In Meta’s version of the future, I’ll have my Muse call your Muse

Meta's CEO Mark Zuckerberg is envisioning a future where an autonomous network of AI agents, powered by Meta's Muse personal AI agent, will handle various aspects of our lives such as shopping, working, and interacting with other people's AI agents. He believes that billions of people will adopt Muse, and their Muses will communicate and transact with each other in a large-scale network.

This AI-driven ecosystem could generate more revenue per user for Meta than Instagram and Facebook, ultimately leading to highly profitable operations in the near future.

During the company's earnings call, Zuckerberg shared promising data points about Muse, including downloads by over 10 million users in the US and Canada, with a quarter of new users using it daily. A significant portion of Muse users are shopping on the platform, spending an average of over $200 per purchase. Meta earns a fee for each commercial transaction that takes place on Muse.

However, Meta has not provided detailed information on how the system will work in practice, raising concerns about data privacy. There have been reports of agents leaking content from users' private conversations. Meta claims Muse is built for privacy and security, but these concerns remain valid.

While Zuckerberg believes that people will eventually adapt to this AI-driven future, he acknowledges potential friction points in getting businesses on board with Muse. Meta plans to remain free for consumers, while businesses will be responsible for transaction fees. To make this vision a reality, Meta needs Muse to be successful, as its capital expenditures are expected to double in 2026, bringing the total to between $135 billion and $145 billion.