Good morning Asia,
Some interesting comments from the Citi and GS tech conferences overnight coinciding with the launch of Muse by Meta.
Meta: Launches Muse, a personal AI agent (PR; Sources)
Mark Zuckerberg’s ambition for Muse is to “give every person in the world a very capable personal agent that can understand their goals and can just work on their behalf 24/7.”
Zuckerberg’s ambition is to build something he can hand to anyone in his family, regardless of their technical ability: “I don’t think there are going to be billions of people who are going to buy a Mac Studio and configure it and run it at their home”.
Muse launches with up to 100 million tokens a week for free, plus a virtual machine to work on your behalf.
Sandisk @ Citi TMT
On the NAND demand forecast they put out for the Analyst Day - “every time we’ve revised it recently, we’ve gone up.”
The two most sensitive variables are: