musePOST
Research newsletter: the Muse rally may have bought the wrong layer
The author models agent workloads, token costs and who gets paid to let agents through, arguing Wall Street bought the compute layer while agents still need a human to approve.
Ben Pouladian
@benitozArchived 2026.09.23Originally posted 2026.09.23
Ben Pouladian @benitozOriginally posted 2026.09.23
Wall Street bought CPUs. My agent still needed a human. A billion users isn't a hardware spec. We modeled the workload, the token bill and who gets paid to let agents through. Meta's Muse rally may have bought the wrong layer. https://newsletter.bepresearch.com/p/metas-muse-rally-bought-the-wrong
x.com/benitoz/status/2102548456720191506Archived 2026.09.23 10:19