Analysts estimate 10M paying Meta Muse users could mean $2.4B a year

Meta has spent years giving things away for free. Now it wants you to pay $20 a month for a personal AI that books your dinner reservations and fills out your forms while you go do something else. That pivot from free-everything to subscription AI is what has Wall Street talking. Goldman Sachs issued a note on September 13 reiterating a Buy rating on Meta stock, setting a price target of $725. At the time, Meta shares were trading around $648, putting Goldman’s target at roughly 12% upside. What Muse actually does Meta launched Muse on September 8, 2026, making it available across iOS, Android, the web, and WhatsApp. The product runs on the Muse Spark 1.3 model and is designed to operate as a proactive AI agent rather than a reactive chatbot. Muse is built to go out and do things: browse websites, submit forms, complete purchases, and coordinate tasks inside a secure virtual environment without you lifting a finger. The pricing follows a freemium structure. There is a free tier offering 100 million tokens per week, a Power plan at $20 per month covering 500 million tokens, and a Maximum plan at $100 per month for 3 billion tokens. Meta AI chief Alexandr Wang has signaled that most ...