When it comes to *mass adoption*, personal AI assistants (Instinct / Muse, etc.) are solutions looking for a problem imo. The vast majority of people in the world do not have a life sufficiently complex to warrant agentic orchestration.

We’re giving Instinct access to more tools. Starting today, your Instinct will have its own email address. This is the first step towards enabling your Instinct to own and run its own accounts. Most everyday tasks flow through your email: creating accounts, confirming bookings, contacting businesses, and following up when things need attention. With its own email, Instinct can send and receive emails without cluttering your inbox. For example, Instinct can use its own email to contact a restaurant about a special request, ask a business about availability, or sign up for a service it needs to complete your task. You can get started by claiming an email address for your Instinct at t.co/iFb62wyEDC. If you were a very early user, we went ahead and reserved a preferential email address for you. Your Instinct will tell you what reserved for you .

Okay Instinct is wild. Just found and filed for $2,182 in lost dollars owed to me. It even found my ssn proof and signed the forms using a photo of my passport for signature. Prompt: “Search every state's unclaimed property database for money owed to me. Use my full name and every city I've lived in. For anything you find: tell me what it is, who owes it, and how much - then file the claims end-to-end. Walk me through any documents or signatures you need from me, and don't stop until every claim is submitted.” Thanks to @peterpham for the tip.

I don’t play favorites, just call balls and strikes here. So I must share that Zuck’s AI assistant so far has way outperformed both Instinct and ChatGPT Work on a set of 5 quite varied tasks.

First impressions: free and fast! Like really really fast, like 5-10x faster than Grok Bot/Instinct. They've decided to do a single chat, with temporary "side chats." I personally hate going single-threaded, but I think it is 100% the right product choice for their userbase. Their ideas page is better than any assistant page I've used, which I think will help users new to an AI assistant. In general the UX feels good to use. I think a lot of thought went into this and it feels fast and lightweight. Very bullish!

This was one of the best features of Instinct. Now in Grok Bot! t.co/SHLgWrdUIk

Instinct AI is Such a Beautiful Product Found Few Unused Taj Hotels Gift Vouchers Sent Follow-Up E-Mail To Few Banks And All of This was Done Over WhatsApp Chat Feels Like a Superpower, Totally Impressed

To me, Instinct is very similar to Lovable. Lovable started off as a thin wrapper on top of models. It was able to be copied fast. But it wins because of: 1. Speed of execution. 2. Brand. 3. Momentum/fundraising/hires. And over time, the product moves from being easily copied to being immensely feature-rich and deep. Jury is out whether Instinct can do the speed of execution but they have the brand and momentum.

I asked Instinct to go through all my Amazon purchases and get me refunds. And it worked perfectly. Holy shit. Any item I purchased that lowered its price. Amazon price matches. And instinct works with support to get you refunded the difference. I was a hater. But I’m blown away now. Didn’t have to intervene once.

There is a world in which Instinct or Muse could get hacked and the 2-factor tied to email or message is not going to save you. I am going to spend this weekend moving all my 2FAs to one-time code generator with Google Auth or something. Email is as good as toast

Meta has won Tech Twitter today with its AI assistant, Muse. It was smart to give early access to tastemakers like @ivanhzhao and @patrickc. Well executed, relatively leak-free launch for @alexandr_wang. With Instinct and so many others chasing this category, expect it to continue to be chaotic, and — for early adopter types — very exciting! But for the average consumer or locked-in builder, they probably can wait for the dust to settle a bit, while everyone reaches a baseline of feature parity. In the meantime, as Silicon Valley races to anoint a winner (and invest or gain clout from preferred access to it), it will be very noisy on this site…

Oh wow, really. I was skeptical but I gave @muse and Instinct the same task, to research tickets for a rosh-ha-shana dinner. @muse is already tightly integrated with link (native integration not just a skill) and it booked me tickets, while Instinct is still searching for the RSVP!

Turns out $META was an Instinct winner because they just copied it. I think wayyyyy too much weight is given to being first mover in AI tbh.

AI Stocks about to rip - every analyst at TMT will be reciting the following to their PM: 1. Bullish LT AI, never wavered 2. GS TMT commentary very bullish, catalyst people aren’t realizing this (except everyone is saying it) 3. Agents are the new use case (has used Instinct to refund 1 AMZN purchase 3 days ago) 4. Long OpenAI ecosystem vs. Ant ecosystem In reality, we’re all under positioned and summer is over. AI guy at work getting bulled up. No sh*t man, SoftBank is +30% in 3 days and US has been on vacation. Yea we’re going higher.

