Meta首席执行官马克·扎克伯格表示，Muse的购买量“远超我们任何人的预期”。Meta不得不请求Stripe提高信用额度。他在周三Meta的第三季度财报电话会议上发表了上述言论。自9月8日推出以来，美国和加拿大已有超过1000万人设置了该AI代理。
Purchase volumes on Muse came in “above what any of us expected”, Mark Zuckerberg said. Meta had to ask Stripe to raise its credit limits. He spoke on Meta’s third-quarter earnings call on Wednesday. More than 10 million people in the US and Canada have set up the AI agent since its 8 September launch.
扎克伯格表示，这一数字是Threads起步时的两倍多。设置了Muse的人中，约四分之一在任何一天都会使用它。《The Information》当时报道称，Muse在最初几周内周活跃用户已超过300万。购物排第一 购物是最常见的用途，且购买金额不小。
Zuckerberg said that is more than twice the level Threads started at. About a quarter of people who have set up Muse use it on any given day. Muse passed 3 million weekly users in its first weeks, The Information reported at the time. Shopping comes first Shopping is the most common use, and the purchases are not small.
扎克伯格表示：“Muse最常见的用例是购物，超过四分之一的Muse用户从事这一活动，平均购买金额超过200美元。”
“The most common use case for Muse is shopping, with more than a quarter of people who are using Muse engaging in this with an average purchase size of over $200,” Zuckerberg said.
他说：“由于交易量远超我们任何人的预期，我们不得不与Stripe合作提高信用额度。”
“We had to work with Stripe to raise credit limits since the volumes were above what any of us expected,” Zuckerberg said.
据《财富》杂志报道，Stripe拒绝置评。Muse还通过Plaid连接银行账户，后者也经历了同样的激增。
Stripe declined to comment, Fortune reported. Muse also connects to bank accounts through Plaid, which saw the same rush.
扎克伯格表示：“Plaid告诉我们，他们在其他任何服务上都没见过其连接器出现这种活跃度。”
“Plaid told us that they hadn’t seen activity like they’re seeing with their connector on any other service before,” Zuckerberg said.
第二常见的用途是个人生产力，例如将Muse连接到电子邮件和日历。扎克伯格称，即将推出的“Muse Confidential VM”将阻止甚至Meta也无法查看用户内容。
The next most common use is personal productivity, such as linking Muse to email and calendars. Zuckerberg said a coming “Muse Confidential VM” would stop even Meta from seeing users’ content.
并非所有企业都希望Muse出现在其网站上。《华尔街日报》报道称，亚马逊已屏蔽该代理，数十个网站也屏蔽了它。嘉信理财和摩根大通同样限制外部AI代理。扎克伯格对分析师表示：“并非所有人都想做早期采用者。”
Not every business wants Muse on its site. Amazon has blocked the agent, and dozens of websites block it, The Wall Street Journal reported. Schwab and JPMorgan limit outside AI agents too. “Not everyone wants to be an early adopter,” Zuckerberg told analysts.
尚未盈利 运行Muse成本高昂。Meta将其仅限于美国和加拿大，部分原因就是这个。
Not profitable yet Muse costs a lot to run. Meta has kept it to the US and Canada partly for that reason.
扎克伯格表示：“短期内，运行Muse需要大量算力，但我们预计明年能将其成本效率提升10倍以上，这将使其在收入规模达到一定水平后实现盈利。”
“In the near term, Muse is very compute-intensive to run, but we expect to improve its cost efficiency by more than 10x in the next year, which will enable it to be profitable once the revenue lines are at scale,” Zuckerberg said.
Meta正在构建足够的算力，以便在未来几年内为超过10亿Muse用户提供服务，他补充道。首席财务官苏珊·李拒绝透露成本结构的细节。她表示，Meta正在考虑利用闲置的非高峰时段算力，并构建更高效的模型。
Meta is building enough computing capacity to serve more than a billion Muse users over the next few years, he added. Chief financial officer Susan Li declined to give details of the cost structure. She said Meta is looking at using spare off-peak capacity and building more efficient models.
Meta的业绩补充了更宏大的图景。Meta超级智能实验室是Muse背后的部门。
Meta’s results add the wider picture. Meta Superintelligence Labs is the unit behind Muse.
李在业绩中表示：“虽然这些投资产生回报所需的时间将比核心业务的投资更长，但变现机会的广度和内部效率的提升让我们对其长期潜力充满信心。”
“While these investments will take longer to generate returns than those in our core business, the breadth of monetization opportunities and internal efficiencies gives us confidence in their long-term potential,” Li said in the results.
Meta预计今年将在资本项目上支出1350亿至1450亿美元。其本季度自由现金流为负21.2亿美元。
Meta expects to spend $135bn to $145bn on capital projects this year. Its free cash flow was negative $2.12bn in the quarter.
Meta如何计划通过Muse赚钱 扎克伯格表示，Muse将对大多数人保持免费。Meta希望对企业收取费用，即在智能体帮助完成的购买中抽成。重度用户和想要使用最先进模型的用户将付费。《华尔街日报》报道，Muse订阅费为每月20美元和100美元。扎克伯格表示：“我们将比以往的常规策略更早着手变现。”
How Meta plans to make money Muse will stay free for most people, Zuckerberg said. Meta wants to take a fee, paid by businesses, on purchases the agent helps complete. Heavy users and those who want the most advanced models will pay. Muse subscriptions cost $20 and $100 a month, the Journal reported. “We are going to work on monetization somewhat sooner on this than our normal playbook,” Zuckerberg said.
他预计，每位Muse用户带来的收入将超过Meta从其应用程序的每位美国用户身上获得的“每年几百美元”。
He expects revenue per Muse user to beat the “several hundreds of dollars annually” Meta makes from each US user of its apps.
李指出，小企业是另一个市场。她表示，约有5亿家小企业使用Meta的应用程序。Meta已经将Muse与Shopify连接，供小型卖家使用。
Li pointed to small businesses as another market. About 500 million of them use Meta’s apps, she said. Meta has already linked Muse to Shopify for small sellers.
扎克伯格还希望建立一个“Muse网络”，在该网络中，用户的智能体可与朋友和家人的智能体以及企业自身的智能体协同工作。Muse将于下月登陆Meta的智能眼镜，而Muse Charm这一口袋设备即将发货。
Zuckerberg also wants a “Muse network”, in which users’ agents work with friends’ and families’ agents and with businesses’ own agents. Muse arrives on Meta’s smart glasses next month, and Muse Charm, a pocket device, is about to ship.
信任问题 Muse通过接入用户的电子邮件、日历和账户来工作。本周，Meta修复了Muse分享链接的漏洞，该漏洞曾让任何人都能找到用户的贷款文件和收入数据。
The trust question Muse works by reaching into users’ email, calendars and accounts. This week, Meta fixed Muse share links that had let anyone find users’ loan files and revenue data.
Forrester 首席分析师凯特·维尼克对《商业内幕》表示：“Muse 掌握的信息越多，效果就越好，但总体上对 Meta 的信任度仍然很低。”
“The more information Muse has, the more effective it can be, and overall trust in Meta remains low,” Forrester principal analyst Kate Winick told Business Insider.
彭博社报道，Meta 股价周三盘后上涨逾 6%，周四则下跌约 7%。
Meta’s shares rose more than 6% after hours on Wednesday, then fell about 7% on Thursday, Bloomberg reported.