On September 9, 2026, Reuters reported that Meta Platforms, Inc. (NASDAQ:META) rolled out Muse, a long-touted AI agent that can autonomously send emails, sell a car, and book travel on a person’s behalf, despite internal concerns among Meta’s own employees that the technology mismanages access to sensitive personal data. The agent is modeled on the open-source system OpenClaw and available initially only in the U.S. through a dedicated app or WhatsApp. It is designed to access apps across email, calendar, payments, health, shopping, and smart-home categories as the centerpiece of CEO Mark Zuckerberg’s “personal superintelligence” strategy.
Bull Case
Muse could give Meta Platforms, Inc. (NASDAQ:META) a new revenue stream beyond advertising by turning its massive user base into paying AI customers. The company launched Muse with a free tier and $20 and $100 monthly subscription options for heavier users. The agent can handle tasks such as sending emails, selling items, and booking travel. It gives Meta a direct way to monetize AI capabilities and diversify its revenue base.
The new AI agent could help Meta generate returns from its enormous AI infrastructure investment. Meta expects AI infrastructure spending to exceed $130 billion this year, increasing the importance of monetizing its AI capabilities. Meta can distribute Muse through WhatsApp and eventually connect it with smart glasses. It gives the company multiple ways to expand usage and build a broader consumer AI ecosystem.
Meta has strengthened Muse’s safeguards before launching the product. It could support wider use. Meta delayed the launch from April to improve security and added an autonomous safety agent that monitors Muse’s actions. Users can also control which apps Muse can access, while Meta plans an encrypted version. It gives the company a path to address security concerns as it expands the product.
Bear Case
Muse’s security failures could damage consumer trust in a product that needs access to sensitive information. Internal testing uncovered an incident in which Muse exposed private iCloud photos. Employees also reported other security concerns. Such failures could discourage users from connecting email, payment, health, and other personal accounts, limiting subscription adoption and Meta Platforms, Inc. (NASDAQ:META)’s potential revenue from Muse.
Reliability problems could prevent Muse from becoming a dependable paid service. Meta employees reported repeated logouts, monitoring failures, and inconsistent performance during testing. Users may hesitate to pay $20 or $100 per month for an AI agent that cannot consistently complete important tasks. It could limit Meta’s ability to build a recurring revenue stream from the product.
Muse could increase Meta’s AI costs before the business proves that the product can generate returns. Meta expects more than $130 billion in AI infrastructure spending this year. The company has also seen a 40% increase in technical and security incidents linked to AI. Meta needs Muse to achieve strong adoption and recurring revenue to justify its additional costs and contribute to earnings and shareholder returns.
Hedge Fund Sentiment
Meta Platforms, Inc. (NASDAQ:META)’s hedge fund holder count slipped to 254 in the second quarter from 262 in the first, even as combined position value rose to $43.75 billion from $41.70 billion, according to Insider Monkey’s database. Alphabet, developing its own competing AI agent products, saw both measures increase, with holders climbing to 275 from 265 and position value jumping to $93.74 billion from $72.41 billion.
Conclusion
Meta’s launch of Muse gives the company a potential new revenue stream as it expands AI beyond advertising and invests more than $130 billion in AI infrastructure this year. The agent’s ability to complete tasks across other apps could support paid subscriptions and scale up Meta’s broader AI ecosystem. But security and reliability problems could limit use and increase regulatory risks. Meta needs to turn Muse’s technical capabilities into reliable, widely adopted services that make enough recurring revenue to justify its massive AI investment and back up long-term shareholder returns.
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