The new Muse agent can perform a range of tasks for users, from answering questions to handling routine digital chores, marking Meta’s latest push to embed artificial intelligence directly into its consumer‑facing apps.
Zuckerberg described Muse as a step toward what he calls "personal superintelligence," adding on the company’s second‑quarter earnings call that it would not be surprising if, in five years, billions of people were using AI agents on a daily basis.
Meta’s strategy hinges on its massive ecosystem of apps, which collectively reach 3.6 billion daily active users, giving the firm unparalleled scale to distribute AI‑powered features and to monetize them through its advertising platform.
The company is already leveraging AI to boost user engagement and to improve the effectiveness of ad campaigns for marketers, a move that could offset the low willingness of consumers to pay directly for AI services – a point underscored by a Bank of America Institute study showing only 3 % of households with accounts at the bank pay for AI offerings.
Analysts note that while Nvidia (NVDA) has dominated the AI hardware market, with its shares soaring 865 % over the past five years and a market cap of $5.2 trillion, the longer‑term value may shift to the application layer, where Meta’s suite of social and messaging platforms sits.
If Meta’s AI tools can successfully integrate into everyday user experiences and drive higher ad spend, the company could capture a larger share of the AI value chain, positioning itself as a leading AI stock for investors looking toward 2026.