Muse Spark 開放權重：迄今能力最強的美國開放權重模型

Muse Spark Open, the Most Capable US Open‑Weight Model to Date

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Muse Spark 開放權重，成為迄今能力最強的美國開放權重模型。作者認為，前沿模型帶來的智能租金市場並未形成，模型能力達到一定水平後，價格才是用戶選擇的關鍵。Meta 正憑 Muse 的高黏性建立網絡護城河，作者看好其在消費者 AI 領域勝出。

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Like I said last week. I think zucks original llama thesis is proving more correct by the week. The rent market on intelligence never materialized, if you have THE frontier model, you can charge rent (for a few weeks, maybe month). But after a certain capability level it's price that drives the decision.

Zuck is doing the thing he's really good at, and building a moat around the network (Muse is VERY sticky), and now that we're all going to standardize on Meta's model, we're going to optimize the heck out of the infra to run the model making it cheaper for him to scale, thus bringing in more participants to his network, and thus making his network more valuable.

Meta is going to win consumer AI.