ChatGPT got 3.7 million in the same window — and Meta's cash flow just went negative

Meta's third-quarter results show what the Muse push costs: capital spending hit $34.91 billion in the quarter and free cash flow fell to negative $2.12 billion — the first negative quarter since 2012. Full-year AI capital spending is now guided at $135 billion to $145 billion.

Zuckerberg told the earnings call that more than 10 million people in the U.S. and Canada set up Muse agents in about six weeks, with roughly a quarter using one daily. Meta expects to improve Muse's compute efficiency more than tenfold in the next year — the condition for taking it global.