Articles from robonomics.substack.com
5 kept
- Agent (Muse) Compute Demand - by FD - Robonomics
Estimating Meta’s Muse agent for 100 M DAU, the analysis finds ~0.1 GW CPU/VM power, ~1‑2 GW inference power, requiring ~$800 M CPUs, ~$2 B DRAM, and up to 3‑4 GW total.
- App Store | Age of Agent - by FD - Robonomics
AI agents will bypass the App Store model because they connect via APIs and open protocols (MCP), shifting value from payment to discovery.
- Agentic Commerce
AI agents are shifting commerce from platform-controlled discovery to buyer-driven search, with Amazon, ChatGPT, and B2B sourcing tools like Accio leading early adoption.
- 2026 Predictions - by FD - Robonomics
2026 predictions for AI focus shifting to ROI, self-driving breakout, multimodal AI advances, SpaceX IPO, and agentic commerce disrupting incumbents.
- Search | The Moat of the Search Index - by FD - Robonomics
The author argues that the traditional search index moat is largely gone because AI assistants like ChatGPT use multi-hop reasoning across multiple sources, hiding individual search failures.