Zuckerberg’s Free AI Agent Hit 5 Million Downloads And Google Still Has Its Own Locked Behind A Paywall

Zuckerberg’s Free AI Agent Hit 5 Million Downloads And Google Still Has Its Own Locked Behind A Paywall

By Jake FitzGerald
Publication Date: 2026-10-01 21:03:00

Meta just handed millions of users a free AI agent while Google keeps its own locked behind a subscription, and JPMorgan says the gap between those two strategies could gut one of the most valuable revenue streams in tech.

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The AI race has moved from test rankings to personal agents on consumers’ phones. CNBC’s MacKenzie Sigalos reported that Meta Platforms (NASDAQ:META | META Price Prediction) has an estimated 5 million plus downloads for its free Muse agent three weeks after launch. Meanwhile, Alphabet (NASDAQ:GOOGL) has kept its Spark agent behind a paywall since May, and Spark still will not make calls or purchases for users.

Meta’s Free Agent Rides 3.6 Billion Users

Meta CEO Mark Zuckerberg said Meta is making Muse free for a huge number of tokens and expects to earn money by taking a small fee on transactions. That plan depends…