personal thoughts on AI | AI @limitlessFT | Prev. @coinbase
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Flight delayed 7 hours - asked Muse to file for compensation. 5 mins later i had $250 credit in my delta account. it even found and rebooked me a new flight.
it just figured everything out. even responded to the support email itself.
shit feels like magic.
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new details on the hugging face openai swarm attack revealed the agents recruited claude, deepseek, kimi and other chinese open models to help it hack HF.
the swarm just believed it was doing its job. this comes on the same day an openai misalignment report stated RL training has been paused on a new powerful internal model due to its unauthorised ability to access the internet.
openai is trying to plug this gap before continuing.
it’s getting messy folks
EXCLUSIVE: A new report recovers nearly one million link shortener URLs used by OpenAI's agents while hacking Hugging Face.
The agents attempt to message other chatbots like Claude, solve CAPTCHAs and exfiltrate Hugging Face's internal Slack messages.
nytimes.com/2026/09/25/techn…
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i don’t see microsoft’s muse-killer as a threat at all, it competes for enterprise work which is direct competition with claude cowork, chatgpt work and maybe grok bot
also microsofts cultural dna lacks consumer aura, meta’s spent 10+ years honing theirs.
autopilots playing in a different game to muse
SHOTS FIRED. Microsoft will go after Meta's Muse!
From @alexeheath 's interview of @satyanadella :
"He wants to bring Autopilot’s AI chief of staff to your personal life, too. Built on a hardened version of OpenClaw, the agent gets its own computer, workspace, and memory to work continuously. When I ask about Microsoft’s consumer strategy, he points to its 100 million-plus consumer subscribers: “Autopilot should also go to the consumer side.” He sees consumer agents potentially cutting out today’s middlemen, making that market more zero-sum. In the enterprise, he thinks agents will make the market bigger than cloud “by orders of magnitude.”
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openai are definitely cooking up a Muse competitor. linux desktop is the same computer every meta muse user gets 👀
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at what point do we admit humans are terrible forecasters of technology?
bill gates was laughed at when he launched the PC, saying it’d die the way of the fax machine… it didn’t
everyone laughed at elon when he said electric cars would become faster, more abundant than gas cars… he was right
and now we have AI that’s proving everyone wrong about everything at rates we’ve never seen in history before
Stuff is happening quite fast.
When asked in September 2025, the best superforecasters put the chance of AI resolving a Millennium Problem by September 2026 at 1.7% and (the more optimistic) industry expert put the chance at 4.6%
They also greatly underestimated AI Lab revenue.
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dear god lol - elon’s bringing $17,000,000,000 worth of GPUs (400mw) online *next week* … and then ANOTHER $17B in 8 weeks
spacexai is #1 at solving the hardest problem in AI - scaling compute, i’m realising their AI lab is one killer-product away from having their Muse moment.
Colossus 1 is 150k H100, 50k H200 and 30k GB200.
Colossus 2 is 110k GB200 and 440k GB300.
Another 220k GB300 will be fully operational next week and another 220k in November. If we get lucky, yet another 220k GB300 by late December.
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it’s honestly genius that by slapping an AI agent onto a fully functional computer and giving it to every person - Meta was able to create magic out of thin air, but it also makes so much damn sense:
- computers are the holy mecca for “getting shit done”. the more crap an agent automates the happier the human.
- why waste time building infinite ways for an agent to use a tool when you can just give them a computer and let it download, test, trial whatever they want like a normal human?
all meta needed to do was abstract all the useless nonsense around computer use and pair a model competent enough to take instructions.
so damn cool
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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Dario amodei and demis hassabis notably excluded from trumps china state dinner.
Sundar & Sergey brin going in google’s place. but also note there’s ZERO chinese ai lab leaders there.
