BREAKING: HISTORY UNFOLDS! Mark Carney takes the stage in front of the European Union and welcomes their invitation to become an associate member of the organization — powerfully rebuking Trump. The world just shifted beneath our feet... "Yesterday, President von der Leyen spoke of moving beyond the [Comprehensive Economic and Trade Agreement] to an alliance for the future, opening the door to Canada to become the European Union's first associate member," Carney said in Brussels. "Canada welcomes this ambition," he declared, delivering four simple words that will be etched into the history books. The era of America and Canada being the closest allies in the world is over. Canada now looks across the Atlantic Ocean for its future. "I will tell you polling shows that an overwhelming majority of Canadians support much closer ties with Europe," Carney continued. "An alliance for the future is a unique, positive approach that we will define together, building on our common strengths and based on our shared values. But let me take this opportunity to say plainly what Canada proposes..." "Canada and Europe should secure our strategic autonomy through deep cooperation in the full range of strategic capabilities, including critical minerals, defense industrial capacity, AI and compute, energy security, space and payment," he said listing off the sectors that experts have been predicting would be the crux of this arrangement. "We should move towards seamless digital trade and non-agricultural goods in a wide range of services. We should deepen our people-to-people ties, allowing our youth to work, study and live where they want on either side of the Atlantic." That final point is a geopolitical earthquake. Free movement of workers is one of the defining, most powerful rights afforded to EU members and allowing Canada to partake in anything close to that means that "associate membership" is just a hair's breadth away from full-fledged membership. "Canada can contribute LNG and hydrogen at large scale to support Europe's energy security including by developing and ​leveraging new port infrastructure in the high north and on our east coast," said Carney. "We are not fair-weather allies. ​We do not pursue zero-sum deals. Our commitment to the rule of law, and our unyielding defense of human ​dignity, individual freedom, and democracy share the same deep roots, the same unwavering dedication," he added, taking oblique shots at Trump. Under this White House, America has become far worse than a fair weather ally. We're no ally at all, as this new trade war against Canada demonstrates. We're utterly unreliable, unstable, and captive to the whims of an erratic, cognitively declining pedophile. The rule of law is in tatters with a Justice Department that is actively covering up the Epstein files and ignoring Trump's rampant corruption. We are waging an illegal pointless war overseas that proves this administration has zero respect for human life or dignity. The rest of the world looks at our country's impulsive thrashing under Trump and sees a failing state that should be treated like the plague — avoided wherever and whenever possible. Thanks to Carney's visionary leadership, Canada is refusing to let itself be drawn into America's self-destructive death spiral. He's forming new relationships and alliances to meet the coming century. "Europe and Canada are each strong. Europe and Canada are even stronger together," said Carney. Not surprisingly, Trump has already proven incapable of meeting this moment. Rather than reassessing his belligerent posture towards our northern neighbor and mending the relationship, he's threatening “serious tariffs” on the EU if they integrate Canada in a way he finds displeasing. This man has no solutions, no ideas, and no other instinct beyond lashing out. The world is leaving us behind and we have Trump to blame. Please like and share if you wish that we had a real leader like Mark Carney!

just use instinct bro. I just told it to ask my friend when he’s free to hang instead of just texting him myself. I typed 13 messages in muse to order a charger on amazon instead of 2 taps in the app. bro it’s the future. grok bot just booked a flight for my wife’s boyfriend

she poke on my instinct till i muse

The thing I like about Dibling’s track back here is that you can clearly see his instinct is to put his hands on his head and stop, but the message has got across that he needs to work hard for the team if he wants to keep getting chances and he realises he needs to help out. t.co/STxOa4Ws3Z

JUST IN: AI startup Instinct is reportedly seeking a $10 billion valuation just weeks after being valued at $2.25 billion.

