星球日报|Sep 29, 2026 12:44
[Deutsche Bank: Muse Opens AI Consumer Gateway, Revenue Could Exceed $36 Billion by 2030]
Odaily Planet Daily reports that Muse has surpassed 3 million installations in the U.S. within 16 days of launch, with its early growth rate significantly outpacing other mainstream AI applications. Deutsche Bank believes that Muse's long-term monetization focus may shift from subscriptions to transaction commissions, payments, and advertising. In an optimistic scenario, revenue could exceed $36 billion by 2030. High inference costs remain a challenge for scaling, but wearable devices and enterprise intelligent agents are expected to further expand Muse's use cases. Deutsche Bank maintains a 'Buy' rating for Meta and raises its target price from $750 to $820. (Sina Finance)
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