AI agent built for everyone, with built-in protections and user privacy controls that put people absolutely in charge of how they use it"
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.Joseph Turow, professor emeritus at the University of Pennsylvania and expert on digital media and privacy, predicted that "people are going to be very wary" but some will get "seduced into this" after seeing that using a personal AI agent can save them money by finding discounts
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.Intensifying Competition in AI Chatbot Market
The desktop app arrives amid intensifying competition between consumer-facing AI agents, which many in the industry believe will define the future of computing
3
. All major players now offer consumer-facing agentic AI, and other AI agents have gained traction by letting people use AI agents via text messages3
.Poke, one of the first breakout hits in this space, exited to Cognition in July
3
. Instinct, the newest AI assistant frequently discussed in tech circles, is raising more funds at a $10 billion valuation3
. Both Muse and Instinct rolled out voice calling features this week as they race to capture consumer market share3
.Mark Zuckerberg noted on X when announcing the Mac app that "the team is shipping fast"
3
. The rapid feature rollout comes ahead of Meta Connect, the company's annual developer conference5
.References
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