Meta says it is preparing to charge for its Muse AI agent, which more than 10 million people have started using since its early September rollout in the United States and Canada. Zuckerberg said Meta plans commerce tools that would charge businesses fees on agent-facilitated transactions and fold in AI subscriptions.
Meta is preparing to charge for its new personal AI agent, Muse, and CEO Mark Zuckerberg says the company expects the tool to eventually earn more per user than its flagship social apps.
Who can use Muse right now?
Speaking on the company's third-quarter earnings call Wednesday, Zuckerberg said more than 10 million people have started using Muse since its early September rollout. The agent is available only in the United States and Canada for now.
"Now that Muse has clear product market fit, we are entering a new phase and a more operational phase that is focused on scaling it," Zuckerberg said. "We expect to grow Muse to serve billions of people."
How will Meta make money from Muse?
Muse is also significantly more expensive for Meta to operate than its other services. Zuckerberg said the company is already working on plans to make money from it. Meta intends to build "commerce tools" that would let it charge businesses fees on transactions facilitated by the agent. Shopping is currently the most common use case, Zuckerberg said, and people are spending an average of $200 per purchase with Muse. Meta also plans to fold in its AI subscriptions for individuals and business owners who use the agent more heavily.
Zuckerberg predicted that Muse could eventually surpass the money Meta currently makes from its apps, at least by some measures. He pointed to the average revenue per American user across Meta's family of apps, which he said is several hundred dollars annually. "We expect that Muse will reach an even higher level over time due to the amount of commerce that we already see taking place," he said.
The agent is also central to Meta's plans for its AI glasses. Zuckerberg said the company does not currently "make a large profit on the hardware" it sells, but adding Muse to the glasses should help Meta sell more AI subscriptions.
Will Muse on Meta's glasses cost extra?
Meta previewed Muse on its smart glasses last month at its Connect event. The company said users will be able to talk to their agent much as they currently chat with Meta AI, check in on tasks and add items to the agent's to-do list. Meta did not say whether Muse on the glasses would require a separate subscription. Zuckerberg's remarks suggest that at least some Muse features will sit behind a paywall on the glasses. The company has previously considered charging extra for other glasses features, including an upcoming hearing enhancement ability.
Zuckerberg said Muse will arrive on Meta's glasses "next month."
Cet article a été rédigé avec l'assistance de l'IA.
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