A $28 billion revenue forecast for Meta's Muse AI agent by 2027
A user says Oppenheimer's projection rests on 115 million paying users at a 6% conversion rate—the same rate the post cites for ChatGPT.
TLDR
A user attributes a forecast of $28 billion in Muse AI agent revenue by 2027 to Oppenheimer, driven by 115 million paying users at a 6% conversion rate.
Another user points to Alex Heath's interview with Mark Zuckerberg and argues that Meta's advantages include its user data and models designed specifically for personal agents. That post describes each user getting a virtual computer so their agent can operate a browser, apps and desktop independently, and calls encryption central to the privacy approach.
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