Updated

New analysis suggests Meta's AI companion product, Muse, could reach 10 million paying users, translating into roughly $2.4 billion in annual revenue if realized. The projection highlights growing investor interest in monetization paths for Meta's consumer-facing AI products beyond its core advertising business. The estimate underscores the broader industry focus on how major tech companies can turn generative AI features into direct revenue streams, with Meta positioning Muse as a potential new growth driver alongside its social media and advertising operations.