Meta's Muse hits 2.9M DAUs but growth slows, skewed to high-value users
omooretweets · x · 2026-10-27
Meta's Q3 earnings call shared Muse stats (via SensorTower): 2.9M DAUs, 15% WoW compound growth but slowing over the last two weeks. omooretweets argues the slowdown isn't a snub (earliest growth on smallest bases is always most explosive); the real signal is that 20% of US Muse users are $1,000+ ARPU users across Meta apps (vs $275 baseline), and 25% of users who set it up fit that profile — evidence consumer agents haven't reached the true mainstream yet.
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