The fastest-growing AI application since ChatGPT

Meta's Muse is the fastest-growing AI application since ChatGPT—behind this product launch lies an event of unprecedented computing power demand. In just 12 days, downloads reached 2.8 million, compared to 1.3 million for ChatGPT in the same period. Daily active users hit 642,000, while ChatGPT had 231,000. Muse ranked first in both major app stores. It once drove Meta's market value up by $192 billion in a single day.The market has overlooked this point: every Muse user can access a free cloud computer—a persistent Ubuntu VM, root file system, and isolated storage. Chatbots rent you tokens, agents rent you machines. Regardless of whether you are actively interacting, the machines still require memory and storage.According to my calculations: each user maps to 2 vCPUs (AMD) + 8GB RAM (Micron, SK Hynix) + 100GB SSD (SanDisk). When user count hits 3.4 million, that's already 27 PB of DRAM and 340 PB of NAND. Meta can cross-promote to 3.6 billion people. If users reach 100 million, that's 800 PB of DRAM and 10 EB of flash storage.The memory footprint required by agent workloads is even larger than previous training tasks. Each agent that keeps your inbox, calendar, and shopping cart in context relies on persistent memory computing, running around the clock.