Below is an article about how the usage of Muse is growing. It has about 2.2 million daily users, and then 73 percent of new users return the following day, but the article mentions how ChatGPT retains its users for longer. And in addition to that, blocks imposed by websites like Amazon could nevertheless undermine Muse’s usefulness and growth prospects.
Deutsche Bank analyst Benjamin Black sees Muse reaching up to 8% of Meta’s revenue by 2030, which nets out to roughly $36 billion in sales for the product. On the lower end of the prediction scale, Black sees Muse pulling in sales of $2.4 billion by 2030.
“In our view, Meta found a clear gap amongst current AI-agentic offerings — at the intersection of mobile app-based ecosystem, with a consumer-oriented UI which is seamless to use, the ability to complete transactions autonomously, free-to-use for the most part, and always-on feature within its own virtual machine — that makes it the service virtually unique in today’s market,” Black said.