Meta would need roughly 115 million paying subscribers at $20 per month for its AI agent Muse to generate $27.5 billion in annual revenue with an 80% operating margin, according to Oppenheimer analyst Jason Helfstein. Muse, launched on September 8, 2026, faces significant hurdles: only 13% of surveyed US consumers said they would share all their passwords with Meta. Goldman Sachs projects that 10 million subscribers could generate approximately $2.4 billion in annual revenue, while Wedbush estimates Muse subscription revenue could reach about $5 billion by 2027, representing roughly 1.5% of Meta’s anticipated total revenue for that year.
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