Meta AI Agent "Muse" Soars in Popularity, Boosts Stock Price
Meta's new artificial intelligence (AI) agent “Muse” is receiving an enthusiastic response from consumers. Rapidly climbing to the top of mobile app charts, Muse is expanding its presence in the consumer AI market.
As of September 21 (local time), Muse ranked first among free apps on both the US Apple App Store and Google Play. According to market research firm Sensor Tower, Muse—which is available to users aged 18 and over—was downloaded more than 902,000 times within the first six days since its launch on September 8. This exceeds the 773,000 downloads achieved by Meta’s existing AI app during the same period after its release. Muse can also be accessed through WhatsApp, which is owned by Meta. As Bloomberg pointed out, the actual number of users is likely higher if those using Muse via WhatsApp, who are not included in separate app download figures, are considered.
Muse is a service that allows users to create personalized AI agents capable of handling various tasks on the web on their behalf. The most significant difference from previous Meta AI products is that Muse can provide more personalized responses by utilizing users’ social content from Facebook Marketplace, Instagram, and other social platforms. In addition, Muse can be integrated via browser with external services such as Gmail, Apple and Google Calendar, and OpenTable.
Bloomberg noted that Muse’s early success could be a sign that Meta CEO Mark Zuckerberg’s strategy to popularize personalized AI assistants is finally resonating with the public. The report also suggested that the billions of dollars Meta has invested in data centers and AI research may start to bear fruit in the future.
Evercore ISI stated in a report that Muse has established itself as Meta’s new blockbuster. They described Muse’s success as a clear signal that Meta’s product innovation is paying off, noting it proves that the 200 billion dollars Meta has invested in AI has not been wasted. They also predicted that the recent increase in users could become a new growth engine that significantly boosts service usage and user engagement for Meta. Furthermore, they noted the potential for Muse to generate new revenue streams through advertising, subscriptions, and transaction-based profit sharing.
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Following the news that Muse topped the app charts, Meta’s stock price surged by 11% that day—its largest increase since April 2025.
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