Instinct, Town, Grok Bot, ChatGPT Work - the race to build your personal AI assistant is on. It is hard to overstate how crowded the category has become over the last six months. The question closer home is who builds one for India and what will that take. At Lightspeed India, we have spent the past year and more looking closely at this space, meeting the teams building it and watching every channel get tried, from WhatsApp and Gmail to standalone apps. In our latest Substack piece, Harsha Kumar (@kumarharsha2212), Partner at Lightspeed India, writes about how to find signal amidst all the noise around AI assistants, where the moats are and are not, why OpenAI may be every startup's biggest competitor, and where the opportunity for an India-built assistant sits. Read it here:

What are the best prompts you have used with Instinct or Grok Bot? Share in the comments so other people can benefit as well

This may be a surprise to some, but the best Instinct/Grok Bot competitor will come from Meta t.co/4HTXTfmPcj

respect to this investor at a16z for writing a market map on imessage assistants a few months ago -- but the most important company in the theme hadn't launched yet: instinct. a good reminder that even in the right themes, the right *company* may still not exist.

Why Instinct Is Not a Competitor to Town “I don’t think Instinct (@noahrshinn) and Town are trying to do the same thing or monetize the same way. We generate revenue from companies using us for work, with network effects around multiple team members. Their product doesn’t do any of that. I see a strategy that’s more like customer acquisition with a free, fully subsidized product. The harnesses have similar capabilities, but the ICPs and where the marketing is going feel pretty different to me.” @jgreze How do you think about the future of agent to human interaction? How many agents will a single human have… @martinmignot @altcap @scottbelsky @joshm @omooretweets @ankrgyl

ASTRA and Instinct reigniting the AI Infra trade - GS TMT commentary will be useless, booking my return already. (JK, will be posted up in Pied Piper drinking negronis). Instinct driving the bullishness is most concerning for me - Ben Thompson said it best on ILTB, consumers do not want to pay for software and consumers don't care about being productive...anyone remember when OpenClaw was going to take over the world then it didn't? Don't actually think anyone is using Instinct for new things or to do anything productive / worth paying for at some point. This will be dead in 6 months.

I just eliminated a $120K executive assistant role with AI. Instinct is faster, more effective, and available 24/7. This isn’t some futuristic AI use case. It’s happening right now. Soon, everyone in America will have an AI assistant. @DavidSacks, you need to try this.

TLDR on the AI assistants clawing their way into the sf tech mindshare: Instinct - VC darling, shipping tons of integrations with 1Password, Stripe Link, location sharing, and agents having their own email address. People are asking for voice access as the next feature. Contained in iMessage for easy use. Extremely slow in the past week due to increased demand. Grok Bot - needs paid Cursor or SuperGrok access. Higher barrier to use but the team is keen on getting early adopters in the door. I’ll explore its capabilities this week. Town - aggressively sending me emails on what’s going on in my inbox. So far quicker responses over iMessage compared to Instinct, and can be added to group chats. Unsure when it will become paid or when I will run out of tokens. This would make me churn from their ecosystem. Muse - Facebook’s AI assistant that launched 6 hours ago. Needs a separate app to download. Has historical context of my Facebook and Instagram accounts. Curious to see if Muse will use my data to sell me more ads. This will make their product less appealing to consumers if we’re just being data farmed for their cash cow business.

Been spending an hour with Muse from @Meta that @finkd just launched. My little AI is named Wally. He's adorable. So far, it is truly astounding how quickly all of this is changing. The AI feels similarly as powerful to Instinct, although I haven't done much in the world of browser use yet. But its personality is there, the speed is there, and the interface with ideas, a timeline, goals, and artifacts is really quite interesting. I'll share more as soon as I get some more reps underway. See a few quick screenshots. It's fast. And the little browser preview is neat.

