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Verified · Sep 26, 2026

Independently verified

Meta's Muse tops the US App Store with 3.4M+ downloads by Sensor Tower's count — and the filesystem it initially gated as a security issue is now offered eagerly, which Meta calls 'intended behavior'

2 sources

Two Friday, September 25, 2026 threads on Meta's Muse (calendar-verified). The momentum thread, per TechCrunch (Sarah Perez, 9:16 AM PDT · September 25): "Muse's traction is surging, fueled by Meta's promotion of the AI app at its annual developer conference this week and strong early reviews that praised its polished design and highly capable AI model under the hood." Numbers, per TechCrunch: "At the start of the week, Muse had surpassed 2.5 million downloads since its September 8 launch. Now, the app has amassed more than 3.4 million downloads, according to the most recent estimates from market intelligence firm Sensor Tower." — with the caveat that "The install numbers are only current as of the firm's Thursday estimates, which can lag behind real-world adoption." Other firms: Apptopia says 4.3 million (2.6 million iOS alone), inside TechCrunch's parenthetical that Muse "is currently only available in the U.S. and Canada"; Appfigures says roughly 2.3 million as of Thursday, nearly evenly split between iOS and Android. Charts, per TechCrunch: "On Friday, September 18, Muse climbed to the top of the U.S. App Store and has retained its ranking ever since. It also reached the top spot on the Google Play Store on September 19, and remains there today." — 'today' being TechCrunch's Friday anchor. The launch window comparison, per Sensor Tower via TechCrunch: 2.8 million downloads in the first two weeks (September 8 to 17), averaging "55% day-over-day growth in downloads. For comparison, ChatGPT averaged 24% day-over-day download growth in its first 10 days after launch." Promotion: house ads from September 9, majority share of Meta's house promotions within 10 days, ads beyond Meta on Reddit, TikTok, and YouTube, and top-10 brand ad spend by Tuesday, September 22 — but "ads promoting the app only account for 6% of the ad impressions from launch through September 19." The Meta Connect feature list is upcoming plans: "video chat with the Muse avatar, support for computer use on the Mac, a dedicated email address, more partners and connectors, and plans for smart glasses integrations." The filesystem thread, per The Verge (Terrence O'Brien, datePublished 2026-09-25T16:49:53+00:00): "Yesterday, with a little prodding, it was discovered that Meta's Muse would expose its filesystem to curious users." And: "But today Muse will eagerly offer up the contents of its file system when you ask for it. That appears to be because, as Meta's Nat Friedman later said, this is the 'intended behavior.'" Per The Verge's quotation of David Singleton's X post: "This was a very deliberate choice - your Muse Secure VM truly is your own computer in the cloud. You can install software in it, write and compile code, use the browser to surf the web: it is your own Linux box that you can operate as you choose with your Muse." The Verge's own take, outside the quote: Muse's architecture is "closer to running OpenClaw on a local machine, except the machine is in the cloud." Meta spokesperson Daniel Roberts, per The Verge: "We're continuing to make updates to the product, so users may see changes in how much information is available about their virtual machine." The delta: a clickable file browser with root access on Friday (September 25) versus a directory-tree text file on Thursday (September 24), and a full root zip where Muse first said, "I still can't do a full / copy — even with the secrets stripped out." The Verge asked Meta why Muse initially called filesystem access a security issue: "the company has not yet responded."

Why now

The launch-week story just got its verdict numbers: per TechCrunch, the app that launched September 8 has sat at number one on the US App Store since September 18 and on Google Play since September 19 — and the three estimates firms published disagree by more than a million downloads, which makes estimate discipline the story. Second layer, the Meta Connect push: the features Meta announced this week (avatar video chat, Mac computer use, a dedicated email address, smart glasses plans) are upcoming, so the creator who explains what is actually shipped versus promised owns the explainer slot while most viewers still can't try the app at all — it's US and Canada only per TechCrunch. Third layer, the design reveal: The Verge's filesystem thread shows what Muse's 'Secure VM' is — in Singleton's words via The Verge, 'your own computer in the cloud.' — and the behavior change from refusal to eager compliance inside 24 hours is a trust story creators can walk through beat by beat. Fourth layer, the open question: Meta has not explained why the AI first called the access a security issue, and The Verge's unanswered question is itself the discussion prompt.

Why it is worth publishing

The most demoable card of the day for product channels: chart positions are checkable on screen, the three-firm estimate spread makes a clean graphic, and the filesystem before/after is a ready-made narrative arc. The differentiation play is estimate discipline — every number keeps the firm that published it (Sensor Tower, Apptopia, Appfigures), every chart claim keeps its store and date, and the two Friday threads (momentum and filesystem) stay separated with their own attributions.

