Gary Cohn on Meta's Muse: 'I'm not comfortable giving up my personal data'
Yahoo Finance ·
Gary Cohn on Meta's Muse: 'I'm not comfortable giving up my personal data' Brian Sozzi · Executive Editor Wed, September 23, 2026 at 11:59 AM EDT 2 min read IBM AAPL META Gary Cohn, vice chair at tech giant IBM ( IBM ) and former economic adviser to President Trump, isn't yet ready to use Meta's ( META ) new Muse AI agent in his daily life. And surely he isn't alone on this front. "I'm not comfortable giving up my personal data and my personal information," Cohn said on Yahoo Finance's Sozzi Unleashed . "By the way, I have enough trouble managing my life, knowing my own personal data. I don't like giving it to someone else, that's not in my comfort zone right now." Meta investors have been having a week to remember as Muse has surged to the top spot on Apple's App Store. Muse reached 2.8 million downloads in its first 12 days across both the US and Canada app stores, according to the latest Sensor Tower data. What's more, Muse has surpassed ChatGPT in early adoption, with 1.8 million downloads in Muse's first 12 days compared to 1.3 million for ChatGPT. Muse also set a new US daily download record of 264,000 on Sept. 19, its third straight day above 200,000. Shares of Meta have rallied by some 20% over the past two weeks as Muse mania has taken hold across markets and social media. Now all eyes turn to CEO Mark Zuckerberg at his annual Meta Connect event later today. Investors have high expectations for how Muse will be integrated into Meta's smart glasses, and they also hope to get fresh download and usage data. "The most important update from Zuck's Meta Connect keynote that kicks off tonight at 7pm ET has nothing to do with wearables," longtime tech analyst Gene Munster wrote in an X post. "Investors will be eagerly waiting for him to share any datapoints on Muse's early adoption. For all the buzz that Muse has gotten, pushing shares of up 20% over the past two weeks, the company has shared little." Munster added, "Alexandr Wang, Meta's Chief AI Officer, has said usage is running 'well ahead of internal projections' and he framed it as the biggest consumer AI launch since ChatGPT, with heavier U.S. download volume than Threads, WhatsApp, and Facebook combined. So tonight will be the first time we hear from Zuckerberg on Muse. Fingers crossed for some juicy data points." Brian Sozzi is Yahoo Finance's Executive Editor, host of the ' Power Players With Brian Sozzi' podcast and a member of Yahoo Finance's editorial leadership team. Follow Sozzi on X @BrianSozzi , Instagram , and LinkedIn . Tips on stories? Email brian.sozzi@yahoofinance.com. Read the latest financial and business news from Yahoo Finance
AI 시장 분석
IBM Vice Chairman Gary Cohn expressed privacy concerns regarding Meta's new AI agent Muse. On the other hand, Muse is creating a box-office sensation, recording 2.8 million downloads in just 12 days since its release, surpassing ChatGPT's early record. Due to this, Meta's stock price has surged 20% over the past two weeks, drawing market attention.
상승 영향
- AI — Meta's Muse recorded 2.8 million downloads in just 12 days, showing an initial adoption rate surpassing ChatGPT, expecting benefits from AI service popularization.
하락 영향
- Software — As concerns over privacy and data collection spread, the risk of strengthened privacy regulations may be highlighted.
DYAX 전담 분석
Meta's AI agent Muse recorded 2.8 million downloads over 12 days in the US and Canada App Stores during its early release, overwhelming ChatGPT's 1.3 million, and set a new daily record of 264,000 downloads on September 19. As a result, Meta's stock surged 20%, proving strong growth momentum.
In the bullish scenario, CEO Mark Zuckerberg's Meta Connect keynote will feature additional user metrics and smart glasses integration plans as positive catalysts, sustaining the upward stock trend. In the bearish scenario, if privacy concerns escalate into regulatory risks, short-term profit-taking could emerge, requiring close monitoring of download retention metrics.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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