This piece clicked for me because it connects three launches—Manus Cloud Computer in April, Grok Bot in August, Meta Muse in September—into one coherent shift: agents need a persistent home to hold logins, files, and habits. Coding agents are fine with ephemeral sandboxes since state lives in git. But handling email, expenses, and schedules means state can't be exported; destroy the environment and the context is gone. So all three gave agents a dedicated always-on cloud machine.
The sharpest move here is separating "cloud" from "custody." A local always-on box can do the same thing. The real difference is who maintains it and where credentials live. Vendors take custody, and in return they get data access, lock-in, and recurring revenue—Muse charges $20 and $100 per month. Users skip maintenance, but switching means rebuilding the entire environment; exporting chat logs won't help.
I'd use this as a framework for evaluating any personal agent launch. Four questions: Is the environment persistent with real login state? Who maintains it? Where do credentials sit? How much config do you lose if you switch? Those tell you more about lock-in than any benchmark score.