Meta Muse: partners give no figures, Instacart ads bypassed

Instacart's third-quarter advertising and other revenue was $331 million (about 30% of revenue, up 23% year on year), and those ads are not supported in Muse orders. Amazon blocked Muse's core use for just this reason, since on-site ads get bypassed, so the more a partner depends on ads, the more likely it is to restrict Muse. Booking (OpenTable as the first dining partner, Agoda for the Asia launch) and Shopify mentioned Muse on their 3 Nov earnings calls, but neither gave any Muse figures. Since DoorDash's 'a few hundred orders', no partner has offered real evidence of transaction volume. Section 15 of Wells Fargo's online banking agreement, effective 24 Nov, treats instructions from AI agents as authorised by the user and puts the risk on the user. After the blocks by JPMorgan and Schwab, banks have changed tack, but Muse handling financial tasks will struggle to scale in the short term. On security, the $1.2 million in bug bounties (up to $300,000 for a single authentication flaw and $90,000 for a prompt injection) is a good sign but also shows a real attack surface. The model's AA Intelligence Index score of 50 trails Gemini 4 Carbon at 59, Claude Opus 5.5 at 58 and GPT-6 Astra at 57 by about 9 points. On the AA-Briefcase knowledge-work benchmark, though, its 1659 is behind only Kimi K3.1 Pro at 1678. On Endor Labs' agent security leaderboard, functional correctness of 91.6% is the best of all, but a security pass rate of 25.1% ranks only seventh, and total cost of $692 is expensive.