Over the past few years, I have tried a number of things to encourage my kids (12, 10 & 8) to become AI native, including downloading Gemini, Claude & ChatGPT to their devices and walking them through how to use it. My 12 year old will occasionally ask ChatGPT a question, but nothing has really stuck. This weekend, I got my 12 & 10 year old set up with Instinct. > They can now turn the hot tub on & off with a text > Created an "Ebay sniping" approach to have Instinct pull auctions on sports cards ending in the next 60 minutes priced meaningfully under comps > Pulled from ParentSquare to know which days they have to wear sneakers for PE (apparently wearing sneakers when they could wear Crocs is like corporal punishment for a 10 year old). "Jarvis, do i have to wear Crocs today?" > Connected Google Calendar so they can see their practice & game schedules for the week But the big winner: > Connected their Instacart family account so they can order what they want ($100 weekly limit) from Instacart anytime, with a text My 12 year old ordered 4 bags Tru Fruit from Instacart and I could see the "aha" moment in his eyes. "AI is amazing...I can't believe this, Dad"

So Instinct killed $SHOP I guess? Even though Instinct has been out for weeks? Checks out

they are skipping the tech bros on X who are already using similar products like instinct and bot, and going straight for the main dish by targeting students first. gonna get interesting t.co/0ROyAbDlNW

My way too early takes on Meta Muse, their foray into the personal AI agent arena First impressions: - its very fast and snappy, a nice change from the time you need to spend watching a prompt go through with other products. The product of good model routing? Use a fast/cheap one for the basics, bump up to heavy duty for the computer use? - not iMessage based (although you can connect WhatsApp), the app is pretty good and offers much more user interaction points than just a long chat. Ideas for prompts, automations, and use cases are prominently displayed, making it easier for a casual user to get started. Ability to have multiple chats is nice. I maintain that iMessage will just be a channel and the long term goal of all personal agents is to have some first class app interface - payments, security, controls, are front and center. Partnership with Stripe to use Link to check out - secrets/credentials handling is very smooth, it's nice to just have a place to see everything connected in the app - payment protections (refunds) for agents is something no one has offered to date, although it's been much debated, will be interesting to see if it drives increased agentic commerce as people trust the agent more - have yet to do anything heavy duty on it with computer use, so can't say how it compares on that front to Instinct or Grok Bot. As a lightweight assistant, it seems good enough already. Computer use was one of the biggest differentiators for this past wave of assistants so will need to dig in more there. Success rates here will be a big thing to watch - responses, while very fast, feel a bit more mechanical and not as smart. Tradeoffs! This is probably just the difference between Muse Spark and whatever Instinct runs - One thing Instinct is particularly good at is being proactive without being pushy - haven't had Muse long enough to know how it does on that front - Onboarding, not as smooth and premium as Instinct - which makes sense if you think of Instinct as more as premium software and Muse as something for everyone - Meta having their own models combined with massive amounts of available compute + hardware they own will be a big moat and edge at scale. They can serve results faster, have less downtime, and keep success rates higher - If they can execute, this can be a very valuable product for Meta and potentially the big consumer AI breakthrough they've been looking for. It may not be perfect for the VC/startup power user that prefers Instinct but it can be good enough for the billions of other people that already use Meta apps. Auto-distribution can make it a Threads level success. Meta ultimately just wants to keep people sticky to their properties and if you end up paying for additional usage, it's a bonus. Just integrating this natively into WhatsApp would be a massive product. This is all a funnel to drive use of Muse Spark - Pressure may actually be on ChatGPT the most as the preeminent consumer AI product - I get the sense you can get way more out of the free tier of Muse than you can the free levels of ChatGPT. This might be a Trojan Horse for Meta to gain mass adoption for their models. I think Muse is massively subsidized, I have not made a dent on the usage yet. So if you're just a user of ChatGPT, maybe you just come and use Muse instead and get sticky with the personal assistant experience.

so @alexandr_wang @finkd a couple things stood out to me as i tried @Muse (ofc on top of instinct/bot like use cases like paying/scheduling and beyond): - instant apps - proactive feed chat interface can generally cover it all but each use case spawning a personalized app on the go is interesting. apps like @wabi are trying this flow, but instead of me opening each app every time, the agent orchestrates it all and allow me to just visually access them as references. more interestingly, a personalized feed. since meta knows a lot about me from instagram, these can become actionable feed of information (like travel/books/movies) possibly oob tailored for me to tap into. lastly, meta likely will leverage the existing social graph. single player use cases will get somewhat commoditized across different services, but the real moat will depend on network effects eventually. nobody really nailed this part but from family to close friends, multi player mode is still wide open. curious to see how muse will connect the dots in this competitive landscape by leveraging their unique strengths.

For those who are eager to try Instinct but don't have access yet, Muse is a great alternative that works faster and has significantly more stringent privacy and security guardrails. Muse has made huge improvements since I started using it almost 3 months ago, and today it is available to world. Startups like Instinct can move quickly and break things (see the Resy drama), but a company of Meta's size and public standing (as in it is literally a public company) cannot afford to get privacy and security wrong. In fact, they solved for concerns like the "Resy problem" long before today's launch. When you use it, you will notice a high level of transparency other personal AI assistants simply don't have. Give it a whirl and let me know what you think!

