Meta's Muse Reaches 10 Million Accounts in Six Weeks

Has Meta's Muse reached 10 million users?

Yes. Meta reported more than 10 million account signups in the United States and Canada by October 21, 2026, around six weeks after launch. This measures accounts set up, not necessarily active or paying users.

Orbitrum Investor Impact

Why does Muse's growth matter to Meta investors?

Muse could create a new revenue stream through paid features, commerce and business services. Meta's CFO said its AI businesses could begin contributing incremental revenue in 2027, but the company has not established Muse's long term profitability.

Could Muse's growth affect Meta stock?

The early adoption strengthens Meta's case for investing heavily in consumer AI, and its shares rose more than 4% in extended trading following the October 21 announcements. However, returns depend on whether future revenue justifies the substantial computing and infrastructure costs.

How much is Meta spending on AI infrastructure?

Meta raised the lower end of its 2026 capital expenditure outlook to $135 billion, with a range of $135 billion to $145 billion. The company also reported a $2.12 billion free cash flow deficit in the third quarter, highlighting the financial cost of its investment program.

Can Meta monetize Muse profitably at its current scale?

That remains uncertain because Meta says Muse is more expensive to operate than many of its earlier products and plans to monetize it sooner than usual. Improving computing efficiency and converting signups into recurring revenue will be critical to its economics.

What should investors watch next for Muse?

Investors should watch for evidence of paid usage, incremental AI revenue in 2027 and improvements in computing efficiency. A broader international rollout also depends on Meta making the service efficient enough to operate at greater scale.