Meta在第三季度财报电话会议上宣布其AI应用Muse的用户规模已突破1000万人1。公司首席执行官扎克伯格透露,Muse的日活跃用户占比约25%1,其中从事购物活动的用户平均单笔购买额超过200美元1,表明该应用已实现产品市场契合。
Meta对Muse的商业前景持乐观态度。公司计划在未来一年内将Muse的计算成本效率提升超过10倍1,同时致力于使其最终每用户收入超过Facebook、Instagram等传统应用1。扎克伯格还提到了"Muse network"计划,使多个Muse可相互协作1。此外,Meta预计Reality Labs部门2025年的亏损将从191亿美元改善至150亿美元1。
Meta announced during its third-quarter earnings call that its AI application Muse has exceeded 10 million users 1. The company revealed that approximately 25% of Muse users access the platform on a daily basis 1, indicating strong engagement with the application.
Shopping has emerged as a leading activity on Muse, with users who make purchases spending an average of over $200 per transaction 1. Meta assessed that the platform has achieved product-market fit 1. The company outlined an ambitious roadmap to scale the service, including plans to improve the computational cost efficiency of Muse by more than tenfold within the next year 1. Meta also projects that Muse's eventual revenue per user will exceed that of its traditional applications like Facebook and Instagram 1.
In addition to Muse's growth, Meta provided updates on its Reality Labs division, forecasting that its losses will improve from $19.1 billion to $15 billion in 2025 1. Zuckerberg discussed a "Muse network" initiative designed to enable multiple Muse instances to collaborate with one another 1.
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