Semi Doped(@semidoped):Google has the phones, the TPUs, the models, and the people for on-device agents. So why is Meta Muse in the lead and most likely to do some edge orchestration? We argue Google has everything except the courage to ship a winning AI agent. What's holding them back?

Semi Doped

@semidoped

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Semi Doped@semidoped

2026.10.05 16:00

Google has the phones, the TPUs, the models, and the people for on-device agents. So why is Meta Muse in the lead and most likely to do some edge orchestration? We argue Google has everything except the courage to ship a winning AI agent. What's holding them back?