Meta Muse net adds slow, daily actives still hit a record
What happened
On October 13, a Hacker News front-page report said Meta's autonomous AI agent app Muse saw average daily net new users fall 62.4% over three weeks, with downloads also slowing, while daily actives hit a record on October 6, so falling net adds do not equal falling DAU. The report also said none of 172 insider transactions at Meta in six months were buys. Those trades ran under Rule 10b5-1 plans set months earlier, some covered tax withholding, and one filing stated it was not a sale. Hunterbrook has disclosed a short position in Meta.
Written by AI from the coverage · updated 1 hour ago
Coverage
Follow the reports to see the story from different sides.
- Hacker News front pageMuse DAU dropped and Meta insiders decided to sell
Meta 的自主 AI 智能体应用 Muse 净新增日用户三周下降 62.4%，内部人士六个月内的 172 笔交易无一买入。Muse 下载量也在放缓，但日活用户在 October 6 达到新高，不能将新增用户下降等同于日活下降。内部交易按数月前设定的 Rule 10b5-1 计划执行，部分涉及税款代扣，且一份申报明确表示不构成出售；Hunterbrook 已披露做空 Meta。
Heat over time
Not enough continuous observations to draw a trend yet.