{"version":1,"type":"story","url":"https://digestai.news/story/meta-s-muse-ai-agent-hits-10-9-million-downloads-chatgpt-drops-25","json":"https://digestai.news/story/meta-s-muse-ai-agent-hits-10-9-million-downloads-chatgpt-drops-25.json","markdown":"https://digestai.news/story/meta-s-muse-ai-agent-hits-10-9-million-downloads-chatgpt-drops-25.md","slug":"meta-s-muse-ai-agent-hits-10-9-million-downloads-chatgpt-drops-25","headline":"Meta's Muse AI agent hits 10.9 million downloads, ChatGPT drops 25%","summary":"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.\n\nSensor 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.\n\nBlack 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.","keyPoints":["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."],"whyItMatters":"Muse's rapid adoption suggests a shift in consumer preference toward agentic AI within existing ecosystems, potentially challenging OpenAI's market dominance and influencing Meta's future revenue projections.","category":{"slug":"business","name":"Business & Funding","url":"https://digestai.news/category/business"},"entities":{"companies":["Meta","OpenAI","Sensor Tower","Deutsche Bank"],"models":["Muse","ChatGPT"],"people":["Benjamin Black","Brian Sozzi"]},"firstPublishedAt":"2026-10-20T08:35:00Z","updatedAt":"2026-10-20T10:13:00Z","sourceCount":2,"hasPrimarySource":false,"sources":[{"outlet":"finance.yahoo.com","title":"Meta's Muse AI agent hits 10.9 million downloads as ChatGPT slides 25%","url":"https://finance.yahoo.com/markets/article/metas-muse-ai-agent-hits-109-million-downloads-as-chatgpt-slides-25-153532560.html","publishedAt":"2026-10-20T08:35:00Z","type":"press","primary":false,"lead":true},{"outlet":"techcrunch.com","title":"Meta’s Muse hits 10M U.S. downloads in 40 days, a milestone reached by only 11 other apps","url":"https://techcrunch.com/2026/10/20/metas-muse-hits-10m-u-s-downloads-in-40-days-a-milestone-reached-by-only-11-other-apps","publishedAt":"2026-10-20T10:13:00Z","type":"press","primary":false,"lead":false}],"sourceNotes":null,"discussions":[],"thread":{"title":"Meta's AI Surge and ChatGPT Decline","url":"https://digestai.news/thread/meta-s-muse-ai-agent-hits-10-9-million-downloads-chatgpt-drops-25","storyCount":2},"cite":{"text":"Digest AI, \"Meta's Muse AI agent hits 10.9 million downloads, ChatGPT drops 25%\", 20 October 2026, https://digestai.news/story/meta-s-muse-ai-agent-hits-10-9-million-downloads-chatgpt-drops-25","publisher":"Digest AI","title":"Meta's Muse AI agent hits 10.9 million downloads, ChatGPT drops 25%","datePublished":"2026-10-20T08:35:00Z","url":"https://digestai.news/story/meta-s-muse-ai-agent-hits-10-9-million-downloads-chatgpt-drops-25"},"generatedBy":"Written by Digest AI's editorial model from the linked sources; the sources are the record.","license":"Headlines, digests and key points are written by Digest AI and may be quoted with a link to the story page. Linked articles belong to their publishers. Terms: https://digestai.news/terms#reuse"}