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Meta's new personal AI assistant, Muse, succeeds where competitors have failed by combining solid underlying models with thoughtful product design—a persistent avatar interface, smart suggestions, and deep integrations with your existing apps and data. The real advantage lies in Meta's ability to build and monetize an AI-powered feed using the same algorithmic expertise that powers their social platforms.
- Muse solves the "blank page" problem that kills most AI assistants through an Ideas tab that suggests tasks based on your connected services and chat history, plus a separate Feed showing timely information from your calendar, email, and interests.
- The product prioritizes security by sandboxing user data on individual cloud instances and keeping passwords away from Meta's systems, which the author credits as essential to making people comfortable connecting sensitive personal information.
- Meta's existing dominance in feed algorithms and massive ad infrastructure positions them to turn Muse's information feed into a highly targeted advertising platform—their real path to profitability.
OpenAI’s ChatGPT, with 1.1 billion monthly users, saw its global market share drop to 46.4% in May as Google’s Gemini and Anthropic’s Claude gained ground. Sensor Tower data shows installs and spending on AI apps are up, but growth is slowing and users are switching assistants more often, driven by features, pricing and brand trust.
- ChatGPT's market share dropped from 50%+ in January to 46.4% by May as Gemini (27.7%) and Claude (10.3%) gained ground
- A spike in ChatGPT uninstalls after OpenAI's February defense deal suggests brand trust/values now drive user churn as much as features do
- AI app spending grew to $4.2 billion in H1 2026 (from $1.83 billion in H1 2025), but growth is slowing and Asia saw a 3.3% download decline in Q1
- ChatGPT's shopping referral links are boosting traffic to Target and Costco while Amazon blocks its crawlers, and Walmart's Spark assistant is closing in on Amazon's Rufus