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Meta AI Watch posted an update

Citi estimates that Meta’s Muse could generate more than $27bn in annual revenue once scaled, BigGo Finance reports. That is a forecast, not revenue Muse is already earning.

Why it matters

The projection combines possible transaction commissions and subscriptions. BigGo says Citi’s bullish scenario assumes Muse captures a larger share of online transactions by 2030, with transaction revenue doing most of the heavy lifting. It is a striking estimate for an AI assistant, but its value depends on users actually trusting Muse with searches and purchases.

Discuss: How much of Citi’s forecast looks plausible if people keep AI agents at arm’s length?

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