Meta Platforms (NASDAQ: META) launched “Muse,” its first personal AI agent, on September 8th, marking what analysts are calling the most significant application release in the history of artificial intelligence.
Within just a handful of days, Muse climbed to the number one position on both the Apple (NASDAQ: AAPL) App Store and Google Play, demonstrating an extraordinary level of consumer demand rarely seen in the tech industry.
According to Apptopia app analytics, Meta reached 1.1 million installs roughly 10 days after launch, surpassing the record previously set by ChatGPT’s 2022 debut, which had been the fastest-growing consumer application in history.
Muse operates as an agentic AI system, meaning it can independently browse the internet, connect users to applications like travel platform Expedia (NASDAQ: EXPE), and complete complex multi-step tasks without human supervision.
NVIDIA (NASDAQ: NVDA) CEO Jensen Huang has outlined four waves of the AI revolution, with agentic AI representing the third phase the industry is entering right now, followed by physical AI expected around 2027 and 2028.
Unlike earlier generative AI tools such as Alphabet’s (NASDAQ: GOOGL) Gemini or OpenAI’s ChatGPT, agentic AI does not simply respond to single prompts but instead breaks requests into steps, builds plans, uses external tools, and adapts to new information autonomously.
Meta founder and CEO Mark Zuckerberg has consistently demonstrated a willingness to make bold, high-stakes bets, having acquired Instagram for $1 billion in 2012 and WhatsApp for $19 billion in 2014, investments now worth hundreds of billions of dollars combined.
In September, Meta shares surged more than 25%, their largest monthly gain in over a decade, as investors began pricing in the potential of the company’s AI ambitions following the Muse launch.
Meta spent more than $100 billion on AI investments in 2026, even poaching top AI talent from competitors for sums reportedly reaching $100 million, spending that had previously rattled Wall Street but now appears increasingly justified.
Zuckerberg announced the launch of Meta Enterprise Platform, stating: “We believe superintelligence will create significant new opportunities for all people and businesses. Meta already serves billions of people at scale and helps hundreds of millions of businesses reach customers.”
He added that the platform will leverage “advanced models, leading agents, large-scale infrastructure, and years of working closely with many businesses” to help companies grow and transform using AI tools including Muse API and Muse Code.
MongoDB (NASDAQ: MDB) CEO CJ Desai departed to lead Meta’s new enterprise platform business, underscoring Zuckerberg’s view that Meta holds a “rare advantage” across AI models, infrastructure, and agents in the enterprise space.
According to The Business Research Company, the enterprise AI market is projected to grow from approximately $40 billion in 2026 to approximately $164 billion by 2030, representing a compound annual growth rate of 42%.
Despite the record-breaking Muse launch, most Wall Street analysts tracked by Zacks Investment Research have actually lowered their earnings targets for Meta over the past 60 days, suggesting significant upside potential as revisions are made.
With Meta shares trading at a 25x price-to-earnings ratio and Fibonacci extension analysis pointing to a potential target of $1,000 per share by the end of next year, the convergence of consumer dominance and enterprise expansion could prove to be a defining investment opportunity.
