Citi sees Meta AI assistant Muse generating more than $27 billion in annual revenue by 2030
AI Market Summary
Citigroup's report frames Meta's AI assistant Muse as an emerging consumer "front door to the internet," citing early traction (6.6M downloads, 1.8M daily active users) and a potential >$27B annual revenue stream by 2030, largely transaction-driven. The thesis reinforces Meta's positioning in personal-agent AI versus OpenAI, Google and Anthropic, supporting near-term sentiment around AI monetization and engagement leverage.
Impact level
● Medium
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NCSKMETA2USD/USDT-0.32%
AI Insight · NCSKMETA2USD/USDTAI Insight
▲ Bullish
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Citigroup estimates Meta’s AI assistant Muse could generate more than $27 billion in annual revenue by 2030. The firm projects about $23 billion would come from transaction-related revenue, with roughly $4.5 billion from subscriptions. Muse has surpassed 6.6 million cumulative downloads and reached 1.8 million daily active users as new use cases emerge and Meta steps up awareness efforts.
