Muse passes 10M users — and each free user costs Meta ~$40 a month

Muse has passed 10 million users, a quarter of them near-daily, but the free tier costs Meta an estimated $40 per user per month. Monetization is still ahead.

Reported byprimexbt.com (opens the original story)

In this brief: 3 sections 2 min read

- • More than 10 million users within weeks of the September launch
- • About 25% use Muse nearly every day
- • Paid tiers cost $20 and $100 a month, but most users stay on free
- • Muse carries no ads and earns no transaction fees yet
- • Free tier gives each user 100 million AI tokens a month
- • Deutsche Bank estimates that costs Meta about $40 per user monthly
- • Meta is spending nearly $145 billion this year on AI capex
- • The Motley Fool argues subscriptions alone are unlikely to recoup that
- • Zuckerberg said on the Q3 call he expects to charge businesses fees on Muse transactions
- • No timeline given, and Meta is not charging those fees yet
- • He said the company intends to keep the free version free
- • Rivals OpenAI and Anthropic are fielding competing agents

Read full analysis on primexbt.com

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