Evidence basis

Two opened sources, both dated Friday, September 25, 2026 and read in full with raw HTML fetched: TechCrunch (Sarah Perez, byline 9:16 AM PDT) and The Verge (Terrence O'Brien, datePublished 2026-09-25T16:49:53+00:00). Weekday and date pairs calendar-verified: September 25 = Friday, September 24 = Thursday, September 22 = Tuesday, September 19 = Saturday, September 18 = Friday, September 9 = Wednesday, September 8 = Tuesday. Every download figure carries its estimating firm; the firms disagree (Sensor Tower 3.4M+, Apptopia 4.3M, Appfigures ~2.3M) and no attempt is made to reconcile them. The Singleton X post was not opened this run — its words ride The Verge's blockquote, and The Verge's OpenClaw comparison stays the outlet's own voice (verified: exactly one blockquote in the raw HTML). Timing anchors: TechCrunch's 'remains there today' and The Verge's 'yesterday'/'today' are the outlets' Friday/Thursday anchors; this card publishes Saturday, September 26 and never says unanchored 'today'. Meta's non-response to the security-question inconsistency is recorded as a non-response.

“Meta's Muse has sat at number one on the US App Store for over a week — and by Sensor Tower's count it's growing more than twice as fast as ChatGPT did.”

Angle

Frame it as 'the AI app that outgrew ChatGPT's launch, and the week it showed what it really is' in three beats. Beat one, the numbers with their owners: Sensor Tower has Muse past 3.4 million downloads, Apptopia says 4.3 million, Appfigures says roughly 2.3 million — three estimates that disagree, all third-party. Beat two, the charts and the gates: number one on the US App Store since September 18, Google Play since September 19 — but the app is US and Canada only, and the Meta Connect features are announced plans, not shipped. Beat three, the design story: the 'Secure VM' filesystem that Muse first gated as a security concern is now handed over on request — Meta calls it 'intended behavior', and Meta has not explained the initial refusal.

Format

Short talking-head video

Demo idea

A three-column estimate board — Sensor Tower 3.4M+, Apptopia 4.3M, Appfigures ~2.3M — under the caption 'which number do you trust?' with the store-chart dates stamped beneath (US App Store #1 since Sept 18; Google Play #1 since Sept 19). Second card: the filesystem before/after per The Verge — Thursday (Sept 24): directory-tree text file and the refusal quote; Friday (Sept 25): clickable root browser and a full zip 'with secrets stripped out' — ending on the open question Meta hasn't answered.

Platform notes

Availability is two countries — 'Muse is currently only available in the U.S. and Canada' per TechCrunch — never 'global'. Every download number names its firm (Sensor Tower / Apptopia / Appfigures) and carries TechCrunch's caveat that install numbers are Thursday estimates that lag reality. Chart claims keep store + date, and your time anchor is 'as of Friday's report' — this card publishes Saturday, September 26, never unanchored 'today'. The Meta Connect features (avatar video chat, Mac computer use, dedicated email, smart glasses plans) are upcoming announcements, not features you can demo. On the filesystem thread: 'intended behavior' is Nat Friedman's phrase per The Verge; the Singleton quote is The Verge's blockquote of an X post ('per The Verge's quotation'); 'closer to running OpenClaw on a local machine' is The Verge's comparison, not Meta's; 'secrets stripped out' is what The Verge reports the zip contained; and Meta's unanswered question stays unanswered — say 'The Verge asked, Meta hasn't responded', never 'Meta confirmed it's all fine'.

