Meta's Muse AI agent hits 10.9 million downloads, ChatGPT drops 25%
Meta's Muse AI agent has reached 10.9 million downloads since its September 8 launch, according to Sensor Tower data. The majority of these, over 10.2 million, came from the US. This growth coincides with a 25% decline in US downloads for OpenAI's ChatGPT over the past 30 days compared to the previous period.
Key points
- Meta's Muse AI agent reached 10.9 million total downloads since its Sept. 8 launch.
- US downloads for OpenAI's ChatGPT declined by 25% in the past 30 days.
- Deutsche Bank estimates Muse could generate $2.4 billion to $36 billion in revenue by 2030.
Sensor Tower estimates Muse hit 2.5 million daily active users on October 16, marking a 15% week-over-week increase. Only 11 other apps have achieved 10 million US downloads within 40 days, with Meta's Threads being the most recent example in July 2023. Wall Street analysts are closely watching these metrics, with Deutsche Bank's Benjamin Black predicting Muse could generate between $2.4 billion and $36 billion in revenue by 2030, representing up to 8% of Meta's total sales.
Black argues Muse fills a unique gap by combining a consumer-friendly mobile interface with autonomous transaction capabilities within Meta's ecosystem. Meta is scheduled to report earnings after trading closes on Wednesday, which may provide further context on the app's financial impact.
Model page: Muse →
The story so far
2 episodes →- Meta's Muse AI agent hits 10.9 million downloads, ChatGPT drops 25%this story
Meta's Muse AI agent hits 10.9 million downloads as ChatGPT slides 25%
finance.yahoo.com · 20 October 2026
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Coverage and discussion
2sources- Meta’s Muse hits 10M U.S. downloads in 40 days, a milestone reached by only 11 other appsPress · techcrunch.com ·
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