Key facts
- Citigroup estimates Meta's AI assistant Muse could generate over $27 billion in annual revenue by 2030.
- Muse's cumulative downloads have reached 6.6 million, with 1.8 million daily active users.
- The brokerage projects $23 billion from transaction-related revenue and $4.5 billion from subscriptions for Muse by 2030.
- Muse is seen as Meta's key AI strategy to drive new subscription and commerce revenue.
- Competitors include OpenAI's ChatGPT Dots, Google's Gemini, and Anthropic's Claude.
Citigroup estimates that Meta Platforms' AI assistant, Muse, could generate more than $27 billion in annual revenue by 2030, driven by strong user adoption and engagement. The brokerage views Muse as increasingly becoming the "front door to the internet," facilitating user searches, comparisons, and online transactions.
Since its launch last month, Muse has achieved over 6.6 million cumulative downloads, with 1.8 million daily active users. Citigroup projects that by 2030, Muse could account for approximately $23 billion in transaction-related revenue and about $4.5 billion from subscriptions.
Muse is central to Meta's strategy to introduce AI-powered personal agents to mainstream users, aiming to drive new revenue streams and deepen user engagement across its platforms. The company is betting on this technology to become a key part of users' daily lives.
Citigroup highlighted Muse's first-mover advantage in the emerging personal agent market, noting that competitors such as OpenAI's ChatGPT Dots, Google's Gemini, and Anthropic's Claude are also expanding their agent offerings. Meta's stock has seen a year-to-date increase of 12.4%, and has risen more than 20% since Muse's debut on September 8.