Zuckerberg
- More than 10 million people in the US and Canada have set up Muse in about six weeks; it has ranked No. 1 in the App Store almost every day.
- Shopping is the standout use: over a quarter of engaged users who shopped through the agent averaged purchases above $200.
- Agentic shopping routes through a Plaid connector: "Plaid told us that they hadn't seen activity like they're seeing with their connector on any other service before."
- Roughly 25% of people who set up Muse use it daily.
- Monetize "somewhat sooner on this than our normal playbook," Zuckerberg said, citing the scale of the costs and the commerce opportunity.
- Plan: keep Muse free for most users, take a percentage of commerce facilitated on the platform, plus paid tiers for power users (advanced models, more tokens).
- CFO Susan Li: revenue paths start with paid subscriptions; "a significant opportunity to extend Muse to small businesses."
- Muse should eventually earn more per user than the family of apps earns today — around several hundreds of dollars annually.
Useful?