After Muse hit No. 1 on the App Store and sent Meta shares sharply higher last week, Meta has now moved Muse squarely into the business market over two consecutive days. On Monday, Sept. 28, it launched Meta Enterprise Platform, a new unit for corporate customers, and hired MongoDB CEO CJ Desai to lead it. On Tuesday, Sept. 29, it followed with Muse for Small Business, an AI assistant for small business owners. The moves show that Meta, which has relied on advertising for nearly all of its revenue, is trying to turn its consumer AI success into business revenue and compete head-on with OpenAI, Anthropic and Google.
Meta Enterprise Platform: MongoDB's CEO to Lead Enterprise AI
Meta Enterprise Platform is a new business unit built to sell AI services to companies and developers. Initially, Meta will bring its core technology stack to market, including the Muse agent, Meta Business Agent, Muse API and the Muse Code coding tool. Some analysts see it as an attempt to build an enterprise services business along the lines of Amazon Web Services and Google Cloud. Leading the effort is CJ Desai, who takes the title of Chief Enterprise Platform Officer and reports directly to Mark Zuckerberg. Desai previously held senior roles at ServiceNow and Cloudflare before becoming MongoDB's CEO in November 2025. He reportedly received an offer directly from Zuckerberg attractive enough that he walked away from his MongoDB pay package and severance.
MongoDB Shares Drop 19% After Losing Its CEO to Meta
Desai's immediate resignation hit MongoDB hard. MDB shares fell more than 26% early Monday before closing down 19%, and the board reappointed Dev Ittycheria, who led the company for 11 years, as interim CEO. The timing made matters worse: Desai had been in the job for less than a year, had been the company's main voice on MongoDB's fit for AI agent development, and the company's annual investor day was the very next day. The episode shows how fierce the competition for top executives has become in the AI era, and how quickly it can move a company's valuation.
Muse for Small Business: AI Built Into the Tools Businesses Already Use
Muse for Small Business is not a separate app but a new set of capabilities inside Muse that connects to software small businesses rely on, including Asana, Canva, Dropbox, Figma, Intuit QuickBooks, Lovable, Notion, Shopify, Slack, Stripe and Zoom, as well as Meta ad accounts, Facebook pages and professional Instagram analytics. Meta's bet is that an agent with context across the whole business will be more useful than a stand-alone chatbot. Owners can ask Muse to analyze sales, ad campaigns and social activity and draft a growth plan, and the agent learns what a business sells, its brand voice and the questions customers ask most. Muse is currently free with usage limits, with a paid tier for heavier use, but Meta has not announced business-specific pricing.
Meta's Edge: 200 Million Small Businesses on Facebook
Meta's advantage over rivals like OpenAI and Anthropic is a relationship with small businesses built over nearly two decades. The company says about 200 million small businesses are on Facebook, many already using Meta's ad tools, which gives Muse access to campaign and customer data from day one. Zuckerberg called Muse the centerpiece of Meta's AI strategy at Meta Connect last week, and the launch timing overlapped with OpenAI's developer day, underscoring Meta's intent to compete seriously for the business AI market.
What It Means for Investors: From Selling Ads to Selling AI
For investors, the key question is whether Meta can diversify a revenue base that depends almost entirely on advertising. If Meta converts its hundreds of millions of small business users into paying AI customers, its revenue mix could shift faster than the market expects, and some analysts note that enterprise-focused businesses tend to command higher valuation multiples than consumer ones, which could support Meta's valuation over time. Still, Meta must prove that businesses will use Muse regularly, trust it with important tasks and actually pay, and pricing has yet to be disclosed. META shares have started to cool after rallying roughly 25% in September. Key items to watch are business pricing, business user numbers and progress on Meta Enterprise Platform in the next earnings report.