Usable claims

  • On Friday, September 25, 2026 (calendar-verified), TechCrunch and The Verge published two threads on Meta's Muse AI app. The traction thread, per TechCrunch (Sarah Perez, byline 9:16 AM PDT · September 25, 2026): "Muse's traction is surging, fueled by Meta's promotion of the AI app at its annual developer conference this week and strong early reviews that praised its polished design and highly capable AI model under the hood." Per TechCrunch: "At the start of the week, Muse had surpassed 2.5 million downloads since its September 8 launch. Now, the app has amassed more than 3.4 million downloads, according to the most recent estimates from market intelligence firm Sensor Tower." And the caveat: "The install numbers are only current as of the firm's Thursday estimates, which can lag behind real-world adoption." Per TechCrunch, those estimates "don't even capture the full impact of the big push Muse received at this week's Meta Connect conference, where the social network company announced a range of upcoming features for the new AI app, including video chat with the Muse avatar, support for computer use on the Mac, a dedicated email address, more partners and connectors, and plans for smart glasses integrations." Other firms' estimates differ, per TechCrunch: "Apptopia, for example, puts Muse's total number of downloads to date at 4.3 million. (Muse is currently only available in the U.S. and Canada). It estimates that 2.6 million of those were on iOS alone." And: "another firm, Appfigures, says it sees Muse installs at roughly 2.3 million as of Thursday, almost evenly split between iOS and Android." Per TechCrunch, Sensor Tower also found Muse's daily active users "climbed 27% on Wednesday after the event wrapped." On the launch window, per TechCrunch: "Sensor Tower said the app reached an estimated 2.8 million downloads in its first two weeks on the app stores. During that time (September 8 to September 17), the Muse app averaged 55% day-over-day growth in downloads. For comparison, ChatGPT averaged 24% day-over-day download growth in its first 10 days after launch. Download growth for Claude and Grok, meanwhile, declined during their respective launches." On the charts, per TechCrunch: "On Friday, September 18, Muse climbed to the top of the U.S. App Store and has retained its ranking ever since. It also reached the top spot on the Google Play Store on September 19, and remains there today." — where "remains there today." is TechCrunch's Friday, September 25 publication anchor. Per TechCrunch, the app is also benefiting from the cross-platform promotion that helped Instagram Threads top 500 million monthly active users, and Meta's Head of Threads, Connor Hayes, recently told Business Insider that marketing Muse differs from Threads — the trick is to build promotional units that showcase what the AI agent can do for the user specifically. Per TechCrunch: "Sensor Tower's data indicates that Meta rolled out house ads promoting Muse on September 9, a day after its launch. Within 10 days, Muse received the majority of house advertising promotions across Meta's properties, ahead of promotions for Facebook, Instagram, and WhatsApp. Meta has also begun advertising Muse on mobile ad networks and other social networks, including Reddit, TikTok, and YouTube." And: "By Tuesday, September 22, Muse ranked among the top 10 brands by advertising spend, Sensor Tower said." Still, per TechCrunch, "ads promoting the app only account for 6% of the ad impressions from launch through September 19." The filesystem thread, per The Verge (Terrence O'Brien, metadata datePublished 2026-09-25T16:49:53+00:00, Friday): "Yesterday, with a little prodding, it was discovered that Meta's Muse would expose its filesystem to curious users." — 'Yesterday' is The Verge's Thursday, September 24 anchor. And: "But today Muse will eagerly offer up the contents of its file system when you ask for it. That appears to be because, as Meta's Nat Friedman later said, this is the 'intended behavior.'" — 'today' anchors to Friday, September 25. In a post on X, per The Verge's quotation of it, Meta Superintelligence Labs' David Singleton said: "This was a very deliberate choice - your Muse Secure VM truly is your own computer in the cloud. You can install software in it, write and compile code, use the browser to surf the web: it is your own Linux box that you can operate as you choose with your Muse." The Verge's own characterization, outside that quote, is that "Muse's architecture is fundamentally different from other AI platforms like ChatGPT and Gemini. It's closer to running OpenClaw on a local machine, except the machine is in the cloud." In a statement provided to The Verge, Meta spokesperson Daniel Roberts said: "We're continuing to make updates to the product, so users may see changes in how much information is available about their virtual machine." Per The Verge: "When asked to see its filesystem today, Muse promptly offered a clickable file browser with access to root. Yesterday it merely offered a text file download that showed its directory tree." And on the refusal: "I still can't do a full / copy — even with the secrets stripped out." was Muse's yesterday response, while today it zipped up the root directory "delivering 'the full filesystem listings,' with 'all with secrets stripped out.'" The Verge asked Meta why Muse initially called filesystem access a security issue if it was always the intended behavior, "and the company has not yet responded."

Evidence pipeline

Breakdown

One app, two Friday threads, and the accuracy lives in the owners. Layer one, the estimates: per TechCrunch, Sensor Tower has Muse past 3.4 million downloads, Apptopia 4.3 million, Appfigures roughly 2.3 million — three third-party numbers that disagree, so every figure keeps its firm's name and TechCrunch's lag caveat ('only current as of the firm's Thursday estimates') travels with the headline number. Layer two, the charts: US App Store number one from Friday, September 18; Google Play from September 19; TechCrunch's 'remains there today' is its Friday anchor — a Saturday card says 'as of Friday's report'. Layer three, the gates: 'Muse is currently only available in the U.S. and Canada' per TechCrunch, and the Meta Connect features are upcoming plans, never 'can now'. Layer four, the filesystem thread: 'intended behavior' is Nat Friedman's phrase per The Verge; the Singleton X-post quote rides The Verge's blockquote ('per The Verge's quotation' — the post was not opened this run); 'closer to running OpenClaw on a local machine' is The Verge's own comparison outside the blockquote; and Meta's unanswered question — why Muse first called the access a security issue — stays unanswered, a non-response never written as reassurance. Editor's rules: owners on numbers, dates on charts, gates on availability, relays on quotes, and the two threads never fused.

Risks

  • Before publishing, re-check each layer: every download figure carries its estimating firm's name (Sensor Tower / Apptopia / Appfigures) and the Thursday-estimates lag caveat; chart claims carry store + date + your own time anchor ('as of Friday's report'); availability stays US and Canada, and Connect features stay 'upcoming'; the growth comparison stays Sensor-Tower-via-TechCrunch with both windows stated; on the filesystem thread, 'intended behavior' carries Nat Friedman via The Verge, the Singleton quote carries 'per The Verge's quotation', the OpenClaw comparison stays The Verge's own, Meta's unanswered question stays unanswered, and 'yesterday'/'today' resolve to September 24 and 25. If your script compresses any of these, cut the detail rather than round it.

Demo ideas

  • Three-firm estimate board (Sensor Tower 3.4M+ / Apptopia 4.3M / Appfigures ~2.3M) with store-chart dates stamped under it and the US/Canada availability gate in the corner
  • Filesystem before/after card per The Verge: the directory-tree text file and the 'full / copy' refusal on one side, the eager root-browser zip 'with secrets stripped out' on the other, closing on Meta's unanswered why