Meta is starting to win over Wall Street following Tuesday’s launch of its new AI app, Muse. The tech large’s push into agentic AI can also be a sizzling matter on X amongst business gamers. Now, early numbers provide higher perception into how well-liked Muse truly is amongst its goal market of U.S. customers.
In accordance with new knowledge offered by the market intelligence agency Sensor Tower, Muse has been downloaded north of 83,000 occasions on iOS in the US. (The app is presently restricted to the U.S. for now.)
Whereas this pushed Muse into the No. 2 place on the App Retailer’s Prime Charts, its launch pales in comparison with different current app debuts from Meta, like Threads and Meta AI, the information signifies. As an example, Threads was downloaded greater than 4.3 million occasions within the U.S. on its launch day, and the Meta AI app noticed 108,000 U.S. downloads throughout its debut.
Muse can also be additional behind in comparison with one other notable shopper AI app’s launch: ChatGPT. In lower than every week after its arrival, ChatGPT had topped half 1,000,000 installs within the U.S., which was additionally its solely market on the time. If that unfold was divided evenly, that will imply ChatGPT was seeing a mean of 83.3K downloads each day at its debut — a quantity that it took Muse twice the time to attain.
None of this essentially implies that the Muse launch goes poorly — it might simply be taking off at a barely slower tempo. The app continues to be climbing the charts on iOS, having moved up from the 4th place on the U.S. App Retailer on Wednesday to now No. 2 as of at the moment.
Its Android counterpart, nevertheless, is faring much less properly. Muse has solely achieved a rank of No. 338 within the Productiveness class on Google Play’s app market. (Its Android obtain numbers aren’t but obtainable.)
Muse can also be obtainable by way of the online and thru WhatsApp, neither of that are being counted in these estimates.
Nonetheless, Muse’s numbers, whereas early, are value watching because the app represents one in every of Meta’s larger bets to this point. In brief, the corporate believes that brokers that work to get issues completed on folks’s behalf would be the way forward for shopper AI — and it’s staking its declare on this rising market. (It’s at the least as vital a transfer as when the corporate rebranded from Fb to chase its metaverse ambitions as Meta!)
Meta, in fact, shouldn’t be alone in its pursuit of consumer-facing agentic AI. Each firm has a horse on this race, it appears, from Google’s Gemini Spark to Anthropic’s Claude Cowork and past. However for simple-to-use brokers aimed on the on a regular basis individual, the competitors for now’s between Meta’s Muse and Intuition, a brand new AI agent that works over textual content messages and was recently valued at $2.5 billion.
Regardless of security concerns and an overly broad and permissive privacy policy, Silicon Valley insiders have been raving about Intuition’s capabilities.
Whereas there are many different brokers that focus extra narrowly on issues like managing work or family life, Intuition appears to be the one to beat, given the $350 million it now has at its disposal and the velocity with which it’s delivery new options. This week, for instance, Intuition has rolled out email addresses for all its customers, and simply introduced it’s constructing its personal social community of kinds — that’s, one person’s Instinct agent can now talk to those belonging to their friends to coordinate plans.
If brokers are the longer term, then Intuition’s capability to construct a brand new social graph based mostly on who folks truly discuss to and hang around with in actual life could possibly be in the end extra beneficial than Meta’s pal graph, which is a mixture of folks customers truly know and people they only comply with.
Over the previous a number of days, Intuition additionally launched integrations with Stripe and 1Password, and a location-sharing feature so the agent can tackle actions that require understanding your present location.
Muse’s launch timing could possibly be one other issue impacting its debut numbers. The agent, which requires customers to supply Meta with extra of their private data, arrived solely days after Meta agreed to an enormous $18 billion multistate settlement in a lawsuit over social media’s shopper harms. The corporate’s repute has also taken many other legal hits through the years, because it’s been concerned in huge knowledge scandals and has been targeted and fined a number of occasions by the U.S. Federal Commerce Fee over privateness violations.
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