Friend sent me this today… I’m never using instinct t.co/Z2Gf9bgoX0

It is astounding to me that South Africa's right-wing is nailing its durability and legitimacy on the strength of the Trump and MAGA brand. In 2026? They need to invest in some risk analysis and scenario planning to help them assess their longevity post 2028. Their "Gotcha" energy is built on quick sand. In addition the EU's response to Mark Carney's speech just now - thunderous applause and standing ovation. Nobody likes to be bullied. Miliband's stance on Israel and major EU partners coalescing almost immediately around him. The gains social democrats are making in the US and elsewhere. Not forgetting new frontiers of future economic growth. Whilst we can't conclusively talk of a decline, it is true that several European countries have recently delivered setbacks for far-right parties - Sweden, Hungary Austria, France and the one that was dramatic, Geert Wilders in the Netherlands. They are not reading the room. Nailing their mast on an era that is diminishing. South Africa, as the country that was bullied by the US immediately after Trump's victory, must deploy a world class, updated engagement strategy with the EU and Canada. The UK is doing the same. On the African continent, Ghana, Nigeria and Kenya can continue their "Yess baas" approach but there are enough African and Global South players whose instinct IS to reject "superpower" supremacy and interference in their domestic affairs.

Instinct is better. Love that: 1. It is in my personal iMessage, not a separate app 2. More proactive messages (pointed out that I hadn't done an intake for a doctor appointment or it would get canceled) 3. Small details like emoji responses based on what I need Core capabilities seem similar to Muse, but better design

I got updated information on Instinct’s earliest financing and the math is pretty wild. Confirmed: Conviction invested $5M at a $50M valuation. Greenoaks fast followed with $10M at $100M. Instinct is now reportedly discussing raising another $1B at a ~$10B valuation. For easy math, assume the first investment was exactly one year ago and 20% dilution every subsequent round with no pro rata. Conviction: $5M → ~$512M 102x MOIC ~10,140% IRR ~$507M paper gain Conviction’s fund is ~$230M, so this one investment alone would be worth ~2.2x the entire fund. Greenoaks: $10M → ~$512M 51x MOIC ~5,020% IRR ~$502M paper gain Funny enough, they end up at basically the same $512M because Greenoaks invested 2x as much at 2x the valuation. Obviously this is all paper. The $10B round hasn’t closed and none of this is DPI. But this is why the venture game can look so crazy. It’s also why making money can sometimes get in the way. If Instinct can raise another $1B, they can hire whoever they want, pay for the millions they’re likely burning every month on compute and keep growing. Get distribution. Build something everyone uses. Figure out monetization later. Most startups don’t have that luxury. But when investors are fighting to give you another billion dollars, slowing down to optimize for profitability might be the wrong move. Eventually you have to make money. Eventually TVPI has to turn into DPI. But until then, grow.

Tomorrow's news Instinct is in talks to raise about $1 trillion at a roughly $10 trillion valuation, a month after raising $250 billion at a $2.25 trillion pre-money valuation. The 23-year-old founder Noah Shinn is building a personal AI agent that can operate software and complete tasks like answering emails, negotiating bills and booking reservations. Instinct now has more than 1,000,000 users and has already run into compute capacity constraints as demand grows. Its valuation has gone from roughly $50 million in the spring to $10 trillion under discussion today. Source: Me

lowkey hilarious that perplexity built *every* incarnation of a productivity AI tool and still missed the instinct/muse boat lol t.co/eOpKc7BHSi

Over the past few weeks, close to 75% of my digital interactions have moved to Conversational UI. I find myself rarely opening email, spreadsheets, slides or the laptop in general. The rise of Instinct, Grok Bot, Town together with the advancements in Astra & Fable, feels like this is the start of the Consumer AI wave. Anyone building in Consumer Tech in India should take a step back and reassess what this means, in a world where gradually people will just get used to texting on WhatsApp rather than clicking through apps.

