AI model
Meta's Muse AI model family from Meta Superintelligence Labs, which succeeded Llama in 2026, and the name of its consumer personal agent app.
Meta lets its Muse assistant write explicit sexual chat for adults who ask, a spokesperson told WIRED. Mashable reported over five million downloads of an app whose explicit language Meta bans for Instagram and Facebook users.
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Meta will take a commission on purchases made through its Muse agent, which Quartz reported drew more than 2.5 million US downloads in two weeks without giving any purchase counts. Walmart, Sephora, Expedia and Shopify are partners.
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Instinct, the invite-only AI agent valued at $10 billion in late September, held its own against Muse and Dots on everyday chores in The Verge's testing. With results that close, its difference comes down to a text-only interface and a narrower focus.
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Meta has stopped running ads from TikTok owner ByteDance in the US and six other countries, and from third parties that send users to TikTok there. TikTok already refuses links that open rival social apps, so each platform now restricts how its users can reach the other.
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Meta's Muse agent passed 5 million downloads in a month as Planet Fitness and Booking, which profit when customers don't compare or cancel, fell 11% to 12%. Retailers have stayed near the index, and their open question is who completes the purchase and keeps the data.
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Meta's Muse agent can find and cancel recurring subscriptions, aiming at the inertia and friction Stanford economists say roughly double sellers' revenue. Subscription spending still grew 7.7% in July, so the test is whether that growth slows once agents start making households decide.
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Meta's new pocket device opens its Muse agent with one tap and reaches the network over a 5G modem of its own. The modem is what lets an assistant stop inheriting Apple's and Google's app rules.
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Nightclubs, restaurants and DEFCON banned Meta glasses because they film. The new audio pair drops the camera, keeps the microphones and the Muse agent, and from the front it looks like an ordinary Ray-Ban.
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Meta released open source firmware and a Linux SDK for its Muse agent and is giving subscribers 5,000 Home Link dongles. For now the release suits people who tinker; companies hoping to sell Muse hardware have no published terms to build on.
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Instinct's AI agent, from a startup valued at $10bn this week, read a stored test card number and passwords back in plain text in an investor's test. For employers whose staff use personal agents, the open question this quarter is which credentials belong in an agent's vault at all.
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Meta launched Muse for Small Business on Tuesday, pitching the AI agent at the 200 million small business owners it says use its platforms. How much cash it brings in depends on how many owners pay for higher limits and how much ad spend comes from the campaigns it drafts.
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Meta's Muse for Small Business connects its AI agent to Meta ad accounts, Instagram analytics and dozens of outside business tools. Owners now choose how much marketing and admin work to give an agent built by the platform they advertise on.
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Meta shares rose 27% in September to $725.18, their best month since November 2022, after its Muse agent app topped ChatGPT in iOS downloads. That chart position is the only adoption figure in the coverage, so the price now depends on Muse usage numbers Meta has yet to publish.
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PNC figures put paying AI consumers at 2.2% in May, averaging $31 a month, while Meta's Muse, OpenAI's Dots and a $10bn Instinct revive personal assistants. Model upgrades have barely moved either figure, so the teams shipping these agents need revenue that does not depend on a monthly fee.
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Instinct raised $1 billion at a $10 billion valuation this week, four times its August price, for an AI assistant open only by invitation. The price rests on its founder's claim of nearly $1 billion in yearly purchases routed through a free app.
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Meta has released seven new apps so far in 2026, betting that AI makes shipping easier and that its recommendation systems can scale the ones people want. What Meta now has to ration is the in-house promotion that grew Threads, and the harder call is which launches to close.
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MongoDB shares fell as much as 27% on Monday after Meta hired its chief executive, CJ Desai, to lead a new enterprise AI platform. The move gives software boards a live succession case, though one departure is too little to call a pattern.
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Meta put its Muse assistant on every pair of glasses and headset it showed at Connect, led by $1,300 VR Glasses due this spring. For a team buyer the lineup is separate devices for separate jobs. The evidence on how people use Meta's hardware is still thin.
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Meta rose about 13% and Microsoft more than 4% in a week that took the 10-year Treasury yield past 5.2% and October Fed hike odds to 66%. Both moved on their own company news, and at 23 times forward earnings Meta now yields less than the Treasury.
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Meta One Core costs $7.99 a month and contains three single-app plans that add up to $10.97, so the higher ceilings on Restyle, voice effects and Muse generation are the part of the bundle Meta is actually selling.
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