Meta's new Muse agent gives every user a dedicated virtual machine in Meta's cloud. A full computer, with its own browser, that keeps working after you close the app. That one architecture decision explains the entire AI capex story better than any earnings call. A chatbot is cheap. You ask a question, the model runs for a few seconds, then the GPU moves on to someone else. Millions of people can share the same hardware because almost nobody is mid-query at any given moment. An agent flips…