【Meta 新 AI 助理十天衝到 71 萬人天天用】📱
Meta 在 9 月 8 日推出的 AI 助理 Muse,10 天之內日活躍用戶從約 7 萬人增加到約 71 萬人。
流量分析公司 Similarweb 的估算顯示,這條曲線在 9 月 12 日先衝到 18 萬左右,接著橫盤了三天,9 月 17 日之後再度加速,到 9 月 20 日接近 71 萬。下載端的數字更大:彭博報導,上線後六天下載量超過 90 萬次,到 9 月 23 日累計超過 250 萬次,在美國的 iOS 與 Google Play 都排到免費榜第一。
下載 250 萬、日活 71 萬,這兩個數字之間的落差才是重點。Muse 不是聊天機器人,它是會連到使用者的應用程式與帳號、代為執行任務的助理。Meta 目前讓它免費提供相當大的額度,執行長祖克柏說的獲利方式,是未來從它完成的交易裡抽一小筆費用。
在這個設計下,決定生意成敗的既不是下載量也不是日活躍用戶,而是有多少人願意把帳號權限交出去、讓它真的去付款、訂位、下單。願意打開來玩一次的人很多,願意把信用卡交給它的人是另一群。
這條曲線目前只走了十天,連一個完整的留存週期都還沒跑完。它證明了 Meta 仍然有能力在兩週內把一個新應用推到美國免費榜第一,還沒證明的是這些人下個月還在不在。
資料來源: Similarweb、彭博、科技媒體 TechCrunch (圖片來自 @jukan05)
Meta's New AI Assistant Reached 710,000 Daily Users in Ten Days
Muse, the AI assistant Meta launched on 8 September, went from roughly 70,000 daily active users to about 710,000 in ten days.
Estimates from the traffic analytics firm Similarweb show the line climbing to around 180,000 by 12 September, flattening for three days, then accelerating again after 17 September to reach close to 710,000 on 20 September. The download numbers are larger. Bloomberg reported more than 902,000 downloads in the first six days and over 2.5 million by 23 September, with the app at number one on the free charts for both iOS and Google Play in the United States.
The gap between 2.5 million downloads and 710,000 daily users is the part worth watching. Muse is not a chatbot. It connects to a user's apps and accounts and carries out tasks on their behalf. Meta is giving away a substantial allowance for now, and Mark Zuckerberg has said the business model is to eventually take a small fee from the transactions it completes.
Under that design, neither downloads nor daily users decide the outcome. What decides it is how many people hand over account access and let the assistant actually pay, book and order. Plenty of people will open an app once. Handing it a credit card is a different group.
Ten days of data does not cover a single full retention cycle. The chart proves Meta can still push a new app to the top of the US free charts inside two weeks. It does not yet say whether these users are still there next month.
Source: Similarweb, Bloomberg and TechCrunch (Image: @jukan05)