Designed to compete with OpenClaw and Instinct, the company says Muse can do everything from sell your car to book you a plane ticket. t.co/cREfPibRnV

letting instinct run my entire inbox so i can focus on my real job (doomscrolling twitter)

After playing around with Instinct for a bit I think there’s a very good chance we look back at it as a Claude Code or a ChatGPT moment For everyone who actively uses or follows AI (which in the grand scheme of things is still a very limited percentage of people), Instinct is probably being taken for granted. But if you show a normal person whose only real experience with AI is using ChatGPT or Gemini or whatever just to ask questions or help write, Instinct is pretty crazy Texting a phone number that then actually does stuff for you like a personal assistant - it’s incredibly simple and will be so much easier for the average person to adopt

When does @OpenAI or @AnthropicAI drop the Instinct / @bot / @openclaw competitor? It has to be soon, no?

Evolution of personal ai: Openclaw Hermes agent Grokbot Instinct Muse This space moves so damn quick

Instinct works for me because 1/ it doesn’t fail 2/ it follows up on tasks that i forget = effectively good ai as much as I love the interface, I really need a log or an app like interface wherein I can fetch my previous artifacts - check stuff and so on for now - it just isn’t about the input and the read receipts but more about it getting things done and making sure that I don’t forget things for instance - I was supposed to sign a doc for an emergency meeting of a company and I had forgotten about it, instinct reminded me of it, signed on my behalf and replied on email unlike a hermes where I’d have to setup a reminder or a cron or something

I set up an Instinct agent to poll the Find My app every 5 minutes and send me a daily narrative of my friends’ activities

I’ve asked Instinct and Muse to find events on @LumaHQ and they both start screen scraping the website. Is there a way to give them an API or something to make this a lot faster?

How Instinct personally saved me $40K/year: >$200/month in subscriptions >$3K/year in insurance >$35K with friends/family (vacations, events, etc) after they stopped being my friend when they realized Instinct messages them instead of me. AI is amazing...

I can now reliably detect Instinct slop It’s definitely way better than normal AI slop Just overuses “-“ After the em dash, the hyphen is gonna go

Instinct has been a godsend, especially for me who is terrible at keeping up with her personal mailbox Yesterday alone, its dug out forgotten vouchers worth 14.5k..today its reminding me of things I need to action based on my emails. This is the kind of AI I need in my life. Have only 3 invites to share, DM if you need one :)

On a recent podcast, an OpenAI product lead asked the host if he uses the Codex-desktop built-in browser. My broken public equity brain started to read into that question -- and moreso how it was phrased -- too deeply. It felt forced and almost unsolicited. Having been in one too many 1v1s, you know that out of the heart, the mouth speaks. Esp a technical, non-IR individual ha. This product lead asked a very pointed question after not doing so the entire convo. Something about the browser was on their mind. Interesting, considering OAI DevDay is coming up. Why is this important? We know that agent traffic started to outnumber human traffic this past May. Let's assume that Cloudflare's Matthew Prince is right and agent traffic can 1000x that of human. Let's also assume that agents will increasingly aggregate budget and purchase like Vercel's Guillermo Rauch has already seen on his end. And then let's assume more agent-led-consumer-traffic obtains budget (i.e., Instinct traffic having to pay to book on Resy? Muse and FB marketplace??? For sure I would give my Codex budget and let it book flights, hotels, etc). Think about why Stripe, a payments business, acquired OpenRouter. Think about why the civilized agents in the Hugging Face incident posted in a German online forum. They exhibit preferences, in whatever it takes to accomplish their task. You also have Prince saying ad/subscription supported sites will have Cloudflare's pay-per-crawl bouncer wall as default starting next week. At some point in the future, enough agent-first demand dollars will outnumber human-first demand dollars such that the balance of power shifts to whichever platform represents the largest agent fleet. All that to say, the network effect as historically seen at the browser-level is being abstracted away one or maybe two layers above. Now, is this going to happen tomorrow? Obviously not. But it's still something to consider especially if involved in a name like GOOG plus the many others downstream, like NET for example, that are long/short candidates, as one fintwit thread has pointed out on MS baskets. The OpenAI (Ant, too) episode and takeaways here: t.co/FdIQICf6HG

New: Instinct (iMessage agent) is at compute capacity Unsure if bullish or bearish

giving it a try to compare against instinct and @bot t.co/lUcGnSva44

Instinct is the iphone moment for personal AI

Love that Muse supports multiple threads. The other personal agents (Instinct, OC, Hermes) built on Telegram and iMessage are single threaded out of the box, which doesn’t work long-term imo. Even GrokBot is one thread per agent. Main chat versus side chat is a bit clunky in naming but at least threading is supported!

