Meta's Q3 earnings call widens the Muse push — shopping, business tools, smart glasses, a 10-million setup claim
From the AI digest for 2026-10-22
What happened: Coverage published Wednesday, October 22 (Medianama, ~4:00 AM ET) reports that on Meta's Q3 FY26 earnings call the company laid out an expanded Muse AI push: over 10 million people have set up Muse, and the agent is expanding into AI-powered shopping, advertising, business tools and smart glasses. The 10-million setup figure is Meta's own, self-reported on the call. In the evening window (The Verge, ~4:24 PM ET) Meta re-enabled Muse sharing after the October 20 pause — with the researchers' findings now on the record: the Claroc researchers had reported the web addresses of shared Muse conversations were named after the conversation's title and written into public DNS, and the findable pages included a marketing company's internal revenue review and a small business owner's loan application.
What's genuinely new: A development of the ai — Meta bets on Muse consumer agent storyline (open since the September 8 launch) · continuing: what is new is Muse's first earnings-call-scale framing — a vendor-reported 10 million-plus setup count and an explicit expansion lane across shopping, advertising, business tools and smart glasses. The agentic-shopping strand of that thread has so far been a retailer tug-of-war (Amazon blocked Muse shopping on September 19; Shopify partnered; Google's Universal Cart joined October 15) — an earnings-call commitment to shopping expansion puts Meta's own intent on the record. The glasses lane touches the standing September 8 "Muse on AI glasses coming soon" watch, which remains open. The security strand closed its loop this evening: the paused-sharing feature, exposed via publicly findable DNS-listed conversation addresses, was re-enabled the same day the earnings framing went out — no detail on new protective defaults is in the capture.
Watch: Whether smart-glasses Muse actually ships rather than staying an earnings-call promise; whether the setup count gets independent corroboration; whether the re-enabled sharing carries any new default protections or the same DNS-listed address scheme persists; the Muse-on-Wonder cutover (announced October 12) in the earnings coverage cycle.
Links: Medianama · The Verge — sharing back on