Meta's Muse Tops Apple's App Store, Surpassing ChatGPT

Key Takeaways

• <ul><li>Meta's Muse AI app overtook ChatGPT as the top free app on Apple's App Store and Google Play Store</li><li>Amazon blocked Muse from accessing Amazon.com citing privacy and security concerns</li><li>Muse secured partnerships with Shopify, PayPal, Instacart, Expedia, Stripe, and Ticketmaster</li><li>Muse recorded 2.8 million downloads within two weeks of its September 8 launch</li><li>Meta faces an $18 billion lawsuit settlement and new EU rules on teen social media use</li><li>German court ruled Google liable for false information from its AI Overview feature</li><li>Alphabet reported Q4 revenue of $53.8 billion but net income fell 2 percent</li><li>OVHcloud CEO says EU AI gigafactory funding proposals are too small by most of the needed amount</li><li>SERHANT. launched S.MPLE 2.0 AI platform with conversational assistant called Dot</li><li>CaoCao partnered with Qwen AI Glasses for a smart ride-hailing system</li></ul>

Meta's Muse AI app becomes top free app amid backlash

Meta's new Muse AI agent app has become the top free app on Apple's App Store, surpassing ChatGPT. The app uses Meta's Muse Spark AI model to book appointments, shop, and organize calendars for users. Amazon has blocked Muse from shopping on Amazon.com, citing privacy and security concerns. The app represents Meta's first major consumer push into AI agent technology.

Meta's Muse AI agent partners with Shopify, PayPal, Instacart and Expedia

Meta's personal AI agent Muse has announced partnerships with Shopify, PayPal, Instacart, and Expedia. These integrations allow Muse to handle real purchases and bookings for shopping, groceries, and travel. The partnerships mark Meta's first major step in creating a connector platform for third-party services. This comes days after Amazon blocked Muse from accessing Amazon.com.

Meta to unveil new AI products at Connect conference

Meta is set to announce new AI products at its annual Connect conference in Menlo Park. CEO Mark Zuckerberg will deliver a keynote address. The company recently launched Muse, its first agentic app for consumers, which can perform tasks like booking appointments and signing up for services. Amazon blocked Muse this week while other businesses like Instacart and Shopify announced partnerships.

Meta's Muse sparks market fears and opportunities

Meta's Muse AI agent overtook ChatGPT as the top free app on Apple's App Store and Google Play Store. The app recorded 2.8 million downloads within two weeks of launch. Investors worry Muse could weaken customer loyalty by helping consumers find cheaper alternatives. Meta shares rose nearly 13% this week with revenue estimates reaching $28.5 billion by fiscal 2030.

Can Muse solve Meta's AI challenges

Meta's Muse AI agent launched September 8 and quickly topped App Store charts with over 2.5 million downloads. Amazon blocked Muse while PayPal, Shopify, Stripe, and Ticketmaster agreed to partnerships. Meta delayed the launch from April to address security concerns about sensitive data access. Muse is free with paid tiers at $20 and $100 per month, but only about 3% of households currently pay for any AI service.

Meta launches AI app Muse amid privacy lawsuits

Meta is preparing to show new AI products at its Connect conference in Menlo Park on September 23. CEO Mark Zuckerberg will speak about the future of artificial intelligence. The company recently launched Muse, an app that uses AI to help users sign up for services and make calls. However, this technology has raised privacy concerns and led to a lawsuit settlement where Meta agreed to pay up to $18 billion in fines. The company also faces new rules limiting social media use for teenagers in many countries.

Rambus stock could be 29 percent undervalued

Rambus shares have dropped recently after the company was removed from a major semiconductor index. Analysts believe the stock is undervalued with a fair price of $149 compared to the current trading price of $105.24. The company recently partnered with M31 Technology and updated its CryptoManager security platform. Future growth may come from new MRDIMM technology expected to launch in the second half of 2026. Investors should watch for potential delays in these new interface technologies.

Estee Lauder stock undervalued after AI deal

Estée Lauder Companies announced a partnership with Profound, an AI marketing platform that tracks brand presence on generative AI assistants. The stock recently gained 4.1 percent in one day but remains down 6.1 percent for the year. Analysts estimate a fair value of $107.04 while the current price is $100.29. The company is also improving its profits through a new operating model that increased margins significantly. Despite this progress, the stock price could fall if travel retail sales weaken or if governance issues continue.

