On Meta’s Q3 earnings call, CEO Mark Zuckerberg shared the first hard numbers on Meta Muse shopping. Shopping is the AI agent’s most common use case, with more than 25% of users asking Muse to find better deals and make purchases — an early signal that agentic commerce is turning into real transactions.
Zuckerberg said the average purchase through Muse is more than $200. Plaid told Meta it had never seen activity like this on its connector for any other service, and in the first week Meta had to work with Stripe to raise credit limits because volumes beat expectations. Taking a share of transactions facilitated in the app is a likely path for Meta to earn a return on its AI investment.
Meta is building a “Muse Confidential VM” to address privacy concerns. The same week, a New Mexico judge ordered Meta to pay $25 billion over privacy breaches, and a security group reportedly obtained large amounts of Muse query data through simple techniques. Shoppers will need trust before handing an agent their payment details.
Zuckerberg described a Muse network where your Muse works with friends’ and family members’ Muses, and where buying something means talking to a business’s agent rather than navigating its website. Muse comes to Meta glasses in November.
In the same earnings report, Meta said average ad prices rose 14% — which helps explain why commerce revenue from Muse matters so much to its strategy.
Shopping. According to Mark Zuckerberg, more than 25% of Muse users ask it for help finding better deals and making purchases.
More than $200, per Meta. First-week volumes were high enough that Meta worked with Stripe to raise credit limits.
A planned system where users’ Muse agents collaborate with friends’ and family members’ agents, and shoppers buy by talking to a business’s agent instead of browsing its website.
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