Meta: Over 10 Million Users Set Up Muse AI Agent in US and Canada

The adoption pace matters less than the retention signal: a quarter of those users returning daily suggests Muse is becoming habitual rather than a novelty, and shopping as the dominant use case puts Meta's agent closer to commerce than to a general assistant. The monetization sketch — subscriptions plus small transaction fees — implies agent-mediated purchases could eventually touch merchant economics, not just Meta's ad business. Whether the 1-billion-user compute buildout is funded by subscriptions or by transaction take rates remains the open question, and the sparse detail on fees is where merchant and platform exposure will be defined.