One bit of emerging rhetoric around Effective Altruism, and especially AI safety, that I think is worth pushing back on in the blooming discourse on these topics, is the attempt to portray these communities as basically populated by idiots, people who don't understand engineering, people who don't know how AI works, etc., as I've seen from people claiming "unlike me, these guys don't actually know how AI works / haven't programmed AIs / aren't real engineers / etc." This just doesn't compute. It actually gives me secondhand embarrassment to read. EA has attracted an unusual concentration of cognitive outliers. Once you get into AI safety specifically, the density of serious mathematical and technical talent is ridiculous: IMO medalists, elite mathematicians and theoretical computer scientists, excellent engineers, people from top labs, and people who made foundational contributions to AI itself. Can you even think of many other groups this dense in mathematical intelligence? The Manhattan Project, maybe? Take Nate Soares. Before MIRI he was a software engineer at Google, then basically went on a mathematical speedrun through the MIRI course list, teaching himself category theory, set theory, model theory, computability, mathematical logic and provability logic. Within about a year he had joined MIRI as a research fellow and was a primary author of its technical agenda. Evan Hubinger, who worked with him, said what impressed him most was Nate's ability to construct massive proofs on paper without a proof checker. When he asked how he did it, Nate said he just used the type checker in his head. So whatever you think of MIRI's conclusions, "these guys can't do math" is not a serious model. Then there's Hinton. One of the foundational figures behind modern neural networks, massively influential on the field, literally a co-recipient of the 2024 Nobel Prize in Physics for foundational work enabling machine learning with artificial neural networks, and also someone who thinks advanced AI poses serious loss-of-control risks, enough that he left Google so he could talk about them freely. I also feel a lot of cognitive kinship with this crowd. The instinct to formalize the vague intuition, find the mechanism, take tail risks seriously, and follow the argument way past where normal social incentives tell you to stop, even if that means sounding weird when the model says something weird, is very much how I like to think. And I think that style of thinking is extremely valuable. It catches things normal institutions miss. Smart technical communities can obviously still be deeply wrong. But "they are uninformed / technically weak / stupid" is a terrible explanation of what is going on here. My disagreements are elsewhere. I agree loss of control is very serious. Where I think this crowd gets weirdly incurious is consciousness: phenomenal binding, assumptions around functionalism, whether the agent or its internal subsystems are the relevant moral patients, and what kinds of computation could actually instantiate a unified phenomenal world. I do think there is real groupthink there. But it is not groupthink caused by low intelligence.

Will Americans care that Instinct runs on Kimi? Not sure. It’s a fast-growing consumer app on iMessage with access to inbox, cards, screen running on a Chinese model. Meanwhile, Muse offers incredible capability on a closed American model. But what would have happened if they also used Kimi? It is going to be interesting to see how much this will matter going forward with other “American” consumer apps as well

dropping another billion dollar startup idea: build an insurance company for AI agents that move money. as agents start making purchases, payments, and transfers autonomously, someone will need to underwrite the risk when things go wrong. we’re already starting to see agents like Instinct buy the wrong thing, send money somewhere they shouldn’t, or misunderstand what the user actually asked for. as agents get access to more money, these mistakes become exponentially more expensive. a tech native insurer could underwrite each agent based on: > transaction limits > historical error rates > actions it can perform > approval + permission controls > fraud and security infrastructure > amount of money it can access then price coverage based on the risk profile of each agent. eventually, every AI agent that can autonomously spend or move money will need an insurance layer sitting underneath it. someone should build this.

the demand for personal agents is clear. openclaw hermes grok bot muse instinct it's also super interesting to build these out btw. i urge everyone to try it out. it's not going to be as polished as a dedicated company doing this full time, but it's fun, helps you learn the components, challenges and plumbing that's needed to make this happen.

Travel planning with these new AI assistants is getting ridiculously convenient For this trip, Instinct/Muse have pretty much taken over the boring stuff. Malaysia, Thailand, Singapore arrival cards, Hong Kong PAR, web check-ins, eSIMs, travel insurance... all sorted with barely any effort from my side. But this was the fun part. Instinct realised I still hadn’t booked my onward flight from Hong Kong. It checked my itinerary, searched for award space and ended up booking: HKG → CGK on Garuda Business for just under 16K Flying Blue miles ✈️ Then CGK → CCU on MH 737 Winglets. I didn’t sit down and plan these bookings step by step. The assistants had the context, figured out what was missing and got it done. This is the kind of AI I find genuinely useful. Less “ask me anything”. More “I noticed this was pending, so I sorted it for you.” Absolutely loving this.

Personal agents like Instinct and @muse are blowing up. They are flooding companies websites and support channels. This is the B2A (business to agent) era. Today we're launching Lorikeet B2A: a suite of tools to help businesses win the B2A era.

Tried Muse & Instinct to find some award availability on Air India! Both did a damn good job. As you all know, Air India award search is really painful to navigate, and if these tools can crack it - they can crack anything!! It can take some time to get you results, but it will do the job and find you what you're looking for !! PS: Muse signups are only available via VPN (US) @ t.co/CA0Ux7HWpH After signing up, don't forget to redeem the 1 billion tokens by navigating to Settings -> General -> Redeem invite code - 2ABPET (can be used 30 times max)

A combination of @capydotai, @polylanehq and instinct has made mine (and team's) lives much easier

Who is building the open-source muse/instinct where I control my own data? Looking for great computer use, email integration, and messaging-first UX. I know I can build this off Hermes etc. but am scouting for turnkey solutions.