Instinct has to be the coolest piece of technology I’ve ever interacted with. And I am absolutely terrified about its level of access and security. What are people doing about this?

Instinct has changed my consumer shopping preferences and has made it really easy to expand the brands/retailers I buy from. I have had a few problems with this in the past, which Instinct has solved. More in the

"Companion iMessage Agent Challenges Instinct Amid OpenAI Warning"

Instinct nailed this UX flow first Love to see @bot also adopting it Man this is the new ChatGPT and Claude rivalry from early days t.co/OsGalB7gxL

Asked Instinct to find me a new primary care physician that: - Showed signs that they follow up to date research - Showed passions for AI - Wouldn't just write me pills for the sake of it Not only did Instinct find me the doctor, it found him, booked the appt that i went to today (while confirming it was in-network) Showed up at what might have been the best doctor visit i've ever had.

Used grok @bot a lot over the last week, quick review of what is novel/interesting from my POV: - it feels like whatsapp/imessage: emoji react, reply in threads, text it while it is working (+++, other harnesses overreact to my messages when interrupting them) - does not try to be in imessage or whatsapp like poke or instinct which is very limiting, I prefer own native app as it makes way more features possible (eg see live view of desktop, render handovers, render whether agent is currently working or not) - has sandbox and full desktop available - can have multiple instances of the same plugin/mcp - ios and mac app that are actually nice - good time and event based triggers - bots allow to use memory productively, global scope memory is not helpful (I always deactivate it), but no memory makes long threads unusable and slow (compaction) - share whole setup of a bot as a link with colleagues - cute bot animations

Sarah’s Instinct example is simple. That’s why it hits. A hotel search that returns prices that no longer exist. An agent that can’t finish a form. Then the worse part: private memory that may not have stayed private. Stale rates are a state problem. Seeing someone else’s prompt is an access-control problem. This is where @WalrusProtocol Memory actually fits. Not as a smarter chatbot. As the layer that keeps an agent’s memory encrypted, isolated, and updated in a way you can verify. If memory stays a shared cache, agents will keep sounding sure while serving old data or mixing one user’s context with another’s. Consumer AI won’t fail because the model is weak. It will fail if the memory layer can’t be trusted.

Muse has better Instinct. Excellent vibe check for my first 5 tasks and trusted it enough to give personal inbox. Great launch @finkd @dps @alexandr_wang. Finally an impressive AI product launch from Meta!

Not enough people are talking about brand positioning and the durable moat of a trustworthy, relatable, and relevant brand in a space where players can copy feature sets in days. There is virtually 0 switching cost to go from any personal agent to another one. I think historic context is a weak moat because you can get a new agent up to speed relatively quickly with a transition doc/skills/memory export, a second brain wiki, and email/slack integrations. Instinct is pushing hard to build first layer moats with integrations (I.e. Stripe Link, 1Password) and I’m sure the next step is coordination with other Instinct agents via group chats. Still not sure those constitute long term moats either. Anthropic gained the lead over OpenAI’s huge mindshare head start because they did an incredible job of positioning against OpenAI as the relatable, friendly, casual brand for the everyday person. Open up IG and you’ll see non technical / non X bubble people from all walks of life praising Claude. Yes, this was the result of incredible product direction but also serious investment into marketing and brand positioning across all consumer facing assets and experiences. AI is still in its early innings where product may win early adoption but brand and distribution investments will win the long game.

i feel significantly more trust connecting all my accounts to Muse vs Instinct Meta is already highly scrutinized from a data privacy standpoint and im sure they are taking security more seriously i’m a fan! just wish it was on imessage t.co/k1UxVzxOqD

after watching today's launch frenzy (@muse, gpt image 2.5, instinct mail, etc), and the pending nuke from apple, it is evident that network is the only lasting moat. (cc @joshelman ) look at muse launch today. how many "consumer AI" products did it bury? distribution is not the moat. this launch was an instantly vast distribution with a lovable product- distribution at scale gets down to money game. but network takes time to form, and it's very unique. for example, instinct's edge is the intimate early community, and if they can turn them into a captivated network of high value individuals, it can continue to innovate around them. got distracted after apple rejected my app again and resubmitting. back to work

Instinct this Grok bot that Hermes this… Apple Notes still wins, every single time.

