Meta’s AI agent Muse is now the No. 2 app in the US
Meta’s AI agent Muse is now the No. 2 app in the US
Meta 的 AI 智能体 Muse 现已成为美国排名第二的应用程序
Meta is beginning to win over Wall Street following Tuesday’s launch of its new AI app, Muse. The tech giant’s push into agentic AI is also a hot topic on X among industry players. Now, early numbers offer better insight into how popular Muse actually is among its target market of U.S. consumers. 随着周二新 AI 应用 Muse 的发布，Meta 开始赢得华尔街的青睐。这家科技巨头在智能体 AI（agentic AI）领域的布局也成为了 X 平台上业内人士的热门话题。目前，早期数据让我们更深入地了解了 Muse 在其目标市场——美国消费者中的受欢迎程度。
According to new data provided by the market intelligence firm Sensor Tower, Muse has been downloaded north of 83,000 times on iOS in the United States. (The app is currently limited to the U.S. for now.) While this pushed Muse into the No. 2 position on the App Store’s Top Charts, its launch pales when compared with other recent app debuts from Meta, like Threads and Meta AI, the data indicates. 根据市场情报公司 Sensor Tower 提供的最新数据，Muse 在美国的 iOS 下载量已超过 83,000 次。（该应用目前仅限美国地区使用。）尽管这使 Muse 跻身 App Store 排行榜第二名，但数据显示，与 Meta 近期推出的其他应用（如 Threads 和 Meta AI）相比，其发布表现稍显逊色。
For instance, Threads was downloaded more than 4.3 million times in the U.S. on its launch day, and the Meta AI app saw 108,000 U.S. downloads during its debut. Muse is also further behind when compared with another notable consumer AI app’s launch: ChatGPT. In less than a week after its arrival, ChatGPT had topped half a million installs in the U.S., which was also its only market at the time. If that spread was divided evenly, that would mean ChatGPT was seeing an average of 83,300 downloads daily at its debut — a number that it took Muse twice the time to achieve. 例如，Threads 在发布首日的美国下载量超过 430 万次，而 Meta AI 应用在发布期间的美国下载量为 10.8 万次。与另一款备受瞩目的消费级 AI 应用 ChatGPT 的发布相比，Muse 的表现也更为落后。ChatGPT 在上线不到一周的时间内，在美国市场的安装量就突破了 50 万次（当时美国也是其唯一市场）。如果按平均分配计算，ChatGPT 在发布初期平均每天获得 83,300 次下载——而 Muse 达到这一数字所花的时间是 ChatGPT 的两倍。
None of this necessarily means that the Muse launch is going poorly — it may just be taking off at a slightly slower pace. The app is still climbing the charts on iOS, having moved up from the fourth position on the U.S. App Store on Wednesday to now No. 2 as of today. Its Android counterpart, however, is faring less well. Muse has only achieved a rank of No. 338 in the Productivity category on Google Play’s app marketplace. (Its Android download numbers aren’t yet available.) Muse is also available via the web and through WhatsApp, neither of which are being counted in these estimates. 这并不一定意味着 Muse 的发布表现不佳，它可能只是起步速度稍慢。该应用在 iOS 排行榜上仍在攀升，已从周三美国 App Store 的第四名上升至今天的第二名。然而，其 Android 版本表现则不尽如人意。Muse 在 Google Play 应用商店生产力类目中仅排名第 338 位。（其 Android 下载数据尚未公布。）此外，Muse 还可通过网页版和 WhatsApp 使用，这些渠道的数据均未计入上述估算中。
Still, Muse’s numbers, while early, are worth watching as the app represents one of Meta’s bigger bets to date. In short, the company believes that agents that work to get things done on people’s behalf will be the future of consumer AI — and it’s staking its claim on this emerging market. (It’s at least as significant a move as when the company rebranded from Facebook to chase its metaverse ambitions as Meta!) 尽管数据尚处于早期阶段，但 Muse 的表现仍值得关注，因为该应用代表了 Meta 迄今为止最大的赌注之一。简而言之，该公司认为，能够代表用户处理事务的智能体将是消费级 AI 的未来，并正致力于在这一新兴市场占据一席之地。（这一举措的重要性至少不亚于该公司从 Facebook 更名为 Meta 以追求其元宇宙愿景的时刻！）
