Mark Zuckerberg · AI Agent · India · Meta · Wall Street · Wired · Wired
In India, the delivery app giant Eternal estimated agentic commerce as “close to zero
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The comments leave questions about where users of Muse, Instinct, and other popular AI agents are spending their money.
Key facts
- Meta CEO Mark Zuckerberg said on his company’s earnings call this month that more than 10 million people in the US and Canada had activated Muse
- Yet on the earnings calls and in conversations with WIRED, executives across roughly 50 companies—spanning travel, internet providers, food, and self-storage—shrugged off immediate disruption
- Meta declined to comment beyond the earnings call remarks, but pointed to partnerships with 10 retailers including Walmart, Best Buy, and Gap to simplify shopping with Muse
- Wall Street fears that proactive shopping assistants like Muse will erode brand loyalty, ignite price wars, and squeeze corporate profits
Summary
Meta’s Muse was among the hottest topics on corporate earnings calls in recent weeks. Wall Street fears that proactive shopping assistants like Muse will erode brand loyalty, ignite price wars, and squeeze corporate profits. Food delivery app DoorDash described the number of orders from Muse and other agents as in the “hundreds.” T-Mobile remarked, “We haven’t seen anything of significance” from agents. While financial experts have suspected that users may ask Muse to dump unused subscriptions and memberships, fitness chain Life Time Group said it has “seen zero” cancellations from agents.