- Muse is Meta's AI app. It can hand email and calendar linking or shopping over to an AI agent. In its quarterly earnings release, Meta said 3 users passed 10 million.
- CEO Mark Zuckerberg said about 25% of people who set up Muse use it every day. The source says the 10 million figure is Meta's confirmation of an earlier estimate from market research firm Sensor Tower.
- Zuckerberg said that among active users who shopped with the AI agent in Muse, more than 1 of every 4 paid an average of more than 200 dollars. Payment linking uses a feature from Plaid, which connects bank accounts to payment apps.
- Meta introduced a security feature called Muse Secure VM and explained that the upcoming Muse Confidential VM will keep user content hidden even from Meta. This is also Meta's own explanation.
O: Before connecting email or calendar to Muse, it's worth checking the security feature explanations in Meta's official guidance, especially for individual users.
X: Usage rates, average payment amounts, and revenue outlook come from Meta and Zuckerberg's announcements, so they're hard to take at face value without independent verification.