Is Muse the AI agent we’ve been waiting for? Reed Albergotti (Semafor), Taylor Lorenz (User Mag), and Nitasha Tiku (The Washington Post) unpack the U.S.-China AI race and why America’s obsession with AI doom may not translate abroad. Then, they weigh in on Meta’s buzzy new product and whether its usefulness is worth handing Meta even more of your personal data. Finally, Silicon Valley takes another swing at disrupting college with the new Horowitz Andreessen Academy. Which begs the question, who is this for?