The Roadmap Leaks, The Valuation Quintuples, The Replies Get Nervous

What people were saying

Today had three separate news cycles stacked on top of each other, which is a lot for a product most people still need an invite to try.

First, @wongmjane posted that a desktop app is in the works that can read and send iMessages and drive local browsers, plus a WHOOP integration for health data. Second, @Forbes reported the valuation went from $500 million earlier in August to $2.5 billion a few weeks later. Third, @sytaylor walked through the Stripe Link tie-up: instead of storing your actual card, the agent now gets a one-time virtual card after you approve. His framing was that the card was the scariest thing you could hand it, and Stripe just took it away. He also noted, fairly, that he has watched it get blocked by merchants and fail to authenticate. Magic until it isn't.

@omooretweets used the $1,300 average monthly spend figure to argue consumer AI should be free and monetized through transactions rather than subscriptions.

The praise

@robjama landed the line of the day: a sneaker bot for the rest of your life. @Mkjung called it the best consumer AI product since ChatGPT. @aishdoingthings publicly retracted everything she has ever said about AI assistants.

Notable anecdotes

@theempirepod described a Jackson Hole delay handled by booking five flights, refunding the four unused ones, and having a car waiting at 5 AM. @cameronsimony got a hotel discount plus a crib and early check-in negotiated with the front desk. @MichaelLevin ordered birthday balloons in a beach town he'd never visited. @nathansnonsense uses it exclusively for 10:15 PM reservations at hyped NYC restaurants. @psantloki had to argue it into building a 3D bot office, which it considered a dumb idea (it was not wrong).

The pushback

@mamagnus00 pointed out that the feedback tool probably feeds a coding agent, which makes it a prompt injection surface. @marckohlbrugge wants one-off scoped credential access instead of handing over logins, and suggested 1Password build it. @robjama said it's a more powerful Poke with the same UX but less fun to talk to. @alexrkonrad couldn't get US Open tickets and wasn't sure if that was downtime or physics. And @goodhunt still doesn't know what it is and hopes to keep it that way.