musePOST
研究通讯：Muse 这轮行情可能买错了层
作者建模了 agent 工作负载、token 成本和「谁付费让 agent 通过」的问题，认为华尔街买的是算力层，而 agent 仍卡在需要人类放行。
Ben Pouladian
@benitoz2026.09.23收录原推发布于 2026.09.23
Ben Pouladian @benitoz原推发布于 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/2102548456720191506采集于 2026.09.23 10:19