Getting a ton of utility out of Muse. This may take a minute to catch on because it’s truly a modality shift but here is what I used it for so far. - optimized my credit card rewards. No less than 1000 bucks saved so far. I have five expensive credit cards. I have no idea what rewards map to what. the dude found every reward for every card, with all of my credit card bills and the apps I have to see where everything fit , and swapped out or loaded the credit card wherever it needed to do so. For this use case alone I’m sold. I’m so bad at doing this and it pisses me off. Just give it your logins and let it rip. - dinner reservations with deep dives to find available restaurants. - email cleanup and daily updates of what I need to follow up on - unsubscribe from all marketing emails crowding my gmail - email draft and send - hotel pricing and planning - research and bought a new laptop for my daughter I have not been intensely focused on what else I can do, but I will say after one week this is my new assistant. I will give it access to mostly everything to make it hum. Really feels like a ChatGPT moment but it may take a little time.

I spent the week at the AI Infra Summit in Santa Clara. Pretty uneventful conference overall, but the narrative continues to accelerate. Kind of beating a dead horse here but here you go… Eight more neoclouds every hour on the hour. These are financing vehicles housing the debt for the l labs and the hypers, but it’s still just open AI and Anthropic under the hood driving much of the consumption. Offtake owns the market. $NVDA orchestrating this giving one year backstop + 20% operating cushion and now buying up colo capacity so the financing vehicles can build the neo cloud via colo. really masterful GTM. predatory but masterful. The pace of this is growing faster and faster. NVDA hangs this out there with the requirement that has to be deployed by X date (so they get revenue recognition fyi) and if you can’t hit that date, you lose the allocation. This is causing quite the acceleration. The big Jensen clouds are only working on labs it seems as they got first dibs and are not taking any other business. Aka Lambda. Notice they killed their token factories for the most part. It will be interesting how that plays out although the founders will have already taken billions off the table. I don’t think anybody cares about Neo sustainability, except for maybe $NBIS. That lack of a concern for LT sustainability is a bright red flag. A few other neos doing some cool things though so I don’t wanna be totally dismissive there. Lots of bare metal only though because that’s the lab desire $AMD using similar tactics with less scale and interest because Nvidia rules the market. AMD seems more choked on supply chain. They’ve downgraded a couple clouds I know from current to older gen. Fireworks, baseten, together remain the other critically important demand side players. If anyone thinks these are some lesser clouds because they’re not public guess again. this is the layer two power in the market with Nebius. This group is thankfully seeing more logos. that is welcome news because, guys, this market right now a jenga tower with two pieces keeping the entire industry afloat at the bottom. do not lose sight of that Jensen playing a game to subsidize the labs until the compute catches up and gross margin can be positive including training because it’s really dumb to exclude that. It’s clearly bloat on training thats causing the FCF concerns. Inference absolutely prints money today on blackwells. Compute buyers are 99% neo clouds right now for non $NVDA/ $AMD . Can’t break into the hypers because they don’t want to manage an ASIC and all they care about is cost per mill. enterprises are still mostly via cloud. neos driving the market forward will buy any and all compute they can find and pre-sell. They’re getting about 30% down on the pre-sale for a deployment six months out. They transact this at whatever the minimum debt coverage ratio is on their loan facility is to build as much scale as they can quickly. They will pay $NVDA full list with a smile on their face. The old timer DC guys think it looks like the Internet roll out with the financing vehicles, but those with the more optimistic / those that understand the impact of coding and how it drives compute consumption have a different view and remain fantastically bullish. I am one of those people. if we get one more use case, it’s all to the moon. Anecdotally if OpenAI really submitted a Nobel level response to the math problem it’s a game changer for everything. Frontier goes to something else. Open source explodes for cheaper coding because why would you let your India back office develop some stupid feature using a Nobel winning model and incur all that cost? Muse is really goos and while Claude and openai anthropic could’ve nailed it in a second, they’re too focused on AGI to do something so simple and practical, and I think it’s great for the market that meta really nailed something. Muse gonna blow up fast.

I know everyone’s looking at the restaurant reservation use case with Instinct/Muse and while it’s super simplistic, it’s fucking great. I would never take the time to hunt like this myself. This is real time savings and a new unlock. It’s got my AMEX platinum RESY and my OpenTable, etc. I like this. I’ve eliminated now two recurring subscriptions I didn’t know about and i’ve optimized my credit card rewards, which I’m terrible at because I have too many cards and I travel a lot. 10/10 will pay for this. Funny how the modality shift and a couple tweaks on how it saves passwords really does flip your mindset a bit. CPU usage just through the roof. wow.