Deutsche Bank said Muse has passed 3 million installs in the United States just 16 days after launch, with early growth running ahead of other major AI apps. The bank said Muse’s long-term monetization model may shift away from subscriptions and lean more heavily on transaction commissions, payments, and advertising. In Deutsche Bank’s optimistic case, Muse could generate more than $36 billion in revenue by 2030. The report also said high inference costs remain a key obstacle to scaling the product. At the same time, Deutsche Bank sees wearable devices and enterprise agents as potential channels that could broaden Muse’s use cases over time. The bank kept its Buy rating on Meta and raised its price target to $820 from $750, according to Sina Finance.
Odaily reported that Muse surpassed 3 million installs in the United States 16 days after launch, with early growth outpacing other major AI applications.
Deutsche Bank said Muse’s long-term monetization focus may move beyond subscriptions and shift toward transaction commissions, payments, and advertising. In its optimistic scenario, the bank expects Muse to generate more than $36 billion in revenue by 2030.
Deutsche Bank also said high inference costs remain a challenge for scaling. It added that wearable devices and enterprise agents could expand Muse’s use cases.
The bank maintained a Buy rating on Meta and raised its price target to $820 from $750. The item cited Sina Finance as the source.
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