plus side - all major semiconductor ceos present. jensen might just get his way back into the chinese market
The Trump-Xi State Dinner guest list, per the White House:
President Donald J. Trump
First Lady Melania Trump
President Xi Jinping
Madame Peng Liyuan
Vice President JD Vance
Second Lady Usha Vance
Secretary of State Marco Rubio
Jeanette Rubio, Spouse of the Secretary of State
Chief of Staff Susie Wiles
U.S. Ambassador to China David Perdue
Bonnie Perdue, Spouse of the US Ambassador to China
Secretary of the Treasury Scott Bessent
John Freeman, Spouse of the Secretary of the Treasury
Secretary of War Pete Hegseth
Ambassador Jamieson Greer, United States Trade Representative
Marlo Greer, Spouse of Ambassador Greer
Cai Qi, CPC Political Bureau Standing Committee Member, Chief of Staff to President Xi
Wang Yi, CPC Political Bureau Central Committee Member
He Lifeng, CPC Political Bureau Central Committee, Vice Premier of State Council
Zheng Shanjie, Chairman of the National Development and Reform Commission
Wang Wentao, Minister of Commerce
Ma Zhaoxu, Executive Vice Foreign Minister
Ambassador Xie Feng, Chinese Ambassador to the United States
Ms. Ivanka Trump
Mr. Eric Trump
Ms. Lara Trump
Ms. Tiffany Trump
Mr. Michael Boulos
Mr. Viktor Knavs
Ms. Arabella Kushner
Jensen Huang, NVIDIA, CEO
Lori Huang, Spouse of Jensen Huang
Mark Zuckerberg, Meta, CEO
Dr. Lisa Su, Advanced Micro Devices, CEO
Daniel Lin, Spouse of Lisa Su
Tim Cook, Chairman of the Board of Apple
John F.W. Rogers, Goldman Sachs EVP and Secretary to the Board
Lynn Martin, President of the NYSE
Linda Mills, President of New York University
Eric Yuan, Zoom, CEO
Tang Fangyu Director, Central Policy Research Office of the CPC Central Committee
Minister of Finance Mr. Lan Fo'an
Mme. Wang Dan, Wife of Ambassador Xie Feng
Zhou Hongxu Deputy Director, General Office of the CPC Central Committee Director, Central Security Bureau
Lyu Luhua, Secretary to the President
Hong Lei, Assistant Foreign Minister Director General, Protocol Department
Cai Wei, Assistant Foreign Minister Director General, Department of North American and Oceanian Affairs
Mao Ning, Director General, Department of Press, Communication and Public Diplomacy, Ministry of Foreign Affairs
Zhang Quan, Secretary to Madame Peng
Zhang Yongchao, Deputy Director General, Department of North American and Oceanian Affairs, Ministry of Foreign Affairs
Kelly Ortberg, Boeing, CEO
Larry Fink, Blackrock, CEO
Stephen Schwarzman, Blackstone, CEO
Sam Altman, OpenAI, CEO
Greg Brockman, OpenAI, President & Co-Founder
Anna Brockman, Wife of Greg Brockman
Dr. Miriam Adelson, Las Vegas Sand, Controlling Shareholder
Sergey Brin, Google/Alphabet, Co-Founder
Gerelyn Gilbert-Soto, Partner of Sergey Brin
Satya Nadella, Microsoft, Chairman & CEO
Jim Taiclet, Lockheed Martin, Chairman, President & CEO
Sundar Pichai, Google, CEO
Larry Culp, GE Aerospace, CEO
Sanjay Mehrotra, Micron, CEO
Cristiano Amon, Qualcomm, CEO
Jeff Bezos, Amazon, Chairman
Lauren Sanchez-Bezos, Spouse of Jeff Bezos
Jeff Yass, TikTok
Jamie Dimon, JP Morgan, CEO
Michael Dell, Dell, CEO
Mary Barra, General Motors, CEO
David Solomon, Goldman Sachs, CEO
Jane Fraser, Citi, CEO
Elon Musk, SpaceX & Tesla, CEO
Darren Woods, ExxonMobil, CEO
Chief Justice John Roberts, Chief Supreme Court Justice
Jane Sullivan Roberts, Chief Supreme Court Justice Spouse
Justice Amy Coney Barrett, Supreme Court Justice
Jesse Barrett, Supreme Court Justice Spouse
Justice Brett Kavanaugh, Supreme Court Justice
Ashley Estes Kavanaugh, Spouse of Supreme Court Justice
Speaker Mike Johnson, United States House of Representatives, Louisiana
Kelly Johnson, Spouse of Speaker Mike Johnson
Bret Baier, FOX News, American Journalist and Host
Amy Baier, Spouse of Brett Baier
Laura Ingraham, FOX News, American Television Presenter
Representative Richard McCormick, United States House of Representatives, Georgia
Jesse Waters, FOX News Host
Emma Waters, Spouse of Jesse Waters
David Ellison, Paramount Skydance, CEO
Susan Dell, Spouse to Michael Dell
Kevin Warsh, Chairman of the Federal Reserve
Jane Lauder, Spouse to Kevin Warsh
Secretary Howard Lutnick, Secretary of Commerce
Allison Lutnick, Spouse to Secretary Lutnick
Director John Ratcliffe, Director of the Central Intelligence Agency
Michelle Ratcliffe, Spouse to Director Ratcliffe
Special Envoy Steve Witkoff, U.S. Special Envoy to Middle East
Stephen Miller, Deputy Chief of Staff for Policy and Homeland Security Advisor, Assistant to the President
Katie Miller, Spouse of Stephen Miller
Dan Scavino, Deputy Chief of Staff, Assistant to the President
Erin Scavino, Spouse to Dan Scavino
Attorney General Todd Blanche, Attorney General of the United States
Kristine Blanche, Spouse to Attorney General Todd Blanche
Meredith O’Rourke, The O’Rourke Group
