Citigroup sees Meta's Muse becoming AI's new gateway to the internet
AI Market Summary
Citigroup's report frames Meta's AI assistant Muse as a potential "front door" to the internet, estimating 2030 annual revenue above $27B, led by transaction-related monetization and complemented by subscriptions. Reported traction (6.6M+ downloads, ~1.8M DAU) and Meta's intensified promotion strengthen the near-term narrative around AI-driven engagement and new revenue lines for Meta.
Impact level
● Medium
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▲ Bullish
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Citigroup estimates that Meta's AI assistant Muse could generate more than $27 billion in annual revenue by 2030. The bulk would come from transaction-related income of about $23 billion, alongside roughly $4.5 billion from subscriptions. Muse has surpassed 6.6 million cumulative downloads and is running at 1.8 million daily active users, with new use cases continuing to emerge. Meta is stepping up its promotional push.