Meta, of course, is not alone in its pursuit of consumer-facing agentic AI. Every company has a horse in this race, it seems, from Google’s Gemini Spark to Anthropic’s Claude Cowork and beyond. But for simple-to-use agents aimed at the everyday person, the competition for now is between Meta’s Muse and Instinct, a new AI agent that works over text messages and was recently valued at $2.5 billion. 当然，Meta 在追求面向消费者的智能体 AI 方面并不孤单。似乎每家公司都在参与这场竞赛，从 Google 的 Gemini Spark 到 Anthropic 的 Claude Cowork 等等。但对于面向普通大众、易于使用的智能体而言，目前的竞争主要集中在 Meta 的 Muse 和 Instinct 之间。Instinct 是一款通过短信运行的新型 AI 智能体，最近估值已达 25 亿美元。
Despite security concerns and an overly broad and permissive privacy policy, Silicon Valley insiders have been raving about Instinct’s capabilities. While there are plenty of other agents that focus more narrowly on things like managing work or family life, Instinct seems to be the one to beat, given the $350 million it now has at its disposal and the speed with which it’s shipping new features. 尽管存在安全隐患以及过于宽泛和宽松的隐私政策，硅谷内部人士仍对 Instinct 的能力赞不绝口。虽然市面上还有许多其他专注于管理工作或家庭生活等细分领域的智能体，但考虑到 Instinct 目前拥有的 3.5 亿美元资金及其发布新功能的速度，它似乎成为了最强劲的竞争对手。
This week, for example, Instinct has rolled out email addresses for all its users, and just announced it’s building its own social network of sorts — that is, one person’s Instinct agent can now talk to those belonging to their friends to coordinate plans. If agents are the future, then Instinct’s ability to build a new social graph based on who people actually talk to and hang out with in real life could be ultimately more valuable than Meta’s friend graph, which is a mix of people users actually know and those they just follow. 例如，本周 Instinct 为所有用户推出了电子邮件地址，并刚刚宣布正在构建一种属于自己的社交网络——也就是说，一个人的 Instinct 智能体现在可以与朋友的智能体进行对话，以协调计划。如果智能体是未来，那么 Instinct 基于人们现实生活中实际交谈和交往对象构建新社交图谱的能力，最终可能比 Meta 的好友图谱更有价值，因为后者的好友图谱混合了用户真正认识的人和仅仅关注的人。
Over the past several days, Instinct also launched integrations with Stripe and 1Password, and a location-sharing feature so the agent can take on actions that require knowing your current location. 在过去几天里，Instinct 还推出了与 Stripe 和 1Password 的集成，以及位置共享功能，以便智能体能够执行需要获取用户当前位置的操作。
Muse’s launch timing could be another factor impacting its debut numbers. The agent, which requires users to provide Meta with more of their personal information, arrived only days after Meta agreed to a massive $18 billion multistate settlement in a lawsuit over social media’s consumer harms. The company’s reputation has also taken many other legal hits over the years, as it’s been involved in massive data scandals and has been targeted and fined multiple times by the U.S. Federal Trade Commission over privacy violations. Muse 的发布时机可能是影响其首发数据的另一个因素。该智能体要求用户向 Meta 提供更多的个人信息，而其发布时间距离 Meta 就社交媒体消费者伤害诉讼达成 180 亿美元的巨额多州和解协议仅过去几天。多年来，该公司的声誉还遭受了多次法律打击，因为它卷入了大规模数据丑闻，并因隐私违规多次受到美国联邦贸易委员会（FTC）的调查和罚款。