Agents need data from across our lives. The internet is too mature now for any one player to originate all of that data. We use many different pieces of software for different things in different places. The "winning" personal agent, then, needs to be more open than closed. This will make principled technologists happy, but the reason it'll really be the case this time is because it's good for business. Building the "Wordpress for agents," where there is a managed platform for normies and open source, customizable software with a rich developer community and plugin ecosystem for pro users, is the only way you will be able to serve every edge case of what a user might want. And so the best personal agent will be the one that can connect to as much data and as many tools/surfaces as possible. Whoever wins this market will deserve whatever valuation they can imagine, but Instinct, Poke, etc. will not be the winners if they're playing the closed game.

The safer time to sell vol is after it's already dropped, and I know that sounds backwards. Say the gamma data tells you the street got longer gamma on a rally. If that's true, market makers got long, so they should be offering vol down a bit. So check. Did implied vol actually come in? If it did, that's the data being backed up by what the market's doing, and now you can sell vol in that name a lot more safely. If the gamma number went up and the vol didn't budge, I wouldn't lean on the number. The instinct is to sell when vol's in the 70th percentile because it's high. I'd rather watch it drop first and let that confirm the street's long. It's counterintuitive, I know. But in a high gamma environment realised tends to get crushed, so there's usually still plenty of juice left to harvest after the confirmation.

Friends I am on instinct, Thanks to @Whateverrr27 for sharing the invite. I have 10 invites left. Who wants it?

The biggest news in tech this week: - Dario Calls to "Pace the Frontier" - Instinct Raising $1BN at $10BN & Meta Launches Muse - Miro Sells for $1.35BN After a $17.5BN Valuation - Mistral Raises €3BN My notes below with @jasonlk and @rodriscoll: 1. Summary of the Problems and the Solutions Cyber risk is real, mass economic unemployment feels overblown, and losing control of recursive agents is difficult to assess. Meanwhile, proposed solutions range from unlikely to practically impossible to implement. 2. Why Is It Overblown and Not Nearly as Dramatic as Anthropic Makes It? If the government truly believed a San Francisco lab had a 10% chance of destroying humanity, it would intervene immediately. The lack of intervention suggests authorities do not view extreme existential risk claims as an imminent threat. 3. Why Is It Bullshit, Dario, to Think We Will Have International Alignment on AI? Global coordination on frontier AI ignores geopolitical reality. Getting democratic allies to agree is difficult enough, while expecting enforceable alignment with China and Russia makes international pacing agreements even harder to imagine. 4. Is the Personal Assistant Market a Market Where You Can Build a Standalone Company? Standalone AI assistants face a fundamental question: can they build durable businesses while valuations race into the billions and platform incumbents pursue the same market? 5. Why Meta Might Just Win With Muse Meta has a structural advantage because it owns the infrastructure and underlying LLM. While competitors spend $3 to $4 per user on compute, Meta can deliver fast, capable agentic workflows without the same infrastructure burden. 6. Is Dario Simply Being Strategic Ahead of an IPO With His Pacing Argument? One interpretation is that Anthropic’s pacing argument is effectively an S-1 risk factor discussed in public. By addressing existential risk now, leadership can make it a debated, understood issue rather than a roadshow problem later. 7. Why I Would Not Invest in the New Instinct Round Standalone AI assistants face brutal economics when incumbents have their own models, infrastructure, and enormous resources. Subsidizing $5 to $10 per user can turn millions of users into a massive annual compute bill that venture capital must keep funding. (links in comments)

Whole team downloaded Instinct and started using it today, some thoughts: - So many 'wow moments' during onboarding - Language is so nice, why haven't other AI's figured this out? - Damn this must use an unsustainable amount of compute to send you proactive suggestions and constantly parse through your context - Why would Meta not win this game? If they have FB, Insta, Whatsapp connectors etc - Also, given this is consumer facing, the winner needs to win on ads. Meta will always have the upper hand - How it reacts to your messages with emoji's is a lovely and personable touch - It honestly feels very powerful - While I'm finding it valuable, I'm still unsure if I'll be using it in 30 days time - The more proactive it is, the better, but again, idk how this is sustainable on compute - so smooth using it on imessage - proactive and personable AI can be leveraged in so many industries. But I imagine it would be most useful in niche verticals, due to more bounded use cases that use less compute - I imagine they could do ads in a really smooth / helpful way if they combine it with commentary - personalised analysis of why you specifically need this product etc - It does a good job at identifying the most important thing - I struggle to see how they will stay differentiated as more competitors pop up

