Deutsche Bank: Muse Opens the AI Consumer Gateway, Revenue Could Exceed $36 Billion by 2030

Odaily News: Muse surpassed 3 million installs in the U.S. within 16 days of launch, with early growth clearly outpacing other mainstream AI applications. Deutsche Bank believes that Muse's long-term monetization focus may shift from subscriptions to transaction commissions, payments, and advertising, with revenue potentially exceeding $36 billion by 2030 under an optimistic scenario. High inference costs remain a scaling challenge, while wearables and enterprise AI agents are expected to further expand Muse's use cases. Deutsche Bank maintains its "Buy" rating on Meta and raises its price target from $750 to $820. (Sina Finance)