Meta Platforms' AI agent Muse has accumulated over 5.6 million downloads since its September launch, but its app open rate remains lower than established applications like Google, ChatGPT, and Instagram, indicating the product has not yet integrated into users' daily habits, noted BNP Paribas analyst Nick Jones. The bank maintains an "Outperform" rating on Meta with a target price of $885 but has lowered its long-term monetization expectations for Muse. Jones emphasized that whether Muse can convert initial popularity into sustained activity, and how it will build a sustainable business model, remain core issues for investors to focus on. Meanwhile, OpenAI launched its new consumer AI agent product, Dots, this week, accelerating the evolution of the consumer AI market.