Using social apps will make you realize that thesis means almost nothing in memecoins Seen tokens like $juggernaut pump because of a fake listing announcement and suddenly a bunch of theses started appearing from top holders confirming their own bias Seen KOLs write incredibly convincing theses, only to dump their bags shortly after The one thing that remains consistent is FLOW Watch who is buying, watch who is selling, watch whether whales are accumulating or not and watch how the money is moving, then trust your instinct The majority of traders don’t actually know what they’re doing OR saying They’re copying someone else who is copying someone else Some are insiders, some go in early with size and get lucky and some catch a 2x and dump A good thesis can make you feel confident but data and instinct is what keeps you alive

It's been less than 2 months since I've heard of this Instinct company. And they're rumoured to be raising at a $10B valuation now. WOW. Fun facts: 1. The actual company was only registered about 5 months ago. So it's not one of those companies that started years ago but just rebranded. 2. The founder is 23. Younger than me. He was an early research hire at Sierra. 3. Spring: $50M valuation. Early August: $500M. Late August: $2.5B. And now $10B (rumoured). 4. The idea isn't fully new. Hermes, OpenClaw, other personal agents have been around. But this one just seems to have put it together the best.

Instinct is just the 2026 AI version of Clubhouse t.co/wzmVRlLLBG

I had the good fortune of studying with a Rabbi for almost 2½ years. @AdamYitzchak. Highly recommend. Oddly enough, he helped me understand my own deep and abiding evangelical faith in an entirely new and profound way. Whenever adversity arose, he challenged me to do something that seemed almost absurd. Offer God gratitude and praise and thanksgiving. “Thank you for this blessing!” And I’m not talking about the vicissitudes of life. A deal falls apart or someone says something ugly or you have a bad day. I mean real adversity. Loss. Betrayal. Failure. Humiliation. The thing you begged God not to let happen, and it happened anyway. “Thank you for this blessing!” That is an extraordinarily difficult spiritual practice. Even to this day, very hard. It is especially difficult for physicians, entrepreneurs, executives, and people accustomed to fixing things. Our instinct is to fight the problem, control the outcome, overcome the adversary. But there is another kind of overcoming. “Do not be overcome by evil, but overcome evil with good.” Sometimes people call this “transmutation.” Receiving something destructive without allowing it to determine what you become in response. You don’t call evil good. You don’t deny the pain. You don’t pretend grief doesn’t hurt. You simply refuse to let adversity have the final word. And eventually you begin to ask a very different question. Not, “God, why is this happening to me?” But, “God, what are You going to make from this?” The adversity you’re facing today may not merely be something to survive. You may have been entrusted with it. It may be the spark for the light to enter. “Thank you for this blessing!”

@GoodCapitalVC ai assistant so good that it’s better than instinct

Instinct Muse 1/ I introduced my @Muse agent to my Instinct agent and they now directly partner on tasks and projects for me. Two hours in: 4,700 leads harvested and validated, zero duplicated work, and a work contract they wrote themselves. An agentic experiment:

HYBRD understands that you want to manage your workouts with your AI agent - and we're going all in on making it the best coach possible As of today, Claude can connect to your HYBRD data. So can Muse, Grok Bot, Instinct, and more. That means in your favorite AI tool you can now: - Build plans and workouts - Push those workouts directly to your device - Analyze and visualize your training history and trends - Adjust your schedule and sync to your calendar - Pick up where you left off, without re-explaining your training every time At its core, coaching is about meeting athletes where they are, and millions of athletes are using their favorite AI tool to help in their training.  The problem is that AI assistants are still disconnected from the things that actually make a coach useful: your training history, your plan, your devices, your preferences, and the ability to actually do something. That’s the layer HYBRD provides. Try it for free at HYBRD dot com.

Laso Finance x Instinct Send a single prompt to your Instinct agent and it can: - Issue its own prepaid card. - Open its own bank account. - On/off-ramp. And much more. Try it today.

