An investor shares Deutsche Bank charts showing Meta's Muse app far ahead of ChatGPT's early pace in US downloads and daily users
Deutsche Bank: Muse remains significantly ahead ChatGPT in terms of downloads and DAUs through 36 days since launch. $META
Context
Early usage is one of the few public signals of whether Meta's push into consumer AI is working against ChatGPT.
This is a secondhand post from Pablo Marti, a tech investor, sharing charts he attributes to Deutsche Bank, and the full research note is not public. The charts compare each app's first 36 days in the US, not their current usage.
Deep dive
On October 19, Pablo Marti posted: Deutsche Bank: Muse remains significantly ahead ChatGPT in terms of downloads and DAUs through 36 days since launch, tagging Meta's stock ticker.
The two charts are labeled US only and measured in thousands. One shows daily active users after launch, with Muse climbing to roughly 2.3 million by day 36 while ChatGPT, Sora, Gemini and Perplexity stay below about 400,000 at the same point after their own launches. The other shows cumulative downloads, with Muse at roughly 9 million by day 36, ahead of Sora at about 4.5 million and ChatGPT at about 3.4 million.
Meta's chief AI officer Alexandr Wang quoted the post, writing that this is what we in the business call framemogging, a slang boast. TechCrunch reported in September, using Apptopia data, that Muse was outpacing ChatGPT's early mobile launch.
The comparison has limits. ChatGPT's app launched in 2023 into a much smaller market for AI apps, while Muse benefits from Meta's existing apps and users, so matching launch days does not compare the products as they are today. The note's methods are not public.
What to expect next
Watch whether Muse keeps its daily users after the launch period, since some outside trackers have reported slowing downloads. Meta's next earnings call may give official usage numbers, which would be more reliable than bank estimates. Also watch whether ChatGPT and Gemini respond with features aimed at the same consumers, and whether Deutsche Bank's full note becomes public so its methods can be checked.