Daytona CEO Ivan Burazin shared an estimate, citing Kenneth Auchenberg's math, that Meta's Muse agent needs roughly 65,000 CPUs and 75 petabytes of DRAM — about $2.8 billion in infrastructure — to serve 100 million users. Scaled to Facebook's 3 billion-user footprint, the back-of-envelope figure reaches some $84 billion, more than Meta's entire 2025 capex.

The estimate landed hard in tech-exec circles: Box CEO Aaron Levie picked it up with the warning that "the compute needed for the stage of AI we're about to enter is going to be insane," and Elon Musk replied "People have no idea." It tracks with what is known — each Muse user gets a cloud VM with 8 GB of RAM for their agent — and with a separate report that Muse drove renewed server-CPU demand on AMD EPYC hardware after its September 8 launch.

Caveat: this is one executive's envelope math amplified by X, not a company disclosure. But it is the first concrete unit-economics number attached to Muse's free tier, and it reframes the agent race as an infrastructure-spend race — exactly the lens the labs themselves are starting to use.