Meta 的 AI 伴侣应用 Muse 现已成为仅有的十几款在上市首 40 天内美国下载量突破 1000 万次的移动应用之一。市场情报提供商 Sensor Tower 的最新数据显示，自 9 月首发以来，Muse 累计下载量达 1090 万次，其中 1020 万次来自美国。
Meta’s AI companion, Muse, is now one of only a dozen mobile apps to have reached 10 million U.S. downloads in its first 40 days on the market. According to new data from market intelligence provider Sensor Tower, Muse has seen 10.9 million downloads since its September debut, 10.2 million of which were in the United States.
Sensor Tower 高级洞察分析师 Kara Lee 表示，迄今为止仅有另外 11 款应用达到过这种上市后的里程碑。最近的一款是 Meta 的 Threads，于 2023 年 7 月达成。
Only 11 other apps to date have reached this type of post-launch milestone, said Sensor Tower’s Senior Insights Analyst Kara Lee. The most recent of these was Meta’s Threads, back in July 2023.
Lee 指出，达到这种规模的其他应用主要是手机游戏，如《堡垒之夜》（Fortnite）、《PUBG Mobile》、《Pokémon GO》等。除了 Threads，Disney+ 是唯一另一款进入这个“专属俱乐部”的非游戏应用。
Other apps that saw this kind of scale were largely mobile games, Lee noted, like Fortnite, PUBG Mobile, Pokémon GO, and others. Besides Threads, Disney+ was the only other non-game app to make it into the exclusive club.
Meta 的成功得益于其通过旗下其他服务推广新应用、实现规模化扩张的能力，Threads 和 Muse 都是如此。Threads 构建于 Instagram 的社交图谱之上，其内容已整合进 Facebook 和 Instagram。然而，Muse 不仅受益于 Meta 利用其全家桶应用（目前拥有 36 亿日活跃用户）推广该 AI 智能体的能力；公司还在大力投入广告以吸引新用户使用 Muse。
Meta’s success is tied to the company’s ability to scale its new apps by marketing them across its other services, which it has done with both Threads and Muse. Threads was built on top of Instagram’s social graph, and its content has been integrated into both Facebook and Instagram. However, Muse isn’t only benefiting from Meta’s ability to market the AI agent across its family of apps, which today includes 3.6 billion daily active users; the company is also heavily investing in advertising to drive new users to Muse.
根据 Sensor Tower 数据，Meta 在 10 月将其总广告支出的 39% 用于推广 Muse，高于上个月的 23%。此外，按广告展示量计算，Muse 本月已跃升为美国第 21 大品牌，9 月时排名第 73 位。
Per Sensor Tower’s data, Meta has allocated 39% of its total advertising spend to market Muse in October, up from 23% last month. In addition, Muse now ranks as the 21st largest brand in the U.S. by advertising impressions this month, up from 73rd in September.
尽管如此，推广应用与在初期新鲜感褪去后留住用户是两码事。在这方面，Muse 的留存率优于 ChatGPT、Claude 和 Grok 等 AI 竞品。
Still, marketing an app and retaining users after the initial shine wears off are two different things. In this case, Muse is seeing better retention rates than its AI competitors like ChatGPT, Claude, and Grok.
在美国，该应用 7 日留存率为 30%，14 日留存率为 23%。相比之下，竞品平均 7 日留存率为 19%，14 日留存率为 16%，据该机构数据显示。
In the U.S., the app had a 30% retention rate after 7 days and a 23% retention rate after 14 days. By comparison, its rivals saw an average of a 19% 7-day retention rate and a 16% 14-day retention rate, according to the firm’s data.
Muse 还创下了另一个展现其与 AI 应用积极互动的里程碑。其日活跃用户数于 10 月 16 日首次达到 250 万，环比增长 15%。
Muse also hit another milestone that demonstrates active engagement with the AI app. Its daily active users reached 2.5 million for the first time on October 16, a 15% week-over-week increase.
Meta 最新推出的 AI 应用能够代表用户完成多种任务，自推出以来即取得突破性成功。该应用登上 App Store 榜首，并且在某个时点甚至超越了 ChatGPT 推出后的部分指标。其最新里程碑显示，该应用再次战胜竞争对手——ChatGPT 在上线后的前 40 天内实现了 370 万次美国下载量。相比之下，Grok 和 Claude 在首个 40 天内的美国下载量分别仅为 50 万和 20 万。
Meta’s latest AI app, which can handle various tasks on users’ behalf, has seen breakout success since its debut. It shot up to No. 1 on the App Store, and, at one point, even outpaced some of the metrics ChatGPT saw following its launch. Its latest milestone sees it topping its rivals again, as ChatGPT saw 3.7 million U.S. downloads in its first 40 days on the market. Grok and Claude saw only 500,000 and 200,000 U.S. downloads, respectively, in their first 40 days.
在全球范围内，ChatGPT 的下载量超过 Muse，达到约 1500 万次下载量（首个 40 天）。但这并非公平比较，因为 ChatGPT 受益于更广泛的覆盖面。Muse 目前仅在美国和加拿大提供服务，而 ChatGPT 的应用则吸引了日本、巴西和德国等市场的关注。（例如，日本在其首个 40 天内贡献了全球安装量的 25%。）自推出以来，Muse 除了 10 月 19 日被流媒体应用 Kick 短暂超过外，一直保持美国 App Store 榜首。截至周二，Muse 已重新夺回榜首，同时也在过去 30 天内一直位列 Google Play 榜首。
Globally, ChatGPT beat out Muse, having scaled to around 15 million global downloads in its first 40 days. But this isn’t a fair comparison, as ChatGPT benefited from a wider reach. Muse is only available in the U.S. and Canada for now, while ChatGPT’s app attracted attention from markets like Japan, Brazil, and Germany, too. (Japan, for instance, accounted for 25% of its global installs during its first 40 days.) Since launching, Muse has retained its No. 1 rank on the U.S. App Store for all days except October 19, when streaming app Kick briefly beat it out. It has since reclaimed the top spot as of Tuesday. Muse has also been No. 1 on Google Play over the past 30 days.