Less than two weeks after its launch, Muse—the new AI agent from Meta—has rapidly gone viral, topping the download charts on U.S. mobile app stores and demonstrating a strong foothold in the increasingly competitive consumer AI assistant market.
Meta received a boost from market analysts on Monday; Wells Fargo raised its price target for the stock from $640 to $796. This news drove a surge of 11% in Meta’s share price, closing at $741.24—its highest level since last October and the largest single-day gain since April 2025.
“Muse” Goes Viral, Topping App Store Download Charts
According to a Bloomberg report, as of Monday, Muse ranked first among free apps on both the US Apple App Store and Google Play Store, surpassing popular services such as OpenAI’s ChatGPT, the prediction market Polymarket, and Kashi.
Additionally, data from Sensor Tower senior analyst Youssef indicates that following its launch on September 8, Muse garnered over 902,000 downloads in just six days—surpassing the 773,000 downloads recorded by its predecessor, Meta AI, during the same post-launch period.
As of Monday, Muse had surpassed 2.5 million downloads since its launch, outperforming the AI chatbots Claude and Grok—which recorded 400,000 and 200,000 downloads respectively within their first 13 days—and closing in on ChatGPT’s 3.1 million downloads.
Muse has also been integrated into Meta’s WhatsApp, meaning its actual user base could be significantly larger than the download figures for the standalone app suggest.
Powerful AI Personal Assistant Features Could Become a Major Revenue Driver
Meta positions Muse as a tool that allows consumers to manage and direct “super digital assistants”—AI agents capable of automatically performing various digital tasks online, such as filling out spreadsheets or organizing email inboxes.
The key difference between Muse and the earlier version of Meta AI is Muse’s ability to generate responses based on the user’s social media content—such as information from Facebook Marketplace and Instagram—while also connecting via the browser to third-party services like Gmail, Apple and Google calendars, and OpenTable. In contrast, the free Meta AI app launched last April focused primarily on image and short-video generation, offering a more limited personalized experience.
Consumers can use the Muse app for free, but Meta has also introduced subscription plans priced at $20 or $100 per month for power users. This offers Meta an opportunity to generate revenue through AI agents without relying solely on its core online advertising business.
Muse became an instant hit upon launch, potentially signaling that CEO Mark Zuckerberg’s vision of creating personalized AI assistants is finally gaining traction among a broader consumer base; it also suggests that the hundreds of billions of dollars Meta poured into data centers and AI research may finally be starting to pay off.
Analyst: Zuckerberg’s $200 Billion AI Investment “Not Wasted”
In a report released on Monday, analysts at Evercore ISI stated, “Meta already has a hit product in Muse.” They cited this as a concrete sign of successful product innovation and proof that the $200 billion Meta has invested in AI was “not wasted.” The report was authored by an analyst team led by Mark Mahaney.
The Evercore research team noted that user trends suggest Muse could become “a new driver of significant growth in Meta’s usage and user engagement.” Additionally, it could unlock “substantial new revenue opportunities” for the company, spanning advertising, subscriptions, and transaction-based revenue sharing.
The initial success of Muse also drove up the share prices of some of Meta’s key suppliers, particularly microprocessor manufacturers. Shares of AMD surged nearly 10%, pushing its market capitalization past the $1 trillion mark; Intel rose 12%, while Arm saw a sharp gain of 17%.