Meta's Muse AI agent downloads are surging. Here's how it compares to ChatGPT, Grok and Claude — SkimNews
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- Meta's Muse AI agent app overtook ChatGPT to become the leading free app on the U.S. iOS App Store on Friday, racking up 730,000 downloads in its first ~5 days and surpassing 2.5 million cumulative downloads by Monday, per Sensor Tower.
- In the same 13-day post-launch window, ChatGPT recorded 3.1 million downloads while Claude and Grok logged 400,000 and 200,000 respectively, with Sensor Tower noting staggered iOS/Google Play rollouts across the apps.
- Meta shares surged more than 11% on Monday, and Wells Fargo lifted its price target on the stock to $796 following the launch.
- Amazon blocked Muse from accessing its shopping site, citing privacy and security risks, saying the agent scrapes account data, captures customer credentials and bypasses personalization features without advanced notice.
- Shopify CEO Tobias Lütke announced a partnership with Meta on Monday to enable Muse-powered agentic checkout across Shopify's online stores.
- Meta is offering Muse subscriptions at $20 and $100 per month tiers, positioning agent revenue outside its core advertising business, with the app powered by the Muse Spark model family.
Why it matters: Meta's 11%+ stock rally and Wells Fargo's $796 price target show investors view Muse as a credible consumer AI agent — but Amazon's block over credential scraping reveals major platforms will push back on agents that sidestep their data controls. With 2.5 million downloads in 13 days versus ChatGPT's 3.1 million, Muse is the first agent app to narrow OpenAI's launch gap in the consumer market.
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