Polymarket relays Zuckerberg saying shopping is the most common use of Meta's Muse agent, with over a quarter of users shopping and average purchases above $200
JUST IN: Zuck reveals shopping has become the biggest use case for Meta's Muse AI, with over 25% of users shopping through the agent & average purchase exceeding $200.
Context
If agents become a main way people buy things, Meta could take a large share of online commerce, which is why its Muse figures matter.
This is Polymarket's secondhand summary of Mark Zuckerberg's remarks on Meta's third quarter earnings call on October 21; no first hand Meta post was found, so the transcript is linked. Muse is Meta's personal AI agent app, launched about six weeks earlier.
Deep dive
On October 21, Polymarket posted that Zuckerberg revealed shopping has become the biggest use case for Meta's Muse AI, with over 25% of users shopping through the agent and average purchases exceeding $200.
The earnings call transcript published by Fortune supports the core claim. Zuckerberg said the most common use case for Muse is shopping, with more than a quarter of people who are using Muse engaging in it, at an average purchase size of over $200. He said Plaid told Meta it had not seen activity like this through its connector on any other service, and that in the first week Meta had to work with Stripe to raise credit limits because volumes were higher than expected.
He also said more than 10 million people in the US and Canada set up Muse agents in a month and a half, and that about 25% of them use it on any given day. Meta's finance chief said the top three categories are shopping, personal productivity and creativity, with shopping used by over 25% of weekly Muse users. Polymarket's wording that 25% of users shop through the agent compresses these figures; Meta did not say how purchases are counted.
What to expect next
Watch how Meta turns Muse commerce into revenue, since Zuckerberg said it would move to monetize the agent sooner than usual. Retailers and payment firms such as Stripe and Plaid may share more data on agent purchases. Also watch whether rival agents from OpenAI and Google report similar shopping use, and whether regulators look at agents spending money for users.