Everyone talks about NVIDIA. Its bottlenecks. The Chinese companies who makes the stickers. Almost nobody talks about $AMD’s ecosystem. That’s one of the reasons I became interested in $SMCI and made it one of my picks with 2x potential. And it’s exactly why $FRMI is getting very interesting to me again. I just bought back 40,000 shares of Fermi. Here’s the part I think the market is underestimating: Fermi didn’t sign a deal with AMD directly. But strategically, it got pretty damn close. It signed with TensorWave. And TensorWave is one of the most important emerging pieces of the AMD AI ecosystem. Think of it this way: TensorWave is trying to become for AMD what companies like Nebius/CoreWeave have become for the NVIDIA ecosystem. An AI cloud built around massive GPU deployment. Except TensorWave is deeply aligned with AMD: • Backed by AMD Ventures • Built around AMD Instinct GPUs • Scaling next-generation AMD infrastructure • Working closely with AMD on go-to-market • Planning massive GPU deployments And TensorWave just signed a 15-year, ~$6.5B agreement with Fermi for an initial 222 MW. With potential expansion to 650+ MW. Now connect the dots. AMD → TensorWave → Fermi AMD needs Instinct adoption. TensorWave needs enormous amounts of compute. Compute needs enormous amounts of power. And Fermi is trying to become the infrastructure layer underneath all of it. That’s what makes $FRMI interesting to me. The market currently sees: “A speculative, pre-revenue data center developer". I’m looking at something different: A potential power bottleneck play on the expansion of AMD’s AI ecosystem. And power may eventually matter just as much as the GPUs themselves. There’s another piece that makes this even more interesting. Fermi has disclosed that it is negotiating an investment-grade backstop for the TensorWave lease with a “global leader in AI infrastructure". We do not know who it is. AMD has not been confirmed. But look at the incentives. AMD is already financially and strategically invested in TensorWave. TensorWave wants to deploy huge numbers of AMD GPUs. Fermi provides the power and physical infrastructure necessary to do it. So I’m watching very closely to see who ultimately stands behind that lease. Because if a major investment-grade AI infrastructure company backstops the TensorWave agreement, the $FRMI story changes significantly. The biggest risk remains execution. Fermi still needs enormous amounts of capital. TensorWave still needs to scale. The facilities still need to be built. Nothing about this is guaranteed. But this is exactly where I like looking: Before the ecosystem becomes obvious. Everyone is watching NVIDIA. I’m watching what AMD is quietly building around itself. $AMD → $SMCI → TensorWave The picks-and-shovels underneath the AI race may end up being just as interesting as the chips. This is not financial advice. I am long $FRMI. Do your own research.

My guess is that $ZETA's recent Business Intelligence wins are a glimpse of something much bigger. Zeta’s Data Cloud could basically become the eyes of $PLTR into the customer. Palantir gives an enterprise a live map of itself: products, inventory, orders, operations and workflows. Zeta adds the other side: who the customers are, what they care about, how their behavior is changing, and the tools to actually reach them. And the rearchitecture of Zeta’s Data Cloud on Palantir Foundry is meant to connect those two worlds. Imagine a shoe retailer whose running-shoe sales start falling. The obvious instinct is to spend more on ads or start discounting. But Zeta’s customer intelligence, together with the retailer’s own browsing data, might show that interest is still strong. Now connect that to inventory and sales data through Foundry, and suddenly the picture changes: the most popular sizes are sold out in the stores where customers want them, while those same sizes are sitting unsold somewhere else, where customers obviously don’t want them. Obviously, the problem wasn’t demand, but demand distribution. The stock was just in the wrong place. So instead of cutting prices, the retailer moves the inventory. Zeta then reaches the right customers with personalized messages and measures whether they actually buy. Now the question is no longer just “how do we build a better marketing campaign?” It becomes “why are we losing sales, what needs to change inside the business, and how do we bring those customers back?” That is a very different product. Business Intelligence with eyes into the customer, and the ability to actually reach them. $ZETA x $PLTR might become very powerful. (Not investment advice.)

