Meta's Muse Hits No. 2 on App Store, Trails ChatGPT Pace — SkimNews

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- Muse has been downloaded more than 83,000 times on US iOS, climbing from No. 4 to No. 2 on the App Store Top Charts, but the debut lags Threads' 4.3 million launch-day downloads and Meta AI's 108,000 first-day US installs
- ChatGPT surpassed 500,000 US installs within a week of its debut — roughly 83,300 per day — a daily pace Muse needed twice as long to match, per Sensor Tower data
- Muse ranks only No. 338 in the Productivity category on Google Play, with Android download numbers not yet available; the app is also accessible via web and WhatsApp, neither counted in the estimates
- Instinct, a competing consumer agent valued at $2.5 billion with $350 million in funding, shipped email addresses for all users this week, launched Stripe and 1Password integrations, added a location-sharing feature, and is building a social network where one user's agent can coordinate plans with friends' agents
- Meta's Muse launch landed days after the company agreed to an $18 billion multistate settlement over social media harms, and requires users to hand over more personal information — a backdrop of repeated FTC privacy fines and data scandals
- The article frames Instinct's emerging social graph — built from who users actually talk to in real life — as potentially more valuable than Meta's existing friend graph, which mixes real connections with mere followers
Why it matters: Meta is staking its consumer AI future on Muse, but its launch pace is half of ChatGPT's daily debut rate and it trails even Meta's own past apps — while Instinct is shipping the kind of cross-agent social features that could define the next platform shift.
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