Deutsche Bank: Muse opens AI consumer gateway, 2030 revenue could exceed $36 billion

Odaily News: Muse surpassed 3 million downloads 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 exceeding $36 billion by 2030 under an optimistic scenario. High inference costs remain a scaling challenge, while wearables and enterprise agents are expected to further expand Muse's use cases. Deutsche Bank maintains a "Buy" rating on Meta and raises its price target from $750 to $820. (Sina Finance)