Meta 的 Muse 在移动端早期表现上超过 ChatGPT
英文标题:Meta’s Muse is outpacing ChatGPT’s early mobile launch
市场情报机构 Apptopia 的估算显示,Meta 新推出的 AI Agent 应用 Muse 在上线前 12 天内,北美 iOS 下载量达到 180 万次,高于 ChatGPT 同期的 130 万次。Muse 在美国的移动端日活用户也达到 64.2 万,高于 ChatGPT 同期的 23.1 万。尽管这些均为第三方估算,数据表明 Muse 有望成为 Meta 的又一款头部应用。Meta 可借助 Facebook、Instagram 和 WhatsApp 的跨产品分发能力,进一步推动 Muse 的增长。
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中文
Meta 最新推出的 AI 应用 Muse 可能成为这家社交媒体巨头的下一个重大爆款,最新数据表明了这一点。市场情报服务商 Apptopia 最新发布的估算数据显示,Muse 移动应用上市后的前 12 天下载量,高于 ChatGPT 移动版上线后前 12 天的下载量。(该数据仅比较美国和加拿大市场。)
该机构发现,Muse 的日活跃用户数也高于 ChatGPT 在同期的数据。
在此之前,由于两款应用采取了不同的发布策略,很难对其进行完全可比的精确比较。ChatGPT 登陆移动端时仅在 iOS 平台上线,但面向全球发布;与此同时,Muse 同时登陆苹果 App Store 和 Google Play,但目前仅在美国和加拿大提供服务。
为了使数据更具可比性,Apptopia 仅考察了两款应用各自发布后前 12 天在美国和加拿大的 iOS 数据。在这一数据子集中,Muse 的下载量目前达到 180 万次,而 ChatGPT 为 130 万次。
该机构还表示,Muse 在上线后的前 12 天内,全球总安装量达到 280 万次。其增长尚未停滞:Muse 在发布后不久曾位居美国 App Store 总榜第 2 位,如今已升至第 1 位,正如 Business Insider 周五报道的那样。该媒体指出,这一跃升使该应用排名超过了 ChatGPT。另一家机构 Appfigures 当时表示,Muse 的下载量已突破 100 万次。
图片来源: Appfigures
此外,Apptopia 的数据表明,Muse 目前在美国的日活跃用户数高于 ChatGPT 在发布后相同时间点的表现。若仅比较美国移动应用日活跃用户,Muse 以 64.2 万日活用户领先,而 ChatGPT 当时为 23.1 万。
考虑到 Muse 同时覆盖 iOS 和 Android,而 ChatGPT 发布时仅支持 iOS,Apptopia 又将比较范围缩小至仅限 iOS。但即使如此,Muse 在 iOS 上的日活跃用户仍达到 35.9 万,高于 ChatGPT 在该时期的数据。
Apptopia 只能提供有关应用下载量和活跃用户数的第三方估算,并无法直接访问 Meta 的内部数据。不过,即便这些数字仅在大致量级上准确,它们也表明 Muse 有机会成为 Meta 最新的一款头部应用。
Meta 此前在推出 Instagram 的 Threads 时,已经完善了跨产品推广策略。凭借在 Meta 最大应用(包括 Instagram 和 Facebook)中的大规模营销与整合,Threads 目前已拥有超过 5 亿用户。鉴于这款 AI 应用可以连接这两个平台,Muse 很可能获得类似的推广力度。它还可以在 WhatsApp 内使用,这可能为其带来进一步增长。
虽然 Apptopia 无法直接了解 Meta 的交叉推广活动或广告投放情况,但该机构指出,超过 95% 的 Muse 用户同时也是 Facebook 用户,63% 同时使用 Instagram。
Meta 已被要求置评,但尚未公布与 Muse 早期用户采纳情况相关的数据。
更正:本文早期版本将 Apptopia 数据的来源错误归为分析机构 Appfigures,现已更正。
English / 原文
Meta’s latest AI app, Muse, could be the social giant’s next major hit, new data suggests. According to just- released estimates from market intelligence provider Apptopia, Muse’s app on mobile devices has been downloaded more times during its first 12 days on the market than ChatGPT was in the 12 days after its debut. (This data compares the U.S. and Canada markets only.)
Muse also has more daily active users than ChatGPT had at the time, the firm found.
Until now, it had been difficult to make an exact apples-to-apples comparison between these two apps, given that they had pursued different launch strategies. When ChatGPT arrived on mobile, it was made available globally, but only on iOS. Muse, meanwhile, is available across both Apple’s App Store and Google Play, but only in the U.S. and Canada.
To better align the numbers for comparison, Apptopia looked only at the iOS data for the U.S. and Canada for both apps during the first 12 days of their respective launches. In this subset of the data, Muse has now seen 1.8 million downloads to ChatGPT’s 1.3 million.
Overall, Muse has seen 2.8 million total installs globally in its first 12 days, the firm also said. Its growth hasn’t yet stagnated, either; Muse has moved up from its original position as No. 2 overall on the U.S. App Store immediately after its launch to now No. 1, as Business Insider reported on Friday. That jump put the app higher than ChatGPT, the outlet noted. Another firm, Appfigures, said at the time that Muse had then crossed 1 million downloads.
Image Credits: Appfigures
In addition, Apptopia’s data indicates that Muse’s U.S. daily active users are now higher than they were for ChatGPT at the same point after its launch. When comparing just the U.S. mobile app daily active users, Muse comes in higher with 642,000 daily users compared with 231,000 for ChatGPT at the time.
To be fair to the fact that Muse is available across both iOS and Android, while ChatGPT launched on iOS only, Apptopia narrowed the comparison to iOS alone. Yet, even here, Muse is coming in higher, with 359,000 daily active users on iOS, still above ChatGPT’s figures from that time period.
Apptopia can only provide third-party estimates about an app’s downloads and active users; it doesn’t have direct access to Meta’s internal figures. But even if these numbers are only correct from a general “ballpark” perspective, they indicate that Muse could have a shot at becoming Meta’s newest top app.
Meta already perfected its cross-promotion strategy when it launched Instagram’s Threads, which now has 500+ million users, thanks to heavy marketing and integrations in Meta’s largest apps, including Instagram and Facebook. Muse is likely to get a similar push, given that the AI app can connect with both of those platforms. It also works inside WhatsApp, so that could give it another boost.
While Apptopia doesn’t have visibility into Meta’s cross-promotion efforts or ads directly, it did note that over 95% of Muse’s users are also Facebook users and 63% are Instagram users.
Meta, which has been asked for comment, has not yet shared public figures related to Muse’s early adoption.
Correction: An earlier version of this article referenced the analytics firm Appfigures as a source for data from Apptopia. This has been fixed.