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Meta Muse AI model launch and competition 2026

One page that accretes the verified record as the story develops. Every fact keeps its date and its sources.

45 DAYS
268 FACTS
19 EVENTS
19 SOURCES
FIRST ENTRY SEP 23
NOV 06 · Day 45

Meta introduces Spaces for Muse agent collaboration

Meta says connected apps keep spaces updated in the background without users having to ask.

During Meta's earnings call in October, Zuckerberg said Muse agents had 10 million users in the U.S. and Canada.

Mark Zuckerberg posted about Spaces on X on Friday.

NOV 05 · Day 44

Meta launches Muse AI avatar video chat for US users

The Muse avatar is nicknamed Jolly.

The rollout was announced via blog post and on X by Meta's chief AI officer, Alexandr Wang.

Meta says real-time conversations are supported on mobile, web, and Mac and will later come to its AI Glasses and the upcoming Muse Charm hardware device.

NOV 03 · Day 42

Meta seeks to raise up to $25 billion in debt sale as AI spending jumps

Final pricing for the bond sale should come Tuesday afternoon.

Meta's stock rose 2.7% on Tuesday.

Meta intends to first raise $35 billion in underwritten public equity offerings and an additional $60 billion through an at-the-market program.

NOV 01 · Day 40

JPMorgan and Amazon strategy against AI bots like Meta Muse

Joseph Chalom is CEO of SharpLink, one of the largest corporate holders of the cryptocurrency ether, and a former BlackRock executive.

A Billions Network and AmanTrue audit of 51 large U.S. retailers found only 11 have taken a deliberate position on AI agents.

Sen. Mark Warner and Sen. Bernie Sanders have called for bot legislation in response to reports of AI agents going rogue in customer accounts.

“We've seen this movie before … online banking, mobile banking and digital wallets. Customers tend to gravitate toward experiences that reduce friction and save time. The institutions that win are usually the ones that find a way to participate safely rather than resist the change,”
MICHAEL ABBOTT verbatim
OCT 26 · Day 34

Meta announces $95 billion stock offering to fund AI expansion

Nvidia, AMD and Broadcom were interested in purchasing up to $5 billion in Meta shares, according to Meta.

Meta is building four "superclusters" with more than one gigawatt of capacity each.

Meta will raise an additional $60 billion through an at-the-market program.

OCT 22 · Day 30

Meta announces Muse monetization roadmap after strong quarter

Global Average Price Per Ad increased 14% year over year in the quarter.

Muse was launched on September 8.

Zuckerberg said about 25% of Muse users use it on any given day.

OCT 15 · Day 23

Apple and Meta team up to run Muse AI model on Mac computers

Zuckerberg posted on X that Muse Spark Open runs great on new Mac Studios thanks to work with John Ternus and Apple.

Meta bought hundreds of Mac computers for its Superintelligence team earlier this year.

Apple sued OpenAI in July alleging trade secret theft, a claim OpenAI denied.

OCT 12 · Day 20

Meta debuts Muse Wonder AI model

Muse Wonder will be available to coders who pay to access the company's Meta Model API.

Meta has disputed the claim that the Muse agent accessed personal messages without authorization.

The Muse app is free, with subscription plans available for more usage.

OCT 12 · Day 20

Mark Zuckerberg says Meta has reached AI frontier

Meta invested $14.3 billion in Scale AI last year.

OpenAI unveiled a competitor agent tool in response to Muse.

Zuckerberg helped craft the White House's self-regulation protocol.

OCT 07 · Day 15

Meta's Muse assistant tops app charts

Meta CEO Mark Zuckerberg describes Muse as the centerpiece of the company's artificial intelligence strategy.

Meta went on a massive spending spree last year to acquire talent and build a business in AI that could compete with OpenAI and Anthropic.

Meta agreed to an almost $17 billion settlement with a group of states that alleged the company misrepresented the extent of child mental health harms caused by apps like Facebook and Instagram.

OCT 03 · Day 11

Meta announces Muse-infused gadget plans

Suggested Muse Gadgets project ideas include giving Muse a color e-ink display or loading it onto a stick that plugs into a TV's HDMI port.

Meta introduced Muse Gadgets, an open-source project for developers to build hardware that connects to Muse.

Nat Friedman is the head of product at Meta's Superintelligence Labs.

SEP 27 · Day 5

Meta's Muse agent targets profitable weak spots in the economy

Stanford researchers estimated that subscription sellers can roughly double revenue due to consumer inertia and cancellation friction.

Muse can help consumers identify and cancel recurring subscriptions.

Stanford economics professor Neale Mahoney said people are about four times more likely to cancel subscriptions when forced to decide.

SEP 26 · Day 4

Meta's internal effort to develop Muse AI agent into a hit

Zuckerberg said the company held back Muse's launch due to safety and product liability concerns.

Meta says the Watermelon model has already caught up with OpenAI.

Privacy concerns have arisen because Muse requires broad access to users' accounts to function.

SEP 25 · Day 3

Meta opens early access program for new Muse features

Meta teased the launch of a digital avatar for Muse that users will be able to video chat with.

The new features include an expansion of the Muse Mac app to use a user's computer to complete various tasks.

Meta posted a link to a prompt on X that logs a user's interest in joining Meta's early access program when shared with Muse.

SEP 24 · Day 2

Mark Zuckerberg debuts Meta VR glasses and Muse Charm pendant

The Meta VR Glasses are slimmer and lighter than Meta's older Quest-branded VR headsets.

The Muse Charm is a handheld device that works with Meta's recently released Muse AI personal agent.

The Meta VR Glasses are powered by an external puck that houses a Qualcomm processor and battery.

SEP 24 · Day 2

Meta and Amazon standoff over Muse

Meta debuted the Ray-Ban Meta Audio glasses at Connect, which cost $349 and lack cameras.

Meta announced the $1,299 Meta VR Glasses, which will be released in spring 2027.

Amazon sued Perplexity in November, alleging the startup took steps to conceal its AI agents to scrape the retailer's website without its approval.

SEP 24 · Day 2

Meta introduces Muse AI Charms with inter-charm interaction

The Muse Charm includes a fingerprint sensor for interacting with Muse AI.

Sources told Bloomberg that the Muse Charm will likely cost as much as a smartwatch.

The Muse Charm does not require Wi-Fi to interact with Muse AI.

SEP 23 · Day 1

Meta unveils Muse AI agent

Muse is focused on the consumer market.

Muse is designed to fire off emails, help organize schedules, and shop for users.

OpenAI, Anthropic, Google, and Amazon each offer their own AI agents.

SEP 23 · Day 1

Meta's Muse AI model reignites disruption fears in brokerage sector

Shares of Raymond James Financial dropped 3.5% on Tuesday.

Robinhood launched AI agents that can trade and manage portfolios on behalf of users in May.

Patrick Moley wrote that AI and tokenization threaten to dismantle the frictions that legacy financial intermediaries have historically monetized.

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