Elad Natanson

this is best early data we have on where agentic commerce goes from here muse at 11m downloads + 2.7m DAU in ~6 weeks 8 takeaways here: 1/ pace today is ~262k downloads/day + ~64k net DAU/day in US+Canada only. hold that = ~50m downloads by ~mar 2027, ~100m by ~sep 2027 2/ 50m downloads at 24% daily = ~12m DAU = ~24m WAU. 25% shopping x $200 x 52 = ~$62b/yr. that's already ~5% of US ecom..! 3/ 100m downloads = ~24m DAU = ~48m WAU = ~$125b/yr. ~9% of US ecom. from only 2 countries 4/ japan went #1 day 1 this week. japan ecom is ~$200b+. same 25% shopping behavior at even half US pace adds ~$15-30b annualized fast 5/ stack UK, germany, brazil next (meta's usual top markets) and global WAU passes US WAU by late 2027. global GMV 3-5x US GMV at same basket 6/ at 200m global WAU = 50m weekly shoppers = ~$520b/yr. ~9% of ~$6t global ecom. 500m WAU = ~$1.3t. walmart scale through agents 7/ frequency is the kicker. $200+ today = travel + considered at 1x/wk. add grocery + replenishment at 2x/wk and GMV doubles with zero new users 8/ remember, this is from 1 personal agent (muse). add instinct, grok bot, dots, etc and that's the single biggest new commerce channel we've seen since the internet how you show up and get recommended by these personal agents becomes the table stakes for every single business

15 muse takeaways from Meta's q3 call today: 1/ 10m+ muse setups in US/CA in 1.5 month 2/ shopping is the #1 use case, 25%+ of weekly actives 3/ average purchase size is $200+ 4/ week 1 volumes were so high they had to raise credit limits with stripe 5/ plaid said they had not seen connector activity like this on any other service 6/ zuck expects muse ARPU to beat family of apps over time because of commerce, that base is several hundred dollars per US user per year 7/ business model is free for people, commerce fee paid by businesses, plus subs for power users and business owners 8/ previewed personal agent protocol with walmart, shopify, stripe, sierra. consumer agent to business agent, with controls on both sides 9/ zuck on friction: businesses are overwhelmingly excited so far. expects uneven adoption, many flows stay AI assisted before fully autonomous 10/ next most used connectors after shopping are email and calendar. productivity is the 2nd wallet to win 11/ about 25% use muse daily, retention gets better the longer they use it. 2x+ threads start 12/ #1 in the App Store almost every day, wonder model lifts engagement further 13/ trust layer is secure VM now, confidential VM next where even meta cannot see content 14/ business side already live: assistant plugs into shopify, quickbooks, meta ad accounts, drafts campaigns and replies. vermont maple brand got 57%+ purchases and 36% lower CPA from longer copy it suggested 15/ scale plan is serve over a billion people, cut compute cost 10x in a year. stated endgame is billions of muses transacting get ready for the biggest transformation in marketing's history folks

Meta's AI companion Muse has surpassed 10 million U.S. downloads in its first 40 days, joining an exclusive group of apps that includes Threads. New data also shows Muse is retaining users at higher rates than its AI rivals. spr.ly/6018BHpdF0

Cheeky Pint is back! Mark Zuckerberg @finkd and Alexandr Wang @alexandr_wang came to the pub to discuss their new frontier model, Muse Wonder. 00:00:24 Muse’s breakout use cases 00:07:28 The model is the product 00:14:35 Muse Wonder 00:24:56 How frontier models are built 00:48:26 Betting $100B 01:07:21 Agentic commerce 01:19:34 OpenRouter 01:20:06 Beyond the smartphone 01:27:00 Funding 01:34:06 Why AI won’t be winner-take-all 01:40:46 Meta Superintelligence Labs (MSL) 02:08:11 Working for Mark Zuckerberg

Instinct should be simple. You shouldn’t have to work around someone else’s app or website to get something done. The interface should be built for you, every time. Today we’re rolling out a new hotel experience, built on exactly that idea. Tell Instinct where you’re going and what you care about, and it builds a hotel guide around your taste. Once you pick a room, Instinct books it for you. Every guide is different. If location matters, you’ll get a map of the city with the closest hotels to where you need to be. If cost matters, the cheapest rooms are front and center. If it’s a big family trip, you’ll see places with a big pool and enough space to keep the kids and grandma all happy.

Amazon banning agents is the first opportunity I've seen since Amazon was founded for a startup to create an Amazon competitor. People will want agents to buy stuff for them. It will be one of the main use cases. And they won't want to use some Amazon-supplied agent to do it.

You may be old, but are you this old?

Make a subscription product for movie theater and watch them be packed 7 days a week