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Brad Freeman
@StockMarketNerd
Detailed equity research and balanced portfolio insights for serious investors who want analysis over hype. Invest with good reason here.
Joined May 2019
1.4K Following    200K Followers
Well Muse is killing it for $META. Outpacing US/Canada iOS ChatGPT downloads by almost 40% over the first 12 days (per Appfigures). But even more encouraging? Consumers are building habit a lot faster. Nearly 450K U.S. daily actives in 10 days compared to ChatGPT needing 7 weeks to get there (per Sensor Tower). I get it... Meta has the massive brand & distribution that ChatGPT didn't enjoy. But it's not like they piggybacked on Instagram sign-ups the way they did with Threads. And ChatGPT was arguably the most successful consumer launch ever. So... this is still impressive & highly encouraging. And if you're one of those early daily actives (like I am), it makes perfect sense.
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