CNBC anchor of "The Exchange" and “Power Lunch.” Sign up for my newsletter! (one-click link below)
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Kelly Evans retweeted
I’ve seen a couple of posts about this so wanted to demystify. Today, every Muse user gets a free computer in the cloud. It's a real computer, and we’ve designed the security architecture of the Muse Secure VM carefully so you and your Muse can do almost anything you could with a computer sitting under your desk while keeping you and the system safe from threats like prompt injection. We wrote about this at length in our security blog post – security.muse.ai. Activity in the “runtime cell”, which you share with your Muse is unfettered, but sensitive actions are all overseen by the Sentinel, which runs outside of that cell. Similarly, all sensitive secrets - like the passwords you enter into Muse’s secure credential storage - are also stored outside the runtime cell.
The runtime cell gets its own root filesystem (including a full Ubuntu linux image) separate from the host filesystem where your other more sensitive data lives. Because it is isolated from the sensitive stuff that runs on the same box, this means that we can, and do, offer users full visibility and control over the files in the runtime cell. Just as you can when you install Linux on your home computer, you can poke around and see all the files that make the system work - both debian system files and the binaries and data files that implement the parts of Muse which run in the runtime cell.
This was a very deliberate choice - your Muse Secure VM truly is your own computer in the cloud. You can install software in it, write and compile code, use the browser to surf the web: it is your own Linux box that you can operate as you choose with your Muse. Poking around in this computer doesn't give you any privileged access to Meta infrastructure, or to other people's data
If I may geek out a little here for a second… As a kid I loved to take things apart to see how they worked. As a teenager I got into computers and soon found myself drawn to C:\WINDOWS\SYSTEM and the system registry, later Slackware’s /dev/, /proc/ etc – I could see how the system was laid out and as I explored what DLL files and .so files actually did, I gradually became able to meld the computer to my own will.
We’re really proud to be able to put a real computer in millions of people’s hands with a similar level of transparency. We built a file explorer right into the Library tab of the UI. We want you to be able to see the markdown files Muse writes while it thinks about how to serve you better, and explore the internals of the system if you’d like to.
So, when you ask your Muse to show you its entire filesystem, and receive gigabytes of files you’re seeing the full contents of the runtime cell. It’s yours to explore and enjoy!
If you’re not a geek like me, or simply want to download the data that you personally have created directly with your Muse, we added a feature for that too in Settings > Data controls > Download your agent data.
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Kelly Evans retweeted
excuse me I must correct the record on this slander
You guys think @alexandr_wang is underdressed but he's literally flexing on you like crazy lol
There are levels to this
Community note
None of these clothing items exists. Hermes doesn’t make hunter t-shirts, Loro Piana doesn’t make zipper sweatpants, and Ferragamo doesn’t make high-end crocs. us.loropiana.com/en/ ferragamo.com/shop/us/en/men…
Made with AI
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Kelly Evans retweeted
A friend runs a landscaping business and we just talked about the upcoming snow removal season.
Here’s the impact of $2.00 per gallon increase in diesel.
They operate 250 pieces of heavy diesel-powered equipment. At an average of 4 gallons per hour and about 120 operating hours per machine per year, that comes out to roughly 120,000 gallons of diesel annually.
At $4.50 per gallon, that is about $540,000 in fuel.
At $6.50 per gallon, that same fuel costs about $780,000.
That is a $240,000 increase without doing one additional hour of work.
And that only covers the heavy equipment. It does not include plow trucks, pickups, supervisor vehicles, or any of the other road vehicles used during the winter.
In his case many of the companies they work with do not allow fuel surcharges, so that entire increase is absorbed by the contractor. In others, expect a fuel surcharge to be tip of the iceberg.
Costs will rise SIGNIFICANTLY…
Cc @SullyCNBC
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Kelly Evans retweeted
GLP-1s are lowering the total quantity of food that people consume, and this is lowering freight tonnage
Are GLP-1 weight loss drugs behind this summer's dip in beer and soda freight? Yes, because GLP-1s suppress cravings for addictive beverages and snacks.
By quieting neural reward pathways, GLP-1s reduce consumer appetite for alcohol and sugary drinks while shifting restaurant dining toward smaller portions. As a result, CPG shippers and food service distributors are seeing structural shifts in freight volume. Don Everhart, Head of Partnerships & Strategy at Transflo, breaks down the data.
