Zuckerberg Says Muse AI Could Surpass Meta's Family of Apps in Revenue Per User as Agent Hits 10 Million Users

Mark Zuckerberg told investors on Meta's third-quarter earnings call that Muse, the company's personal AI agent, could eventually generate more revenue per user than Meta's existing Family of Apps, which currently produce several hundred dollars per user annually. Zuckerberg described the benchmark as a floor, not a ceiling, saying he expects Muse to reach an even higher level over time as models become more advanced.

Muse crossed a significant early milestone: more than 10 million people in the United States and Canada have set up personal Muse agents in just a month and a half since launch. Zuckerberg said Meta's ambition is to grow Muse to serve billions of people globally, framing it as a potential shift away from advertising, which currently accounts for roughly 98 percent of Meta's revenue, toward transaction-based monetization.

The product roadmap is advancing quickly. Zuckerberg said Muse Charm is about to ship, that Muse will come to Meta's smart glasses starting next month, and that smaller, more efficient models delivering Muse Wonder-level intelligence are coming soon. He also said glasses sales continue to grow rapidly and that he expects paid subscriptions to increase as Muse rolls out to the hardware. Meta shares were up more than 5 percent in after-hours trading as the call progressed.

The earnings backdrop provided context for the bold Muse projections. Meta reported third-quarter revenue of $64.6 billion, up 26 percent year over year and above analyst estimates of $63.3 billion. Capital expenditures reached $34.9 billion in the quarter, and Meta nudged its full-year capex guidance slightly higher to a range of $135 billion to $145 billion.