If you don't understand what exactly drove Meta's stock up yesterday - you should pay attention to the numbers in this post ๐
Meta's Muse agent surpasses ChatGPT in mobile penetration rate - Meta has found its stride ๐
$META ๐ฑ
Meta didn't wait years to build an audience for Muse. ๐
In just 12 days, the app is already showing a download and engagement rate reminiscent of ChatGPT's early days - and in some metrics, it even surpasses it by a large margin. ๐
According to Sensor Tower data, Muse recorded 2.8 million downloads across the two main app stores during the first 12 days of its launch. โฌ๏ธ
But the more interesting comparison is in the specific metrics for the US and Canada, on iOS:๐ฐ
- Muse platform: 1.8 million downloads in the first 12 days โญ๏ธ
- ChatGPT platform: 1.3 million downloads โฌ๏ธ
In other words, Muse achieved a download rate approximately 38% higher than ChatGPT's at the same point in time. ๐
The acceleration is even more pronounced ๐ข
On September 19, Muse recorded 264 thousand downloads in one day in the US - a new record for the app. ๐ถ
And this is not a one-time event. Muse crossed the 200 thousand daily download mark for three consecutive days. ๐
For comparison, ChatGPT took almost a year from its launch to reach a rate of 200 thousand daily downloads in the US. ๐ฃ๏ธ
Here it's already difficult to speak only of a 'successful launch'. This is an exceptionally rapid adoption rate.
And users aren't just downloading - they're returning ๐ฅ
The more interesting metric is actually the DAU, the number of daily active users.
Muse reached 448 thousand daily active users in the US in just 10 days. ๐ฅ
The ChatGPT app took 49 days to reach approximately 450 thousand daily active users in the US. ๐ฅ
On the 12th day after launch:
๐ฅ- Muse: 642 thousand daily active users in the US ๐ฅ- while ChatGPT reached 'only' 231 thousand
In other words, at this point in time, Muse showed almost 2.8 times more daily active users compared to ChatGPT. ๐งฎ
Even when limiting the measurement to iOS users in the US only, Muse reached 359 thousand daily active users. ๐โโ
But it's important to understand something,
Downloads are just getting in the door. ๐
The number that should really light up a warning sign for investors is the engagement rate. ๐ฌ
If users are not just downloading Muse but also returning to it daily, Meta is starting to build a usage habit - and that is the real asset in the AI war. ๐ฐ
Although ChatGPT arrived first and turned AI chat into a consumer habit.
Now Meta is trying to take a share of that habit, arriving with a massive user base, distribution through its ecosystem, and the ability to integrate its AI products into its existing family of apps. ๐ช
The ultimate goal is penetration into daily life - and ultimately, payment from the end-user that translates into recurring revenue and profits for Meta's giant coffers. ๐ฐ
The real battle is just beginning ๐
The numbers from the first 12 days are impressive, but they don't mean Meta has defeated OpenAI.
The big question is what will happen after the launch effect.
๐ขWill Muse maintain its usage rate?
๐ขWill users turn it into a daily tool?
๐ขWill it succeed in generating significant revenue?
๐ขAnd will Meta's distribution advantage allow it to continue growing even after the initial buzz fades?
Currently, one thing is clear: Meta did not enter the AI war with a knife.
It entered with a tank. ๐ช
And the market is already starting to hear the engine.