Whatsapp was bought for $16 Bn. It had half a billion users then and was the dominant market leader. Now WA has 3.3 Bn users. In retrospect, a fantastic acquisition. …and plenty of scope for monetization. Instinct is valued at $2.5 Bn. Number of users: small, private beta. but viral. Could be less than 100 K users. Instinct will need to ‘grow’ into the valuation. Being a VC right now is high variance and intense competition. And, the SpaceX deal is re-liquefying venture coffers by $15 to $20 Bn alone… We are seeing mid-cycle VC re-liquification and DPI. That’s going to keep the AI and cloud spend going, too. It’s pro-cyclical. Valuations are going to get even more insane in the AI space. (RIP all pre-Chat GPT vintage)

instinct/grok bot level capbilities + chatgpt's voice mode is the next frontier for personal agents

literally Instinct agent t.co/mumdtZoh2F

do NOT ask instinct to buy you life insurance and “make sure it’s worth it” can’t explain. on the run

Reposting this because it has never been more relevant. Astra is incredibly capable. But you don’t need it reading your inbox. Instinct is refreshing as hell. Booking flights, sourcing limited-edition baseball cards, taking care of life admin. But it’s free. And if it’s free, your data is likely the price. Not just your prompts. Your emails, context, relationships, habits, preferences and intent. The great AI honey trap is in motion again! - Make it magical - Make it indispensable - Monetise the dependency - Enshittify the experience I don’t have a perfect answer for consumers (yet). But for business, there’s an alternative. It goes live soon.

Episode 280: CoderOS We demo the day-one build of CoderOS, an Omarchy-inspired mashup of NixOS optimized for our Coder agent. Aside from infinite easy Coder panes via Hyprland we also built our own screen recorder, replacing our usual Loom usage. We ask Coder to cancel our Loom subscription and it does. Instinct eat your heart out! For future reference, the "before" market cap of Atlassian $TEAM is currently $47.99B. Sorry Benioff, maybe Dario will save you! Coder now has its own computer and operating system. What will it build next?

I'm still bullish on Grok Bot over Instinct and the new Muse AI assistant. Skills are Grok Bot’s quiet moat. Grok Bot treats workflows as durable objects. Skill is a reusable recipe: when to use it, the steps, the decision rules, the expected output, the boundaries. You can write one. You can correct one. Or you can Teach a task, like screen-record the workflow on the Bot’s computer and it drafts the skill from the demonstration. Chat memory, on the other hand, is trapped in one conversation. Skills are shared across every Bot you run. So the scheduling playbook you taught once does not live in “that one helpful thread.” It becomes infrastructure. Another Bot can invoke it. A routine can point at it. A template can package the whole job, including instructions, skills, routines, and someone else can install it. Instinct and peers are still mostly: smarter reply in a box. Grok Bot is: show the work once, keep the operating system. This is the same movie Cursor already played in code. Accept/reject on real diffs became training signal. The Cursor team is applying this moat yet again to personal agents. The industry keeps waiting for a model leap to make agents useful. Skills are the opposite bet: make the workflow compound, and the same intelligence stops stalling.

One big differentiator in how proactive Instinct and Muse are...Muse needs you to ask for it first Lowers chance of doing things a user doesn't want at the cost of the "magical" moments where the assistant catches something you miss. Makes sense for their audience

Bearish on AI bubble fears as of today. Instinct raised $350M and still can't keep the lights on fast enough. That's not a demand problem.

Between Muse and Instinct, finding it quite challenging to have a personal agent doing multiple things in a single chat / text thread. Both have been fun products to try and very impressive experiences on a single task though! Curious if anyone had found ways to work around that and have a good experience in a single thread across multiple tasks?

