# Meta's Muse could rival ChatGPT's impact

> JPMorgan says Meta's new AI app could become the most widely used consumer AI since ChatGPT, signaling the company's AI investments may finally pay off.
- Title: Meta's Muse could rival ChatGPT's impact · TradingView
- Summary: JPMorgan says Meta's new AI app could become the most widely used consumer AI since ChatGPT, signaling the company's AI investments may finally pay off…
- Keywords: meta, muse, ai app, chatgpt, jpmorgan, bank of america, app store, consumer ai, ai monetization, stock rating, news, world
- Source: TradingView — https://tradingview.com/news/stocktwits:a79ae1333094b:0-meta-s-muse-could-become-most-widely-used-consumer-ai-app-since-chatgpt-jpmorgan-says-bofa-sees-improving-ai-return-sentiment
- Published: 2026-09-22T13:06:37+00:00
- Read time: 1 min
- Topics: meta, muse, ai app, chatgpt, jpmorgan, bank of america, app store, consumer ai, ai monetization, stock rating, news, world
## 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.
## Key takeaway

Meta's Muse app is generating analyst enthusiasm as a potential breakout AI product that could prove the company can monetize AI beyond advertising.