跟进：Meta电话会披露Muse上线约六周美加逾1000万人设置个人智能体 Reality Labs明年营业亏损料收窄至约150亿美元

门洛帕克——财报数字之外，Meta 在 10 月 21 日的三季度业绩电话会上，用了相当篇幅谈它的个人智能体 Muse。据电话会转录，首席执行官马克·扎克伯格说：「在短短一个半月里，美国和加拿大已有逾 1,000 万人设置了 Muse 个人智能体。」他表示，其中约 25% 的用户每天使用，增长势头依然强劲，Muse「几乎每天都排在应用商店第一位」；在所有用例中，购物是最热门的一项，企业利用智能体与顾客沟通也显现出早期强劲势头。

扎克伯格同时给出 Reality Labs 的亏损路径：该部门明年的营业亏损将降至约 150 亿美元，并在此后趋向盈利。他还表示，Muse 的长期人均收入有望高于公司目前在美国的广告业务；社交应用 Threads 的月活跃用户已经超过 X，每名用户的使用时长同比增长逾 20%。

首席财务官 Susan Li 在电话会上谈到成本一面：Muse 是算力密集型服务，把用户基数做大「将需要对算力、基础设施和相关投入进行重大投资」，其总服务成本预计将随之上升；与此同时，公司预计未来一年算力成本效率将提高 10 倍以上。她还披露了一组经营数据：合作广告（Partnership Ads）年化运行率达到 150 亿美元、同比增长逾 97%；统一订阅服务「Meta 1」的订阅与试用用户达到 1,500 万；本季度近 1,000 万广告主使用过公司的生成式人工智能创意工具。公司在电话会上披露的三季度运营指标还包括：广告展示量同比增长 10%，单条广告平均价格同比上涨 14%。

Meta Earnings Call: Muse Passes 10 Million Agent Setups in About Six Weeks; Reality Labs Operating Loss Expected to Narrow to About $15 Billion Next Year

MENLO PARK — Beyond the headline results, Meta used much of its third-quarter earnings call on October 21 to talk about Muse, its personal agent. According to the call transcript, Chief Executive Mark Zuckerberg said: "In just a month and a half, more than 10 million people in the US and Canada have set up Muse personal agents." About 25 percent of those users are active daily, growth remains strong, and Muse has been "number 1 in the App Store almost every day," he said. Shopping has emerged as the most popular use case, and businesses using agents to communicate with customers are showing early strong momentum.

Zuckerberg also laid out a path for Reality Labs: the unit's operating loss will come down to approximately $15 billion next year and trend toward profitability from there. He said Muse could eventually generate higher average revenue per user than the company's advertising business in the United States. Threads, he added, has overtaken X in monthly active users, with time spent per user up more than 20 percent year over year.

Chief Financial Officer Susan Li addressed the cost side, saying Muse is a compute-intensive service and that scaling its user base "is going to require a significant investment in compute and infrastructure and cost to serve," with total cost to serve expected to rise; at the same time, the company expects compute cost efficiency to improve by more than tenfold over the next year. She also disclosed that Partnership Ads reached a $15 billion annual run rate, up more than 97 percent year over year; that Meta 1 subscriptions and trials reached 15 million; and that nearly 10 million advertisers used the company's generative AI creative tools during the quarter. Operating metrics shared on the call included a 10 percent year-over-year increase in ad impressions and a 14 percent increase in average price per ad in the third quarter.

来源：GSM·美国（原文链接）

图片来源：Wikimedia Commons · Nokia621 · CC BY-SA 4.0

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