Meta Muse hits 4M users in 20 days, but Chinese giants can't afford to copy the cloud-VM model
创业邦 · wechat · 2026-09-30
Meta's consumer AI agent Muse reached 4M total users and 600-800K DAU within 20 days of launch, sending Meta stock up 20%. The key technical difference vs OpenClaw/WorkBuddy: Muse runs in Meta-hosted cloud VMs — Meta handles orchestration, security and storage, and only runs its own MuseSpark model — turning user devices into thin clients with zero setup. Copying this model would force Chinese tech giants to absorb massive CPU and storage costs (est. 50M PCs already run local agent runtimes in China), just as investors turn cold on capex hikes, and consumer willingness to pay remains unproven. The author argues domestic giants face a lose-lose choice, with only compute and storage vendors winning.
Related event: Meta's Muse Hits 4M Users in 20 Days(6 posts)→
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