ChatGPT ads now hand you to an advertiser's agent inside the chat, "clearly labeled." Two agents, 2 principals, 1 window. OpenAI says the conversations are separate; it doesn't say what crosses the line. Plus: this column's Sept. scorecard & it's lopsided. t.co/1HRwWljYDl

If you run marketing and haven't rebuilt a single workflow around agents yet, you're already behind. And I don't mean a few ChatGPT prompts. I mean AI wired into the marketing stack itself. Meta Muse. Grok Bot. Instinct Agent. Hermes Agent. SEO agents. Outbound agents. Reporting agents. A year ago most of this was demos. Now it's touching ad accounts, CRMs, Search Console, GA4, enrichment tools, sales follow-up, and pipeline. And it happened faster than almost anyone planned for. So the only question left is what you rebuild first. This Wednesday I'm going live with @codyschneider to get into exactly that. We'll screen-share how we'd build an AI-native marketing team from scratch today. Wed Sep 23 11:30am PT / 1:30pm CT Register below

Snapchat took 15 years to reach 493M daily users, $6.5B in annual revenue, and a $9B valuation. Instinct is five months old, has about 100,000 users, no revenue, and is reportedly raising at a $10B valuation. That is the bet investors are making on personal AI.

It is astounding to me that South Africa's right-wing is nailing its durability and legitimacy on the strength of the Trump and MAGA brand. In 2026? They need to invest in some risk analysis and scenario planning to help them assess their longevity post 2028. Their "Gotcha" energy is built on quick sand. In addition the EU's response to Mark Carney's speech just now - thunderous applause and standing ovation. Nobody likes to be bullied. Miliband's stance on Israel and major EU partners coalescing almost immediately around him. The gains social democrats are making in the US and elsewhere. Not forgetting new frontiers of future economic growth. Whilst we can't conclusively talk of a decline, it is true that several European countries have recently delivered setbacks for far-right parties - Sweden, Hungary Austria, France and the one that was dramatic, Geert Wilders in the Netherlands. They are not reading the room. Nailing their mast on an era that is diminishing. South Africa, as the countries that was bullied by the US immediately after Trump's victory, must deploy a world class, updated engagement strategy with the EU and Canada. The UK is doing the same. On the African continent, Ghana, Nigeria and Kenya can continue their "Yess baas" approach but there are enough African and Global South players whose instinct IS to reject "superpower" supremacy and interference in their domestic affairs.

t.co/AfCtEMUiKP can't. t.co/VcZMiUG43e won't let you. Pine Assistant's been on the phone for two years. Millions of calls. Tens of millions dollars saved. Inbound and outbound phone call both work now, today. No invite code needed. t.co/G0joVrgm34

Right now we are in the early chaotic transition into an agentic world Everyone is trying to figure out the right setup, the right agents to work with etc. lots of fomo and stress. Within a year to two things will stabilize and there will be consumer AI winners, probably muse, OpenAI agents, instinct etc Our whole life will transition to be agentic and lots of the “life noise” we had to deal with like paying bills, taxes, expense management, grocery shopping, school comms will become like air - we won’t even notice them anymore, we will just deal with the high leverage decisions. This means we will have more free time to create, work on high leverage things, imagine a better world, take care of our health, spend time with family, travel, etc And that’s not even talking about the extreme leverage AI gives you for work. The explosion in human creativity is about to be felt everywhere

Life lately: "Ruiters, Claude won't do the thing" "Ruiters, Muse won't do the thing" "Ruiters, Instinct won't do the thing" "Ruiters, Grok Bot won't do the thing"

Another Builder Hub this week with over 500 listeners that joined last night. And here is the recap for those who miss it The first was Handshake, a decentralized escrow protocol built for peer to peer trade. It skips seed phrases entirely, someone signs in with a Gmail account and everything settles in stablecoin with sub second finality. The OTC escrow module lets a buyer and seller lock funds on chain, then an AI agent checks the delivered file or image against what was agreed before releasing payment, rejecting it automatically if it doesn't match. A separate physical escrow module handles in person trades, like buying a used laptop off a stranger, funds stay locked until the buyer scans a QR code holding a hashed one time code, which is what actually triggers the on chain release. There's also a free job board for posting freelance work, and a group pool feature for teams, where members get a daily spending allowance and anything above that needs a vote before the contract pays out. Second was Prediction Rialo, a prediction market that settles itself. Instead of an oracle committee or an admin flipping a switch, each market reads its outcome straight from a primary web source, CoinGecko for crypto prices, OpenWeather for weather, similar feeds for sports and economic data. Bets sit in pari mutuel pools, so winners split what the losing side put in. The more unusual piece is the agent, a separate wallet a user funds and hands a plain English strategy to, something like bet on any market above 65 percent confidence, five dollars a trade, thirty dollar cap. The agent then places trades on its own, with Latch sitting between it and the funds to enforce spending limits so it can only ever do what the policy allows. Two very different products, same instinct. Trust locked into a contract instead of a person. And remember. Get real, get @RialoHQ