KKR launches finance platform and Goldman invests in security

KKR is backing a new equipment finance platform called Akrapoint to help businesses buy machinery. At the same time, Goldman Sachs invested $400 million in Cyera, a company that provides data and AI security. These deals are part of a larger day of private equity activity in sectors like healthcare and renewable energy. The investments highlight growing interest in both financing tools and protecting digital information.

German court rules Google liable for AI errors

A court in Germany ordered Google to answer for false information provided by its AI Overview feature. The court rejected Google's argument that users should verify facts themselves before trusting the AI. This ruling suggests that companies creating AI content cannot hide behind the same legal protections as those just hosting links. The decision is a preliminary step that Google plans to appeal to a higher court. This case marks a shift in how European laws treat companies that generate their own content versus those that simply display it.

CaoCao and Qwen AI Glasses partner for smart ride-hailing

CaoCao partnered with Qwen AI Glasses to create a smart ride-hailing system. Users wear the glasses, state their destination, and the Qwen model handles matching and route planning. CaoCao then provides the mobility service. The system uses a two-layer architecture with MCP and Skill to let both sides update independently. Visual cards in the glasses show pickup and trip details in real time.

Alphabet Q4 earnings mixed as stock stays flat

Alphabet reported Q4 revenue of $53.8 billion, up 7 percent year over year, and operating income of $14.8 billion, also up 7 percent. However, net income fell 2 percent due to a $1.1 billion rise in operating expenses, mainly research and development. Despite beating some expectations, the stock price did not rise. The article predicts Alphabet could reach $600 per share in 2027 based on current trends.

OVHcloud CEO says EU AI gigafactory funding too small

OVHcloud CEO Octave Klaba said European AI gigafactories need 300 million to 400 million euros in annual revenue to break even. He called a proposed 200-million-euro public commitment over five years too small, since it equals only about 40 million euros per year. That covers just 10 to 15 percent of the required turnover. He argued that national-level strategies are not enough and Europe needs a wider, pan-European approach.

SERHANT. launches S.MPLE 2.0 AI platform with Dot

SERHANT. released S.MPLE 2.0, an upgraded AI platform designed to coordinate entire real estate workflows from one instruction. The new version introduces Dot, a conversational assistant that manages multiple specialized AI agents. Since its original launch, S.MPLE has handled over 54,000 requests and served more than 2,000 agents. The rollout to SERHANT. agents begins in early October and will expand through the fourth quarter.

AI training bundle offers 25 hours of lessons for $16

A deal offers more than 25 hours of practical AI training covering ChatGPT, Gemini, Copilot, Perplexity, DeepSeek, and Tabnine. The bundle includes over 180 lectures with lifetime access and future updates. It is available for $16, which is 59 percent off the original price.

Study finds recipe search limits in AI math models

Researchers tested how AI models find the best answers for competition math problems. They ran 761 fine-tuning tests on 12 different models ranging from 0.5 billion to 14 billion parameters. The study found that searching every possible order of skills does not always lead to better results. A key factor called coherence showed that mixing different writing conventions in the data made a huge difference compared to using just one convention. The results were consistent across different model families and repeated tests. A public scorecard confirmed that 18 out of 26 pre-registered claims were supported by the data.

Sources

• Meta’s Muse AI is exploding in popularity—and already drawing heated backlash from another tech giant
• Meta’s AI Agent Muse Announces Tie Ups With Shopify, PayPal Instacart And Expedia
• Meta set to unveil new AI products at Connect as Zuckerberg doubles down on agentic tech
• Meta's Muse rekindles fears over winners and losers as personal AI agent emerges
• Is Muse Really the Answer to Meta’s AI Woes?
• Meta prepares AI products amid privacy concerns
• Rambus (RMBS) Could Be 29% Undervalued Following New AI And Security Partnerships
• Estée Lauder Companies (EL) Could Be 6% Undervalued On AI Partnership News
• KKR to launch equipment finance platform, Goldman invests $400m in data/AI security
• AI Overviews and the Limits of the Search Safe Harbor
• CaoCao Partners with Qwen AI Glasses, Further Expanding Its On-Device AI Hardware Ecosystem
• Prediction: The Cheapest Mega Cap in the AI Trade, Alphabet Could Hit $600 in 2027
• OVHcloud CEO: EU Commitment Too Small for AI Gigafactory Investment
• SERHANT. upgrades S.MPLE AI platform with Dot assistant
• Take Advantage of More Than 25 Hours of Practical AI Training for 59% Off
• The Free-Recipe Limit: Every Recipe Effect Measures Which Premise of an Idealised Learner Broke