Personal agents like Meta's Muse could fuel AI's growth - and challenge Amazon and Apple

Wall Street is framing personal agents as the next AI revenue phase - and as a threat to platform tolls.

What happenedCNBC reports Sensor Tower data showing Meta's Muse reached 9 million US downloads in 36 days (Claude took 670), Citi's US$27B Muse revenue estimate, Amazon blocking shopping agents - and analyst Craig Moffett's attributed view that agents routed through text messages, as Instinct is, leave Apple no way to monetize the interaction.

Why it mattersA top business outlet presents the no-app, messaging-native design as a structural answer to app-store fees. The same piece reports a security finding about Muse's shared pages (found by Claroc; Meta paused the feature) - that finding concerns Muse, not Instinct.