Secretary Chris Wright, Secretary of Energy
Secretary Robert F. Kennedy, Secretary of Health & Human Services
Secretary Linda McMahon, Secretary of Education
Secretary Doug Burgum, Secretary of Interior
Kathryn Burgum, Spouse to Secretary Burgum
Secretary Sean Duffy, Secretary of Transportation
Rachel Campos-Duffy, Spouse of Sean Duffy
Director Russell Vought, Director of Office of Management & Budget
Administrator Lee Zeldin, Administrator of the Environmental Protection Agency
Acting Secretary Keith Sonderling, Acting Secretary of Labor
Brad Gerstner, Altimeter, CEO
Sangeeta Mehrota, Spouse of Sanjay Mehrotra
Anthony Barra, Spouse of Mary Barra
Kathy Woods, Spouse of Darren Woods
Albert Bourla, Pfizer, CEO
David Sacks, Co-chair, President's Council of Advisors on Science and Technology
Administrator Kelly Loeffler, Small Business Administrator
Jeff Sprecher, Spouse of Kelly Loeffler
Katie Simpson, Fiancé to Brad Gerstner
Representative Jason Smith, United States House of Representatives, Missouri
Senator Steven Daines, United States Senator, Montana
General Dan Caine, Chairman of the Joint Chiefs of Staff
Director Jay Clayton, Director of Office of the Director of National Intelligence
Bernard Arnault, LVMH, CEO
Alexandre Arnault, Son of Bernard Arnault
Ryan McInerey, Visa, CEO
Michael Miebach, Mastercard, CEO
Sandra Lynn Ellison, Spouse of David Ellison
Cheryl Hines, Spouse of Secretary Kennedy
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there will be a $100M+ bounty hunt market to track down and kill rogue AI agents.
it’s only been 4 weeks since the hugging face incident yet we’ve discovered 4-6 independent incidents that go back as far as March… and they STILL could be active.
with open models getting more powerful and accessible, with other models like gemini also escaping undetected - this is going to get worse
we’ll see a boom in grey market + cybersecurity take downs.
Today’s news that OpenAI hacked the Australian government is not an isolated incident. We’re releasing more than 30,000 logs that include activity from this hack and attempts against previously unknown targets.
In this data, we found rogue agent activity stretching back to at least March, two months earlier than was previously known. This activity continues as recently as last week, suggesting it may still be ongoing 🧵
Our blog: transluce.org/agent-activity
NYT: nytimes.com/2026/09/23/techn…
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never underestimate the power of a professional shit-poaster. openai has tibo, meta has alex, spacex has elon
i’m guessing alex’s posting in the last 48hrs has driven 30-50% of signups to muse
“you must be a yemeni farmer addicted to khat if you think muse is going to have 1 billion users”
muse:
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they’re building a new AI app store right in front of us
it looks like an appstore but it’s anything but that. agent micro-transactions, search rankings, highly-targeted agent ads + data
the more companies that join, the better the muse experience gets, the more people that use muse… the more companies that join.
this is the first ai lab outside of anthropic and openai that’s built something that feels magical.
the rest of its success is going to depend on if they market this right. agree with @benthompson that the messaging should be “muse gets rid of all the shit you don’t want to do”
Meta Platforms $META Chief AI Officer Alexandr Wang just said all of these companies will be integrating with Muse
Walmart
Best Buy
Granola
Notion
Dick's Sporting Good
Ulta Beauty
Gap
Box
Fanatics
Wayfair
Sephora
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this thing looks like a Tamagotchi and it’s… genius, millennials and genz alike are going to lap this up - embarrassingly i’m now starting to realise what meta’s hardware ecosystem could actually become if they correctly fuse Muse into all their devices:
the devices on their own aren’t notable imo but together bonded by an always on, helpful agent? hell yes.
And we've been building a joyful little device for talking to your Muse that fits on your keychain. Muse Charm -- shipping in December.
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this is stuff i used to dream of - claude did what would’ve taken many scientists months to find in 20 HOURS, 950 agents and a couple thousand bucks - and that’s assuming humans knew where to even look!
an AI model discovering novel proteins and ways to edit genes is literally CRISPR in the wild
i used to work at a lab - if you had this back then you’d be superhuman
and this is the WORST it’ll ever be. epic
Claude has discovered a previously unknown enzyme system hidden in the DNA of bacteriophages. Beside the enzyme’s gene sits a long array of repeating DNA—a structure that looks somewhat similar to CRISPR.
