Meta Platforms (META) is down about 7% from its late-September peak near $779 after rallying 26% last month on the back of its Muse AI agent's explosive consumer adoption. Today, The New York Times is reporting that the company's leadership pushed the product to market despite internal awareness of significant safety shortcomings.
The Muse agent, launched on September 8, has accumulated over 6.6 million downloads in approximately a month — positioning it as one of the fastest-growing AI consumer products ever — yet the revelation that safety flags were overruled could meaningfully alter the risk calculus for investors who had been pricing in a smooth monetization trajectory.