Meta is taking its new Muse AI agent to work. On Tuesday the company rolled out Muse for Small Business, pitching it as a way to hand the agent a goal - like running parts of your operation or finding customers - and let it execute. As the company put it, "Give Muse a goal - like running your business or finding new customers - and it gets it done." Pricing matches the current Muse app: free with usage caps, with a paid subscription if you need more.
Muse for Small Business ties directly into software from Asana, Zoom, Intuit, Box, Canva and Salesforce's Slack. It also hooks up to Meta ad accounts and to professional Instagram and Facebook profiles.
This push follows Monday's news that Meta will launch a new enterprise platform and has recruited MongoDB CEO CJ Desai to lead it. The plan includes multiple agents - a Muse agent and a business agent - plus a coding tool. At Meta Connect last week, Mark Zuckerberg called Muse the "centerpiece" of his AI strategy. The timing also overlaps with OpenAI's developer day, a fresh sign Meta plans to take on OpenAI and Anthropic in the enterprise arena.
Meta has long depended on digital ads for nearly all of its revenue, and Zuckerberg is now prioritizing AI-driven business lines after spending billions last year to recruit top talent. That included bringing in Scale AI founder Alexandr Wang to lead its AI efforts. His group began releasing a family of Muse Spark models in April. The company also touts a sizable small-business footprint, saying 200 million small businesses are on Facebook.
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Investors have noticed. Meta shares climbed 25% in September, although they pulled back over the past two trading sessions. The rally gained momentum after Muse launched on September 8 and rapidly hit the No. 1 position in Apple's App Store, ahead of ChatGPT. In a CNBC interview, Evercore's Mark Mahaney projected Muse could amass a user base of 100 million in a six- to 12-month period.
For everyday investors, here is the thread to watch: Meta is wiring its AI into the tools small businesses already rely on while assembling an enterprise suite around it. If that bet converts its massive small-business base into paying AI customers, the company's revenue mix could shift faster than most people expect.
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