Muse Agent could be the next ChatGPT moment. I believe Muse may be one of the most significant inflection points in this wave of AI, with the potential to become the next ChatGPT moment. Until now, market sentiment around AI has primarily revolved around GPUs, training, and large model capabilities—but Muse is the first to show the market the real possibility of agents大规模 entering the consumer space. AI is evolving from a chatbot that tells you what to do, to a personal assistant that acts on your behalf—helping users handle shopping, emails, payments, customer service, marketing, and even cross-platform tasks. For small businesses, tasks previously requiring teams for customer service, operations, marketing, and IT could soon be handled by just a few agents, directly reducing labor and execution costs. This is why the inflection point for agents is when ordinary users first clearly see the ROI AI delivers: saving time and money. That’s also why I don’t think this Muse moment should be viewed merely as one app from Meta succeeding. Once mass adoption of agents begins, demand will expand beyond training GPUs to encompass the entire AI infrastructure—increasing consumption of tokens and compute across inference, CPUs, memory, networking, storage, optical components, power systems, and data centers. Companies like AMD, ARM, MU, MRVL, COHR, LITE, AAOI, IREN, CIFR, NBIS, and CRWV are essentially all trading on the same underlying trend. And this time, it’s not just hardware that benefits—software and application layers will also be revalued. Platforms like Expedia, Shopify, and Instacart, which integrate into the agent ecosystem, could soon see AI directly completing tasks for users: booking hotels, shopping, grocery delivery, and payments. Agents will evolve from traffic entry points into transaction entry points. I’m also eager to see Apple, Google, and Tencent launch similar products—they already control device ecosystems, search, social networks, e-commerce, or payment gateways. Once agents are truly embedded into their platforms, mass adoption of AI could accelerate even further. ChatGPT made everyone realize AI could converse with humans; the next phase may be making everyone realize AI can truly act on your behalf—shop for you, spend for you, and generate revenue for businesses.