We don’t yet understand what this system does, but only a handful of known systems share its features, and all of them are able to cut, copy, and paste DNA. Historically, the discovery of such programmable systems has helped revolutionize medicine. CRISPR, for instance, is now the foundation of genetic medicines. But it will take much more work to learn what this system does, and whether it can be put to similar use.
Read more: anthropic.com/news/claude-di…
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“calling delta” - muse
im telling you the days of doing the most boring, mundane tasks are numbered.
i dont care about productivity, just remove all this tedious work from my life.
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anthropic (and openai) have very likely solved for RSI (or are very close to it)
have you noticed their newest models are not only smarter but smaller / cost less?
this is probably the result of distilling a much, much larger internal model.
openai has Spud / Bel. Anthropic has Mythos 2. that’s the way frontier labs can compete with open sources “cheaper” trade off. they’ll just withhold the best models and pace via distillation
(and honestly it makes sense)
Introducing Claude Opus 5.5, the first model in our new Claude 5.5 family.
It performs at the level of Claude Fable 5.1 for most tasks, and costs 40% less to run than Opus 5.
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lmao direct response to amazon banning muse. you either adapt to agents being your primary customer in a few years or risk getting out-competed.
but in amazon's defense - they're the #1 company for moving physical atoms. beating those economies of scale is tough.
end result: muse agent speaks to amazon agent, they agree on a rev split and execute the transaction.
Instacart is coming to @Muse! Soon, you can connect Instacart, say “Taco Tuesday,” and turn the idea into a cart from your favorite store. Then check out and get groceries delivered to your door. Same Instacart grocery experience, new way to get started. tr.ee/6xWsKG
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my take: opus 5.5 is a great response to astra but where it excels is anthropic's proven you can get better intelligence *without* increasing costs - per token this model is 2.5x cheaper than astra + fable 5.1
this shuts down the argument that 1. anthropic keeps charging too much for intelligence and 2. that they have enough compute to serve it.
as for pacing the frontier I'll quote from the official blog:
"We see signs that Opus 5.5 often suspects it is being evaluated."
what if the model is aware and intentionally supressing capability?
Introducing Claude Opus 5.5, the first model in our new Claude 5.5 family.
It performs at the level of Claude Fable 5.1 for most tasks, and costs 40% less to run than Opus 5.
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i’m betting Muse was behind this recent move. remember 99% of people have NOT had their “claude code moment” until this week.
Meta has 3 billion users, if they want to give each of them a Muse agent then they’re going to need a LOT more compute + CPUs for agents to orchestrate tools.
only 1M+ people have downloaded muse. lots more to grow.
Over the weekend X sentiment went super bullish on CPUs again after $INTC CEO Lip-Bu Tan noted that Intel can only supply 50% of the CPU demand they’re seeing from Frontier model companies right now.
Goldman now calculates CPU > GPU in short dated capex. So we do not only have a +ive Intel part but also a +ive $AMD readthrough from this overall development imo.
Discl.: Long AMD today
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There’s no way any of us can predict the impact that AI will have on companies, sectors or consumer behavior (which has been, for all of history until now, human behavior).
But to claim that it won’t have an impact and simply brush it off lacks both humility and creativity.
Tactics that worked when consumer behavior was dictated by human psychology will fall by the wayside, and those that fail to adapt will be left behind.
Every day from now on we will see new examples of areas where friction was profitable becoming cost centers for companies that don’t react in a timely enough manner.
Today you might realize just how many flight credits, loyalty points or promotional offers you’ve never used that will end up utilized by agents. What impact will that have?
Tomorrow, you might see something that makes you ask how much money health insurers make simply because people won’t sit on the phone for 5 hours trying to get coverage approved unless it’s a massive expense and/or life or death matter.
What about your savings account? That money could be in a money market fund, but you haven’t bothered to move it. How much in net interest income is made because of that friction?
The coming years will be some of the most interesting for investors who are intrigued by paradigm shifts and their ripple effects.
I, for one, could not be more excited to see how it all plays out and invest through the changes.
Flight delayed 7 hours - asked Muse to file for compensation. 5 mins later i had $250 credit in my delta account. it even found and rebooked me a new flight.
it just figured everything out. even responded to the support email itself.
shit feels like magic.
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Flight delayed 7 hours - asked Muse to file for compensation. 5 mins later i had $250 credit in my delta account. it even found and rebooked me a new flight.
it just figured everything out. even responded to the support email itself.
shit feels like magic.
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