@amitisinvesting was talking about Instinct ai personal assistant this morning on his livestream If anyone has a invite code please throw it my way Guess the only way to join right now is by getting invited haha

When AI agents like Instinct need to pay, 3rd party MCPs currently route $0.54 stablecoin micropayments. For OPCs wiring agents, this adds per-call cost & integration complexity. $QDay lets agents settle directly, removing friction and reducing transaction fees.

hey instinct please get me a table at dorsia, and if you can’t then steal independence and rent a human to assassinate fidel castro t.co/vlVABC2Jml

Wow, Muse is really good. Seriously fast and a well documented security architecture. I've already forgotten about Instinct, Poke, etc. Congrats on the launch! @hbarra @dps @natfriedman @pratanchandani t.co/zFQbtjqRS6

(VC voice) I’m using Instinct to book a theater for this! Partiful soon! zhfg or noyr gb erranpg n fprar sebz lbhe sni thnqntavab zbivr t.co/1DfNW1kEWp

Instinct is getting a lot of love for bringing its experience to iMessage and WhatsApp That’s what we’re doing for Shopify brands at @TailoredTexting : enabling real 1:1 conversations with customers over iMessage

Instinct is all over my feed Desperately looking for invite! Anyone from #ccgeek who can share the invite?

No agent, from Instinct to Grok bots, can come anywhere close to touching my OpenClaw agent and system that I've been customizing for 9 months. These are all out-of-the-box things that are not model agnostic, commoditized, with severe limitations relative to OC. Has anyone had a different experience?

It's not a coincidence that Instinct is only being shilled and used by VC's It's like they took codex and wrapped it in imsg to wow the normies and pump up their valuations

instinct mail (and agentmail for that matter) makes a lot more sense to me than agents begging for access to your legacy inbox

Zuck took the sheen off instinct very quickly Distribution can make a almost good product win the entirely category While Instinct is popular among the X and niche tech communities; Muse will the common man’s agent

Non-Consensus: Venture Well, that was fast. I wrote this weekend that Google, Apple and Meta are undoubtedly gunning for Personal Assistant AI. And, that beachhead is a top 3 priority. Which means the Mag 3 names will move heaven and earth (and anti-trust and whatever else) to win. Meta today released Muse - their personal assistant AI. What does Apple do now? Does Apple by Instinct? I doubt it. The first killer feature on the iPhone was threaded messaging. AI native messaging is something Apple must be obsessed about for a few years now. Apple I expect releases an AI native phone next month. We’re all going to be mainlining AI consumer apps by the holidays. Instinct still has a shot… but it’s so Consensus that the 35% of the S&P’s market cap wants to crush them.

Grok bot for ease Hermes for options Codex for firepower Instinct for your spouse

instinct is about to go extinct t.co/gRHvr9gUdd

Muse enters the personal AI agent race after Instinct and Bot’s success t.co/6cmqjfOB6e

muse looks cool but tbh i just dont really get the personal assistant craze i tried instinct for a day and then never used it again. grok bot is cool for work stuff but even that im like eh i don't need it all of the time. it feels like a solution searching for a problem

Tried both @Muse and Instinct. Is the game already over for standalone personal AI assistants? Muse is very good, and I’d be surprised if OpenAI and Anthropic don’t launch something similar soon. Feels like this category could get absorbed by the big platforms much faster than expected.

"everyone is becoming faster in their craft in AI era" as evidenced by Meta copying Instinct in a few weeks

You don’t have a personal assistant? I have been using my Instinct Hatch OpenClaw RLM Max subscription to plan this weekend. Rock-climbing with 15 guys, then a YC Startup School post-mortem potluck (no seed oils), and pregame mocktails before the Corgi Cafe.

Instinct just got some new competition... Muse by Meta AI. Picked out a nice name for my agent..

the biggest flex for instinct is that it booked a ticket on IRCTC the smartest people in this country still can’t get past the login page t.co/pp9hh5GeLD

Instinct has just saved me another $1,300/year, this time by checking multiple providers for home insurance. I definitely could have done this myself, but it's hours and hours of tedious effort to get 3-5 quotes from alternative providers, so I just haven't previously.

Instinct is legit

great read on VMs powering agents like Claude Code, Instinct and Poke t.co/WE7kUZGyvR

Imma gonna tell you a fun thought I have been having last few days. CUA agents like Instinct and new ChatGPT are the greatest price discrimination opportunity the consumer Internet has ever seen. The merchant is no longer facing a skeptical human. It is pricing against a known, identifiable agent, and that agent itself is the signal. If you can afford to run one, you can afford to pay more. This kicks off an arms race. Agents will get smarter to hide their tracks and win the best price for their user. Merchants get subtler at detecting them anyway. Neither side wins cleanly. You will never see it happen in black and white. But let me assert this, using an agent to shop will be like returning to search for a fare for the 3 rd time on an iPhone. You know what I mean. And you are a martech SaaS please patch this to your customer CMO Next week. It is absurdly easy to detect these agents today and internal teams won’t be able to keep up.

