Physix Frontier · News Briefing Card (TMTPost · Oct 10, 2026)

Manus and Meta Race for Personal Agents as Amazon Blocks Muse

KEY FACTS

On September 28, Manus released Cue, a standalone personal agent app that equips each agent with an email address, phone number, wallet, and computer.
On September 8, Meta launched Muse in the United States, giving users a cloud computer so tasks continue even after the app is closed.
On September 29, OpenAI launched dots, letting the assistant keep working between two conversations.
On September 20, Amazon blocked Muse from accessing its shopping site, citing violations of platform terms.
On September 22, Instacart announced plans to integrate grocery shopping into Muse.

KEY DATA

Over 3 millionMuse weekly active instruction users

Over 6.6 millionMuse cumulative downloads

1.8 millionMuse daily active users

Over $27 billionCiti forecast for Muse 2030 revenue

PHYSIX OBSERVATION

Competition in personal agents has shifted from feature demos to ecosystem access. Amazon's blocking of Muse shows that user authorization does not equal platform clearance; whether service providers are willing to open their interfaces is the real key. Domestic giants may hold the scenarios, but they face the same internal business trade-offs and external platform battles. Whoever first closes the transaction loop will define the next-generation entry point.

Source: TMTPost report