The most aggressive forecasts suggest Muse could eventually generate around $36 billion in annual revenue, while several analysts still expect at least $10 billion. I'm having trouble seeing how a household personal assistant could reach those numbers. The examples usually involve booking appointments or shopping on someone's behalf, but most people may only schedule a handful of appointments each year. And when Muse "shops" for you, does it make purchases automatically, or mainly reorder familiar items with your approval? Many people probably still want control over everyday purchases.
Business-focused AI agents seem much easier to monetize, especially for customer service, sales, scheduling, and other repetitive tasks. Is the real opportunity businesses paying for branded agents, or does Meta expect to make most of its money through subscriptions, advertising, purchases, or user data? What would create enough demand for Muse to reach billions in annual revenue?
3 Answers
The bigger opportunity is probably business use rather than people outsourcing dentist appointments. Companies could pay for branded agents that answer customer questions, handle sales inquiries, manage messages, process returns, and support shoppers across Meta’s platforms. Automating those conversations for thousands of businesses could create enough volume to justify billions in revenue.
There may also be a premium subscription model. If the assistant genuinely saves people time by organizing errands, purchases, travel, and other tasks, heavy users might pay for higher tiers. The challenge is proving that the convenience is worth paying for when many of those tasks are occasional and people may not want an AI making decisions for them.
Advertising could be the main business model. If enough people use Muse, it becomes a new channel for product recommendations and purchases. Meta could potentially charge companies to have their products suggested, use the assistant to influence buying decisions, and collect valuable information about users’ preferences. That creates a much bigger revenue opportunity than simply charging people to book appointments.
It would also raise serious trust issues if companies could pay to make their products appear more often in Muse’s recommendations.
That kind of assistant would collect an enormous amount of personal preference data, which could be more valuable than the subscription itself.