Muse has been online for 13 days, squeezing out ChatGPT, flying AMD, and even forcing Amazon to directly shut it down These days, Muse has almost flooded the overseas AI community, but few people in the Chinese community have spoken about it yet. I went through this wave of popularity from scratch today and found that its most exaggerated aspect is not being at the top of the download list, but that in just two weeks, it has already brought technology companies, retail platforms, and the US stock market together. Launched on September 8th, it surged to the top of the free list on the US App Store in the second week, while ChatGPT was pushed behind. As of September 21st, downloads have reached the 2.5-2.8 million level. Then Shopify opened the door and asked it to help the user with the checkout, while Amazon blocked its purchasing access. An AI that has just been online for more than ten days has started to spark discussions among giants about a question that no one had seriously considered before: Do users still need to open apps themselves in the future? The real difference between Muse and ChatGPT is not who is better at work. Both ChatGPT and Claude can now do tasks such as booking tickets, filling out forms, sending emails, organizing calendars, shopping, and running browsers. The things that Muse finds more difficult to replicate are Meta's Instagram, WhatsApp, Facebook, and the content and interest data accumulated by these platforms. For example, if you ask it to find bars in New York that are currently popular and appealing to your taste, it doesn't just organize a few results from the webpage, but can directly flip through the Reels recently posted by local creators on Instagram: Who has just been there, which store is currently popular, and what the scene looks like? Just say 'show me the video' and the content will continue to come out. Google is more like telling you what everyone is searching for, while Instagram is where billions of users and creators are actually watching, filming, and liking things every day. This data layer is difficult to fill with OpenAI and Anthropic. So Muse's real strength lies in integrating agents into Meta's own ecosystem. In the future, it can even understand what you like more and more, and directly search, choose, and buy for you. Whoever controls the agent has the opportunity to control the traffic portal of the next generation Internet, which is why Shopify is willing to open the door, and why Amazon is blocking it. Then the capital market began to crazily trade this matter. On September 21st, Meta rose 11.4%, AMD rose nearly 10%, and its market value reached $1 trillion for the first time. Intel rose 12%, and Arm rose 17%. The market is betting that if billions of people raise an agent that runs tasks for them 24 hours a day in the future, AI will no longer only consume a few seconds of computing power during chatting, but a complete set of continuously online CPU, GPU, and cloud resources. ChatGPT has made ordinary people accustomed to talking to AI, and Muse wants to use Meta's already mastered social relationship, interest, and content data to let AI not only know how to do it, but also increasingly know what you want.