Meta's Muse AI agent hits 10.9 million downloads as ChatGPT slides 25%

What happened: Meta's Muse AI agent has reached 10.9 million downloads since its Sept. 8 launch, per Sensor Tower data, while US ChatGPT downloads fell 25% over the past 30 days versus the prior period. Key numbers: 10.9 million total Muse downloads; 10.2 million from the US; 2.5 million DAUs on Oct. Why it matters: Deutsche Bank analyst Benjamin Black said Meta found a gap among AI-agentic offerings, and Wall Street has set aggressive growth assumptions for Muse. Meta reports earnings after the close on Wednesday. Market: -2.0% today ($691.24), +6.5% YTD, 0.5x vol — as of 17:32 UTC Verified: Q3_2026 (Oct 21) EPS $7.05 vs $5.57 est, +26.6% beat; next print ~Jan 20

Meta's Muse AI agent has reached 10.9 million downloads since its Sept. 8 launch, per Sensor Tower data, while US ChatGPT downloads fell 25% over the past 30 days versus the prior period.

Deutsche Bank analyst Benjamin Black said Meta found a gap among AI-agentic offerings, and Wall Street has set aggressive growth assumptions for Muse. Meta reports earnings after the close on Wednesday. Market: -2.0% today ($691.24), +6.5% YTD, 0.5x vol — as of 17:32 UTC Verified: Q3_2026 (Oct 21) EPS $7.05 vs $5.57 est, +26.6% beat; next print ~Jan 20