Meta's Muse Hits 2.8 Million Downloads in First 12 Days

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Meta Platforms is testing whether its new Muse AI product can convert rapid early adoption into a subscription business, with shares gaining about 0.5% to $744.80 Tuesday. Reuters cited Apptopia estimates showing 2.8 million Muse downloads in its first 12 days, an unusually fast user-acquisition start for the social-media and AI giant. Muse currently combines free access with $20 and $100 monthly plans, and Jefferies modeled a longer-term scenario of one billion users, a 3% paid-conversion rate and roughly $10.8 billion in annual revenue, which would mean 30 million paying subscribers generating an average of about $360 each per year, or $30 per month. That math sets a high bar, requiring enough users to choose higher-priced plans while Meta builds merchant participation around autonomous AI transactions. At $744.80, the shares sit about 12.86% below GuruFocus' GF Value estimate of $854.73.

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