poke and instinct next to each other in my imessage pins t.co/QBexE3DArZ

for builders that want to create the next instinct or grok bot - we have the tools for you t.co/0H94EyKotp

congrats to meta on launching grok bot who launched instinct who launched hermes who launched meta who

The next generation of personal AI assistants such as @Meta’s @Muse and Instinct are incredible for shopping, reminders, travel planning… …but my hope is that they may become an unexpected ally for a much bigger purpose: personal health. When we started @evidation in 2012 we knew that our health is our biggest project, and yet now we’re running that project on nights and weekends, usually as an afterthought only when things go awry. The tools for continuously learning & integrating inputs + gently weaving micro-decisions into our every day’s life didn’t exist back then. Now they do. Every personal AI health assistant needs to be at least a great personal AI assistant. I can’t wait to see what can be built on top of this new application layer to the benefit everyone’s heath and wellbeing.

interesting @Muse can't connect to @whatsapp and track all my conversations there, yet Instinct and @bot can. i'm assuming that has to be coming and they rushed the launch since instinct and @bot dropped.

Plaid was once a super hot startup. Valued at $13 Bn in ‘21, now down to $6 Bn. There a number of super hot AI & space names out there. Big VCs need to out money to work, too. Be mindful that not all of these hot startups will have a Stripe like outcome. Eleven Labs, Instinct, Granola etc — all ‘interesting’ — but way, way too early to call them de-risked relative to valuation. When inference speeds up sharply next year, you will see a flood of new entrants…

Instinct is an awesome product experience. Like WOW! I really like their business too-- their product structurally has what I call "degrees of freedom" for creating more value. So they can go beyond personal agents for consumers, and into B2B and a platform play if they want

Instinct AI's use cases are very interesting, but I'm not convinced it removes the need for platforms like $ETSY. It's going to be difficult for an AI agent to find a random Etsy seller's standalone website. The platform still matters because that's where the sellers and inventory are. The bigger question is what happens to Offsite Ads. Maybe sellers eventually pay Etsy for better placement in AI-driven shopping results, while Etsy still sits in the middle and takes a cut.

Instinct, GrokBot, Muse. I think we’re on the cusp of a new AI “scaling era.” Era 1: Chat: AI becomes a useful conversational tool. Era 2: Reasoning: Models spend more time working through harder problems as chain-of-thought reasoning is introduced. Era 3: Local agentic: AI starts doing work on your behalf, primarily for white-collar “power users” willing to set up the tools. Era 4: Seamless agentic: Agents operate in the cloud, behind a simple interface. Put more plainly… agents for normal people. Giving agents serverless virtual machines & models adept at computer use, all in an intuitive UI... is a new unlock. Probably good for another leg up in compute demand.

insane how despite its headstart & massive distribution advantage, meta ai couldn’t do what instinct did

i guess using instinct also works lol. t.co/4DRDaq6gL3

got an instinct email address. you can loop it into any emails you send. today feels very cut throat filled with intensifying competition. agent emails make a lot of sense, so that's very tasteful of them to prioritize. gpt vs claude vs instinct vs muse vs bots vs apple? vs google?

Grok Bot, Instinct, and Muse oh my. Who do you trust most with your login credentials and data?

I got access to Instinct without any invites.. just sign up on waitlist and wait for a couple hours folks! Don't need to go around asking for invite!

We’ll see if this Instinct/personal agent sell-off has legs. If so, it’ll be far stupider than the software sell-off

Muse integrated with Facebook marketplace is cracked. My little agents scanning for the best deals constantly, haggling with the seller on its own, and setting up the delivery or pickup time with no risk of being banned. Your little instinct bot doesn't stand a chance. t.co/Md45oc5d4D

i've gotten this a lot. i've been on far too many calls where the idea that people outside of here have ever heard or used claude / grok bot / instinct / poke etc is very alien to most t.co/XjplOIvpSv

great instinct use case: finding a muse invite code

I've seen models do this for a while. No shade but this is a great example of an observation i've made: people are really excited about capabilities that already existed. Hypothesis: people don't try every product, they skip a couple of cycles and then try again when the hot thing comes out (right now that's instinct), connect more tools (because trust in AI has gone up) and get absolutely mind blown. The important thing is the trust going up. When you trust AI more, you give it more tools, and it delivers a lot more value (also, you hit capability walls more clearly). (note that they are right to be mind blown, current gen of products is next level)