Meta's Muse Tops iOS Charts, Passes ChatGPT — SkimNews
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- Meta's Muse launched September 8 and overtook ChatGPT as the top free iOS app in the US by Friday, racking up 730,000 downloads in its first five days and over 2.5 million total as of Monday, per Sensor Tower.
- ChatGPT still led the same 13-day post-launch window with 3.1 million downloads, while Claude and Grok trailed Muse with 400,000 and 200,000 downloads respectively, though Sensor Tower noted staggered Apple/Google Play releases skewed totals.
- Meta's stock jumped more than 11% on Monday, and Wells Fargo raised its price target to $796 as Wall Street priced in Muse's early traction.
- Amazon blocked Muse from accessing its shopping site, alleging the agent bypasses personalization features, captures customer credentials, and scrapes account data — a move first reported by GeekWire.
- Shopify CEO Tobias Lütke announced a partnership with Meta to enable Muse-powered agentic checkout in Shopify's online stores.
- Meta is offering Muse subscriptions at $20 or $100 per month, opening a potential revenue stream outside its core online advertising business.
Why it matters: Meta's 11% stock jump and 2.5 million downloads in two weeks show investors and consumers are buying into its agent bet, but Amazon's blockade over credential scraping makes clear that mainstream agent commerce will hinge on which platforms grant — or refuse — bot access. Shopify's embrace hints at which merchants are willing to be early test cases.
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