Meta Muse hits 10M users in US/Canada, shoppers averaging $200+ per order
CathieDWood · x · 2026-10-24
Cathie Wood highlights ARK analyst Brett Grousark's key stats from Meta's Q3 2026 earnings call:
- Muse personal agents have been set up by 10M users in the US and Canada, with 25% using it daily — Zuck claims that's more than twice the starting engagement of Threads or other AI apps.
- Shopping is the top use case: over a quarter of Muse users shop with it, with average order value above $200 — roughly 4x Amazon's $50 average.
- Plaid says it has never seen this level of connector activity on any other service.
- Family of Apps revenue per existing US user is already "several hundreds of dollars annually," and Zuck expects Muse's commerce volume to push it higher.
The takeaway: agentic commerce may not be a volume game — it's about driving high-value purchases, since shopping with an expert raises what people are willing to spend.
Related event: Meta Muse Agent Tops 10M Users in North America with 4x Amazon Order Value(2 posts)→
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