Meta’s Muse Hits #1 in Two Weeks. Is Meta a Real Contender Now? - Wowtale
Article excerpt
Meta held its annual Connect developer conference on September 25, unveiling a major expansion of its personal AI agent Muse alongside new VR hardware. But something bigger than the event itself grabbed attention: Muse became the top free app on both the U.S. Apple App Store and Google Play within two weeks of launch, and Meta’s stock jumped 4.5% to $777.59 on September 24, hitting a 52-week high of $779.82 - with the market crediting Muse for most of the stock’s 37% rise over the past month. The question now: does Meta actually belong in the same conversation as OpenAI, Anthropic, and Google? The centerpiece of Connect was turning Muse into a full shopping assistant. Meta added a real-time voice mode and an expressive, talking avatar, and made Muse reachable through AI glasses - point your glasses at a product on a shelf or a flyer on a wall, and Muse can act on what it sees. On Mac, Muse can now drive apps directly on a user’s behalf, and it got its own email address. Retail connectors expanded to Walmart, Best Buy, American Eagle, DICK’S Sporting Goods, Gap, Sephora, Ulta, and Wayfair, on top of the full Shopify catalog and Shop Pay/PayPal for payments, with Expedia and Instacart coming soon. For work, it now plugs into Notion, Granola, GitHub, and Box. The business model: Muse itself is free, and Meta takes a small cut when a transaction actually closes. The numbers...
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South Korea, Singapore, and Mexico joined as new markets, with Brazil and the UAE to follow.
