Physix FrontierPhysix Frontier · News Briefing Card (TMTPost · Oct 14, 2026)
Meta Muse Growth Slows 62.4% as Chinese Giants Chase Personal Agents
KEY FACTS
- Meta launched its personal agent Muse on September 8, capable of executing tasks in the background such as form filling, price comparison, and subscription cancellation.
- Muse's average daily net new users fell from a September peak of 198,000 to 74,000, a decline of 62.4%.
- Alibaba released "Qwen Go!" on October 13, while ByteDance, Tencent, Ant Group and others pushed personal agent products over the same period.
- A Morgan Stanley report shows Muse's baseline monthly service cost per user is $37, or $445 per year.
- In China, only 35% of respondents have ever paid for AI, with an average maximum willingness to pay of about 41 yuan per month.
KEY DATA
198,000Muse peak daily net new users
74,000Muse current daily net new users
$37Muse baseline monthly service cost per user
35%Share of domestic AI paying users
PHYSIX OBSERVATION
The sharp slowdown in Muse's growth exposes the false premise of personal agent demand: domestic super apps have already integrated services, the efficiency gains from agents are limited, and the permission and monetization problems remain unsolvable. Big tech's bandwagon jump may repeat the same mistakes; the real opportunity may be for super apps to internalize these capabilities rather than build standalone entry points.
Source: TMTPost report