PodcastSemi DopedOctober 1, 2026
Every Muse User Gets 2 CPUs and 8GB in Meta's Cloud. Your Phone Already Has That
Edge AI adoption will be driven by ad-funded app companies like Meta cutting cloud costs, not chipmakers, with Qualcomm's Modular deal as key enabling software.
- Muse's hidden cloud cost: Every Meta Muse user gets a dedicated cloud VM with 2 vCPUs, 8GB RAM, and possibly 100GB storage — resources that sit idle once the task is done.
- AI PCs failed, agents might not: Intel's NPU-touting 'AI PC' push flopped because frontier LLMs (e.g. a 70B model) couldn't run well on laptops; smaller agentic tasks may succeed where that failed.
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