Muse hits number one on App Store

Meta's new Muse AI agent is the top free app in Apple's U.S. App Store with a 4.9-star rating from over 25,000 reviews.

“Muse is currently the No. 1 most-downloaded free app in the U.S. App Store”

JPMorgan sees ChatGPT-level potential

JPMorgan says Muse could become the most widely used consumer AI app since ChatGPT, with potential to prove AI returns beyond Meta's advertising business.

“could become the most widely used consumer AI application since ChatGPT”

Bank of America sees AI narrative shift

BofA analyst Justin Post says Muse's early success is reducing investor concerns about whether Meta can build differentiated AI products.

One percent of users could mean 8 billion

Evercore's Mark Mahaney says if just 1% of Meta's 3.6 billion users paid $20 monthly for Muse, it would generate roughly $8 billion in annual revenue.

“if just 1% of that base signed up at $20 a month, Meta would be looking at roughly $8 billion in revenue”

Multiple ways to make money from Muse

Mahaney outlined advertising, subscriptions, and transaction revenue share as potential monetization paths, though Meta will likely prioritize user growth first.

Google's rerating could repeat for Meta

Mahaney compared Muse's potential to Google's stock jump from 15x to 30x earnings when AI concerns faded, calling Meta his number one pick.