Stratechery: Agents aren't just AI — they need a computer, and Meta's Muse is provisioning one
Stratechery · rss · 2026-09-28
Ben Thompson argues that pre-built UI and the app era are dying: messaging is how we'll talk to AI, and agents aren't just AI — they're AI with access to a computer. He highlights Meta's Muse provisioning every US user a VM (2-core, 8GB RAM, 8GB storage) as the infrastructure that makes agents usable by normal people, and demos asking Muse to organize his Instagram recipes — which built him a working app in 5 minutes, mid dog-walk.
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