Zuckerberg: Meta 'Entering a New Phase' as Muse Agent Rolls Out

Meta is moving to cash in on its AI spending, with CEO Mark Zuckerberg saying the company is already working on ways to monetize Muse, its personal agent introduced in early September.

Speaking on Wednesday's third-quarter earnings call, Zuckerberg said more than 10 million people have started using Muse since its rollout, even though it is only available in the US and Canada. "Now that Muse has clear product market fit, we are entering a new phase and a more operational phase that is focused on scaling it," he said, adding that Meta expects to grow the agent to serve billions of people.

Muse costs Meta considerably more to run than its other services. The company plans to build "commerce tools" that would charge businesses fees for transactions the agent facilitates, Zuckerberg said. Shopping is currently the most common use case, with people spending an average of $200 per purchase through Muse, he noted. Meta will also offer AI subscriptions for people and business owners who lean on the agent more heavily.

Zuckerberg predicted Muse could eventually bring in more revenue per user than Facebook and Instagram, citing the commerce already happening through it. He said the average revenue per US user across Meta's apps is several hundred dollars annually, and he expects Muse to reach a higher level over time.

Muse is also central to Meta's plans to earn more from its AI glasses, according to Zuckerberg. The hardware itself doesn't currently generate large profits, but adding Muse should help sell more AI subscriptions, he predicted. Meta previewed Muse on its smart glasses last month at Connect, saying users will be able to talk to the agent much as they chat with Meta AI and manage tasks or to-do lists. The company hasn't said whether Muse on the glasses will need a separate subscription, though Zuckerberg's comments suggest some features will be paywalled. Muse arrives on the glasses "next month," he said.

Source: Engadget