22 days after launch, downloads exceed 5 million! Muse is "booming" more than ChatGPT did back then.

Meta's AI agent app Muse surpassed 5 million downloads just 22 days after launch, outpacing mainstream AI products such as ChatGPT and Claude and becoming one of the fastest consumer AI products to break into the mainstream. According to the latest data from market research firm Sensor Tower, Muse launched in the United States and Canada on September 8 and had accumulated more than 5 million downloads as of September 30. By comparison, OpenAI's ChatGPT took 56 days to reach the same milestone, SpaceX's Grok took 103 days, and Anthropic's Claude took as long as 492 days. Muse's explosive growth has made the market take fresh notice of Meta's ability to build out its consumer AI business. Muse is still firmly ranked first on both the Apple App Store and Google Play charts, a result that further strengthens market confidence in Meta's ability to execute its AI strategy and intensifies competition in the AI agent sector. Consumer AI agents: Muse breaks growth records Muse's core differentiation lies in its product design aimed at ordinary consumers. Previously, the main user base for AI agent platforms was concentrated among technical developers and enterprise users, while Muse significantly lowered the barrier to use for ordinary users through customizable anthropomorphic avatars and a simple, easy-to-use interface. It is worth noting that Muse is not the fastest app in history to surpass 5 million downloads. Sensor Tower pointed out that Disney+, HBO Max, Threads, Candy Crush, Pokmon Go, and Fortnite all achieved higher download volumes within the same time window. But in the AI agent niche, Muse's growth rate is still of landmark significance. In addition, when ChatGPT launched in November 2022, it was the first mainstream generative AI chat Siasun Robot&Automation aimed at the general public, and at that time the market was still in the early stages of understanding this type of product, which partly explains its relatively slower early growth pace. Meta spends heavily on advertising, strongly driving downloads Muse's rapid growth did not rely entirely on organic traffic; Meta's large-scale investment in marketing also played an indispensable role. According to Sensor Tower data, during the two weeks from September 14 to September 27, Muse received 50% of Meta's internal advertising resources in "daily house impressions" and ranked among the "top 15 brands by U.S. ad impressions." Muse is currently available for free download and use, and Meta said it will in the future take a small commission from transactions facilitated through the agent, thereby building a path to commercial monetization. Competition heats up in the AI agent sector, with OpenAI close behind Muse's popularity reflects the overall acceleration of tech giants in the AI agent field. Just one day before Muse's data was released, OpenAI also launched its own AI agent platform, likewise equipped with customizable cartoon-style avatars, under the product name Dots. Dots is currently mainly aimed at the enterprise market, and OpenAI Chief Financial Officer Sarah Friar said the company will also open the platform to consumers in the future. The successive moves by the two AI giants in the agent sector signal that competition in this market will further intensify, and who can first establish a scale advantage on the consumer side may become a key variable in the next stage of AI commercialization competition. This article is reprinted from "Wall Street See" and authored by Zhao Ying; GMTEight editor: Zheng Yuyang.