an AI infra angle I think should be looked at:
$META Muse runs on a persistent, dedicated VM for each user.
What if this becomes the standard architecture for AI agents?
Agents that can actually use browsers, log into accounts and take actions probably need isolated, secure environments. If everyone starts copying this architecture, virtualization could become a much bigger AI beneficiary than people expect.
That's why I think it's worth looking at $NTNX if the Muse architecture is validated by competition.
They don't need Meta as a customer. The thesis is that enterprises eventually want their own version of this architecture, and Nutanix is already building specifically around agentic AI, VMs, containers and governance.
$AVGO through VMware is another obvious one to watch, and one that I already own.
Very early thesis, but I think there's something here worth watching.
$META Muse runs on a persistent, dedicated VM for each user.
What if this becomes the standard architecture for AI agents?
Agents that can actually use browsers, log into accounts and take actions probably need isolated, secure environments. If everyone starts copying this architecture, virtualization could become a much bigger AI beneficiary than people expect.
That's why I think it's worth looking at $NTNX if the Muse architecture is validated by competition.
They don't need Meta as a customer. The thesis is that enterprises eventually want their own version of this architecture, and Nutanix is already building specifically around agentic AI, VMs, containers and governance.
$AVGO through VMware is another obvious one to watch, and one that I already own.
Very early thesis, but I think there's something here worth watching.