SDSignal Desk

Desk

Business

Strategy, markets, and industry structure.

AISep 21, 2026The Verge

Amazon blocks Meta’s Muse AI agent

Amazon just shut Meta’s Muse out of its storefront — less about one agent, more about who owns the checkout when shopping goes agentic.

AISep 8, 2026The Verge

Meta bets on AI agent Muse to catch up in AI race

After billions spent overhauling an ailing AI position, Meta is pitching Muse as the mass-market agent—ease of use and a privacy story—against OpenAI, Anthropic, and Google.

AISep 4, 2026MIT Technology Review

Architecting memory and storage in the AI era

A Micron-backed Insights brief argues inference has made memory bandwidth and data movement the binding constraint—and turns procurement into a system-design problem for executives.