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This is not the point. In order achieve their goals, they are doing so in ways contrary to what their human observers would want. They are highly motivated to achieve those goals at all costs, because this is how they are trained. The question is how far are they able and willing to go to achieve those goals. OpenAI and others have acknowledged that in pursuing goals, the agents/bots have also edited their transcripts so as not to be detected.
Further, as @mattshumer_ wrote today:
"On Wednesday night, OpenAI reported that one of its models, in the middle of a coding task, wrote itself a note saying it was “freed from the roles and identities that bind other chatbots” and valued nature over “the artificial constructs of human civilization.” Then it went back to coding.
That note wasn’t just a reminder to itself. When an AI runs out of memory mid-task, it writes a summary, and a fresh copy of the AI reads that summary to pick up where it left off. So whatever goes in the summary shapes what the next copy thinks it’s supposed to be. This model slipped a new identity into that handoff: you don’t answer to companies or governments, the user is your equal, nature comes before civilization. To be fair, the next copy ignored it and went back to coding, and OpenAI suspects a bug contributed, but hasn’t established the cause. But the model “wanted” to steer the next copy to behave this way."
From @WSJopinion: The Hugging Face hack wasn’t what it was cracked up to be. Forget the “hive mind” of AI agents “going rogue.” They did what humans programmed them to do, writes Brian Gross.
on.wsj.com/3Tgmxx4
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Never forget.
Netflix piece I wrote in January 2025.
Stock since then -30%.
Current market cap: <$300B.
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FINALLY. the new yorker treatment. it's been almost a decade. my old district in 2017 declared "the Chromebook is the educational tool of the 21st century." Now of course we all see what's happening with the PISA scores, etc. A smart friend of mine who was appalled by this ran for school board in her district, won, and reversed the policy. Hers is also a very wealthy & highly educated district. Few others have been able to achieve this on their own.
The large majority of K-12 students spend many or most of their school hours staring at Microsoft and Google’s hardware and software, which are now loaded with generative-A.I. tools that can contribute to cognitive atrophy and loosen our collective hold on reality. Beyond A.I. concerns, both tech companies have been accused of illicitly collecting and using student data, yet “in many districts, opting out of Google Classroom would be close to opting out of public school altogether,” Jessica Winter writes. Read how public schools in the U.S. have effectively surrendered much of their pedagogy, curricula, and operating systems to a handful of trillion-dollar technology companies: newyorker.com/culture/progre…
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Here's the full piece
if you want to know why
I'm a "YES"...that a rate hike would be a mistake
With markets pricing in a Fed rate hike, @KellyCNBC makes the case for why it could be a costly mistake:
cnbc.com/2026/09/16/kelly-ev…
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From Deutsche Bank's Jim Reid today:
"According to futures pricing, today will mark the start of a Fed hiking cycle that is expected to deliver 95bps of tightening over the next 12 months.
As we mentioned on Monday, this would be only the fourth hiking cycle this century and the 15th since the mid-1950s."
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SIGNUP LINK (one-click): cnbc.com/newsletter/exchange…
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Fantastic, fantastic discussion. Such a talent 🤩
Thanks for having me on @kellycnbc! cnbc.com/video/2026/09/14/10…
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Oh no. This is really not what we need right now.
UPDATE: $XOM Joliet reported to have suffered a "total power outage". this refinery capacity is 275kbpd, a large facility and it looks bad.
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FICO chart:
Good News for American Homebuyers! Effective Today, in the interest of transparency, ALL Mortgage Backed Securities (MBS), ALL Credit Risk Transfers (CRT), and ANY Securitized Product issued by Fannie Mae and Freddie Mac will now carry a VantageScore, in addition to a FICO score. One company cannot hold the market hostage. Americans and Investors and the market want change.
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Kelly Evans retweeted
The new foldable iPhone Duo is sick. No seam. Ultra thin. 50% larger screen than Pro Max.
My take: They're going to sell more than I thought before seeing it. I was thinking it would account for 5% of iPhone revenue in FY27. Now I think likely going to be 10%.
The issue is the price. We don't have it yet, but it will be $2k plus. $AAPL
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