Meta's Muse gains traction as AI subscription potential meets privacy concerns

  • Meta's Muse reached roughly 2.5 million U.S. downloads within two weeks as the stock gained 12.90% over five sessions.
  • Surfshark found Muse disclosed potential collection of 31 of Apple's 35 data types, versus a 13-type average across major AI apps.
  • Gene Munster estimates personalized AI subscriptions could add $11 billion to $108 billion in annual revenue under two scenarios.

Meta Platforms' personal AI agent Muse gained consumer traction and helped drive a 12.90% five-session rise in the company's stock, while disclosures highlighted privacy risks and analysts identified personalized AI subscriptions as a potential growth opportunity. Surfshark found Muse disclosed potential collection of 31 of Apple's 35 data types, compared with an average of 13 across major AI apps studied. Meta says Muse interactions may help train its AI models, though users can opt out, and says conversations and data stored in its virtual machine are not shared with advertising systems. Gene Munster estimates that personalized AI subscriptions could generate $11 billion to $108 billion in annual revenue for Meta under conservative and aggressive scenarios, excluding potential transaction cuts. Muse reached roughly 2.5 million U.S. downloads within two weeks, topped U.S. app charts and can connect with email, calendars and other services to book travel, shop and send messages.

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