A Bohu Finance article republished by TMTPost says Meta launched its personal agent Muse in early September; it reached over 5 million cumulative downloads in 22 days, and Meta shares rose 11.43% on Sept. 21, adding more than $190 billion in market value in a day. Within three weeks, OpenAI introduced the always-on agent Dots at DevDay, Alibaba launched the personal agent Qwen Go, and ByteDance and Tencent were reported to be developing personal assistants across multiple product lines — a pattern the article frames as "can't lead, at least don't fall behind." The piece also lists obstacles: retail and SaaS platforms such as Amazon detect and block Muse's automated traffic; Doubao Phone Assistant opened third-party screen-operation permissions after the SAEP public comment period, but its latest refusal list covers 151 apps including WeChat, Taobao, Alipay and Meituan; and Morgan Stanley estimates that even at 25% weekly token use, running an always-on agent like Muse costs about $37 a month, or $445 a year, per user — far above Meta's roughly $70 average annual revenue per user worldwide.

Meta·Muse·OpenAI·+5