内容来源：https://www.engadget.com/2293705/mark-zuckerberg-says-meta-is-entering-a-new-phase-with-muse/

内容总结：

Meta首席执行官马克·扎克伯格在周三的公司第三季度财报电话会议上表示，公司新推出的个人智能体Muse已成为其AI投资变现计划的核心。Muse自9月初在美国和加拿大上线以来，已有超过1000万人开始使用。扎克伯格称，Muse已具备清晰的产品市场契合度，公司正进入一个“更偏向运营的新阶段”，重点是扩大规模，目标是服务数十亿用户。

扎克伯格预计，Muse最终每位用户带来的收入将超过Facebook和Instagram。他表示，美国现有应用家族用户的年均收入为数百美元，而由于Muse上已出现大量商业活动，其每用户收入有望达到更高水平。目前购物是Muse最常见的使用场景，用户平均每笔交易花费200美元。Meta计划构建“商业工具”，向通过其智能体促成交易的企业收取费用，并针对使用频率较高的个人和企业用户推出AI订阅服务。

不过，Muse的运营成本也显著高于Meta其他服务。扎克伯格还表示，Muse对Meta从AI眼镜业务中获利至关重要。尽管公司目前硬件销售利润不高，但将Muse引入产品将有助于推动AI订阅销售。Meta在上月的Connect大会上预览了智能眼镜上的Muse功能，用户可像使用Meta AI一样与智能体对话、查看任务进度或添加待办事项。Meta未说明眼镜上的Muse是否需要单独订阅，但扎克伯格的表态暗示至少部分功能将付费使用。扎克伯格称，Muse将于“下个月”登陆Meta智能眼镜。

中文翻译：

马克·扎克伯格称Meta正随Muse“进入新阶段”
他预计该代理将为公司带来的单用户收入将超过其旗下应用。
Meta推出Muse才几周时间，但这家公司的个人代理已经开始成为其利用AI巨额投资创收计划的核心。CEO马克·扎克伯格表示，公司已经在着手将这款代理商业化，他预计Muse最终带来的单用户收入将超过Facebook和Instagram。
尽管Muse目前仅在美国和加拿大可用，Meta已经看到这款代理获得了大量用户采用。扎克伯格称，自9月初上线以来，已有超过1000万人开始使用它。“如今Muse已具备清晰的产品市场契合度，我们正在进入一个新阶段，一个更偏向运营的阶段，重点是扩大规模，”扎克伯格在周三的公司第三季度财报电话会上表示。“我们预计Muse将发展到服务数十亿人的规模。”
对Meta而言，运营Muse的成本也显著高于其其他服务，扎克伯格表示公司已经在制定这款代理的变现计划。这位CEO称，Meta计划打造“商务工具”，使其能够对该代理促成的交易向企业收取费用。他指出，购物目前是该代理“最常见”的使用场景，用户通过Muse平均每笔消费200美元。Meta还将面向使用该代理较多的个人和企业主推出AI订阅服务。
扎克伯格预测，Muse带来的收入最终可能超过Meta目前从旗下应用获得的收入，至少在某些指标上是如此。“我们现有应用家族的美国用户年均收入为数百美元，而我们预计，鉴于我们已经看到的交易量，Muse随时间推移将达到更高的水平，”扎克伯格说。
据扎克伯格称，Muse对于Meta从AI眼镜中赚取更多收入的计划也“至关重要”。虽然公司目前“在硬件上并没有获得高额利润”，但在产品中加入Muse将有助于Meta卖出更多AI订阅服务，扎克伯格预测道。
Meta上个月在Connect大会上预览了其智能眼镜上的Muse。公司表示，用户将能够以与目前和Meta AI聊天大致相同的方式与其代理对话，并能够查看任务进度或向代理的待办事项列表中添加内容。Meta没有说明其眼镜上的Muse是否需要单独订阅，但扎克伯格的言论暗示，眼镜上至少部分Muse功能将需要付费才能使用。（公司已在考虑对其他眼镜功能额外收费，包括其即将推出的听力增强功能。）扎克伯格表示，Muse将于“下个月”在Meta的眼镜上线。

英文来源：

Mark Zuckerberg says Meta is 'entering a new phase' with Muse
He expects the agent will generate more revenue per user than the company's apps.
It's only been a few weeks since Meta introduced Muse, but the company's personal agent is already becoming central to Meta's plan to start making money off its massive investment in AI. CEO Mark Zuckerberg said that the company is already working on monetizing the agent, and that he expects Muse to eventually generate more revenue per user than Facebook and Instagram.
Even though Muse is only available in the US and Canada, Meta has already seen significant adoption of the agent. Zuckerberg said that more than 10 million people have started using it since its early September rollout. "Now that Muse has clear product market fit, we are entering a new phase and a more operational phase that is focused on scaling it," Zuckerberg said during the company's third-quarter earnings call Wednesday. "We expect to grow Muse to serve billions of people."
Muse is also significantly more expensive for Meta to operate compared with its other services, and Zuckerberg said the company was already working on its plans to monetize the agent. Meta plans to build "commerce tools" that will allow it to charge businesses fees for transactions facilitated by its agent, the CEO said. He noted that shopping is currently the "most common" use case for the agent, and that people are spending an average of $200 per purchase with Muse. Meta will incorporate its AI subscriptions for people and business owners who use the agent more heavily as well.
Zuckerberg predicted that revenue from Muse could eventually surpass the money it currently makes from its apps, at least by some metrics. "The average revenue per American user for our existing family of apps users is several hundreds of dollars annually, and we expect that Muse will reach an even higher level over time due to the amount of commerce that we already see taking place," Zuckerberg said.
Muse is also "central" to Meta's plans to make more money from its AI glasses, according to Zuckerberg. While the company doesn't currently "make a large profit on the hardware" it sells, adding Muse to the product will help Meta sell more AI subscriptions, Zuckerberg predicted.
Meta previewed Muse on its smart glasses last month during Connect. The company said users will be able to talk to their agent in much the same way they can currently chat with Meta AI, and will be able to check in on tasks or add items to their agent's to-do list. Meta didn't specify if Muse on its glasses would require a separate subscription, but Zuckerberg's statements suggest that at least some Muse features will be paywalled on the glasses. (The company has contemplated upcharging for other glasses features, including its upcoming hearing enhancement ability.) Muse will be available on Meta's glasses "next month," Zuckerberg said.