Meta Muse gives every user a cloud VM, and 100M users would mean a chip problem
AccBalanced · x · 2026-09-22
demianai notes Meta's Muse provisions each user a dedicated cloud PC (2 vCPUs, 8GB RAM, 100GB disk) — if left always-on, user growth becomes a chips-and-memory problem.
AccBalanced sizes it up: Muse is 13 days old, US-only, under 1M iOS downloads, maybe 1-2.5M total accounts and close to a million live VMs. Scenarios: 30M users in a year if it stays messy, 100M in a year if WhatsApp works, 250M if forced through WhatsApp/Instagram. At the middle 100M scenario, 126-core EPYCs fit only 60 VMs per chip unshared — sharing means more capacity but less of a private machine. Meanwhile Meta's first Muse TV ad airs this weekend, announced by Alexandr Wang.
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