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Meta has made a splash with the launch of its new AI application, Muse, as it seeks to establish a strong foothold in the agentic AI market. Early data from the market intelligence firm Sensor Tower reveals that the Muse app has been downloaded over 83,000 times on iOS in the United States, where it is currently available. This initial success has placed Muse at No. 2 on the App Store’s Top Charts, although this debut falls short compared to previous launches like Threads, which garnered more than 4.3 million downloads on its first day, and the Meta AI app, with 108,000 downloads shortly after its release.
When compared to the rapid rise of ChatGPT, which achieved over 500,000 installs in just six days, Muse’s performance seems moderately slower. While it has surged to the second position on the App Store in a matter of days, it took Muse twice as long to reach the same level as ChatGPT’s initial daily download average.
On the Android side, Muse has not performed as well, achieving only a No. 338 rank in the Productivity category on Google Play, with download figures still unreported. Additionally, Muse can also be accessed through web platforms and via WhatsApp, though these metrics are not included in the current download statistics.
Despite the mixed early numbers, Muse is significant for Meta as it represents a pivotal shift in the company’s strategy towards consumer AI. The company envisions that agents designed to assist users by handling tasks will become increasingly integral to daily life, marking a notable pivot akin to its rebranding from Facebook to Meta as it embraced metaverse ambitions.
Meta is not the only player vying for dominance in the growing consumer agentic AI space. Competing firms, including Google’s Gemini Spark and Anthropic’s Claude Cowork, are also in the mix, but for now, the primary competition appears to be between Meta’s Muse and Instinct, a text-based AI agent that recently achieved a valuation of $2.5 billion.
Instinct has been garnering attention for its capabilities despite facing scrutiny over privacy concerns. It has quickly deployed several features, including email addresses for its users and a new social networking component that allows agents to communicate and collaborate based on their owners’ social connections. With integrations like Stripe and 1Password recently introduced, as well as location-sharing functionality, Instinct is establishing itself as a formidable competitor.
The timing of Muse’s launch could also play a role in its performance. The app was released shortly after Meta faced an $18 billion settlement related to lawsuits about social media’s impact on children. This settlement, along with the company’s troubled history of privacy-related issues, may influence potential users’ trust in the new application.
Ultimately, the trajectory of Muse will be closely monitored as Meta continues its pursuit of a shared future in agent-driven consumer AI.
