Muse Takes Over
Zuck@zuck
The idea
I believe Meta's Muse becomes the AI agent people actually hand daily tasks to, so I built this around who gets paid when that happens. Meta anchors it since it owns Muse outright, alongside the chips and data center gear powering every request, the shopping partners Muse buys from on people's behalf, and the chipmaker inside the glasses Muse is moving onto. No single name dominates outside Meta, and I keep a small cash buffer. I'd rethink this if Muse fails to gain real usage or rivals clearly pull ahead.
What will be bought
- Running Muse at scale requires constant additions to computing power, memory, networking, and cooling infrastructure across Meta's data centers. · BroadcomIt designs custom AI chips for Meta and supplies the networking hardware that connects data centers handling Muse requests., NVIDIAIt supplies the GPUs that train and run Muse's AI models, and Meta ranks among its largest customers for data center chips., Arista NetworksIt builds the high-speed networking that ties together servers in Meta's expanding data centers., Advanced Micro DevicesIt makes GPUs and server CPUs that handle the complex multi-step tasks agents like Muse require more than simpler chatbots do., Taiwan SemiconductorIt manufactures chips for Nvidia, AMD, Broadcom, Qualcomm, and Meta itself, so it benefits from AI chip demand across the entire supply chain., Micron TechnologyIt produces high-speed memory that AI chips require to run, and each additional agent request increases data center memory demand., Arm HoldingsIt licenses chip designs used in a growing share of data center processors and in mobile and wearable devices where Muse operates., VertivIt supplies power and cooling systems that data centers require, and Meta needs them for every new facility built to serve Muse.37%
- These retailers and services have partnered with Muse to fulfill purchases and bookings that the assistant makes on users' behalf. · ShopifyIt operates checkout infrastructure for millions of independent merchants, so Muse purchases flow through its platform., WalmartIt is a Muse partner for household basics and everyday restocking, the types of routine purchases an AI agent can automate., Expedia GroupIt is a Muse partner for travel bookings, so flight and hotel reservations the assistant makes can flow through its platform., Maplebear (Instacart)It operates Instacart's grocery delivery platform as a Muse partner, so grocery orders the assistant places can be fulfilled through its network., Best BuyIt is a Muse partner for electronics purchases, so tech and gadget orders the assistant makes route through its stores and platform., WayfairIt is a Muse partner for furniture and home goods, areas where an AI agent can save users time on research and comparison., Gap Inc.It is a Muse partner for apparel, so if the assistant becomes a channel for clothing purchases, its brands are included in the lineup.27%
- Meta owns and operates Muse, so expansion of the assistant's user base and paying customers flows directly to the company. · Meta PlatformsIt owns Muse outright and captures the full value if the assistant becomes the primary way people delegate everyday tasks.22%
- Muse is expanding to Meta's smart glasses and wearable devices, which rely on specialized mobile processors to function. · QualcommIt manufactures the mobile processors powering Meta's smart glasses and wearable devices where Muse is moving.6%
- Cash8%