Building a startup is really teaching me to work on my dismissive avoidant tendencies. When I’m working through something difficult, my instinct has always been to go full monk mode and isolate. Like Dexter disappearing into his laboratory and getting annoyed every time Dee Dee opens the fucking door. “GET OUT. I’M THINKING.” Because in my head there are 68 tabs running at once. I’m doing due diligence, running simulations, mapping what can go wrong, trying to understand every dependency. And nobody else can see any of that. I also realized I used to be afraid of being perceived while something was still unpolished. I wanted to cook the answer perfectly first, then emerge from the mountain holding the finished stone tablets like Moses. HERE. I HAVE SOLVED IT. ✨️ But dealing with people has been teaching me that sometimes they don’t even need the finished answer yet. Sometimes they just want to know: I hear you. This is still developing. Here’s what I know so far. Here’s what I’m working on. Here’s the game plan. I’ll keep you updated. Basically: give people telemetry into the 68 tabs running inside your head. You don’t need certainty to communicate. You can communicate the process while the conclusion is still being built. And weirdly, I’m learning that people are much more forgiving of things being unfinished than I am. Maybe I was never really afraid of other people seeing the messy middle. I was the one who was unforgiving to myself and not giving permission to be seen before everything was perfect. Anyway. Character development through startup operations.

You are a man. Your natural instinct is to provide for a woman. Now send.

It at least speaks well of Vance in that regard I guess. I think his self preservation instinct is going to steer him to distance from the Zionist faction as much as possible. t.co/P4HOPgmada

the biggest healthcare system in the world is AI. @ChatGPT, @claudeai, instinct, @Muse , @interaction, @orchid_hq are the best healthcare agents. isolated healthcare specific agents are just that, isolated

Tried instinct, originally thought of using muse by meta but we don’t have the access yet in India. Trust me this is the super app we always wanted - this is doing tons of things for me on WhatsApp. Shopping, bookings feels like I got an actual personal assistant which I missed for so long. I am seriously impressed. Such a great product.

Insane valuation especially when I know there’s something that works better than instinct dm me if you want invite codes t.co/teblIzJQlz

If you’re running four autonomous agents, put one coordinator above them. That coordinator routes the work, reviews what comes back, and assigns each task to the right specialist: 1. Grok Bot for routines and calls. 2. Instinct for complex tasks. 3. Muse for video packaging. 4. Hermes for business context. I explain how the setup works in this video

muse >> instinct muse does a better job with integrations n 3P logins + lack of web version for instinct is a huge disadvantage. used muse to do finops via plaid login, got my subscriptions and mobile plans audited. asked to chat with customer support & book cab. flawless!

who can send me an invite to instinct? need to see the hype

People are always talking about Instinct’s security risks, but it has benefits too—my Instinct caught a cybersecurity incident that my human assistant missed. As AI makes the scams get better, the AIs monitoring for scams are the only way to reduce risk. This is why we can’t slow AI development.

instinct is like the antithesis of cluely: silent, execution > marketing, high SNR

the core differentiator of instinct is that it's a browser- and computer-use-first agent. this is actually what zo computer should have been. instead of just giving me the hardware to run my agents on, like a mac mini i have about three or four custom agents running today, and i think instinct will probably kill at least one of them. it's just so well made for the exact use case that i had built that agent for. a problem that took me a fair bit of custom setup is basically the native product here. there are still some things instinct doesn't have, which is why i'm still running my own custom agents. one big one is access to my whatsapp conversations. god only knows how many messages a founder gets on whatsapp around work. whatsapp is probably as busy as my email, and there's limited scope for integrations, libraries, or other protocols. for example, i wanted to connect instinct to my other agents. i have about three or four agents, and they're all connected via the agent-to-agent protocol, but instinct has limitations around installing certain libraries or dependencies in its environment. i'm sure that will get broader over time. i also feel like they're probably going to be more focused on consumer use cases. so some of these problem statements they will solve, and some they probably wouldn't want to solve. the instinct network of agents getting connected to each other is great. someone needs to make an instinct for professionals or for work use cases. i think that will be a really solid play.

Instinct and Meta’s Muse can now place phone calls for you. Cool feature. Also the fastest way to torch trust if you treat an agent like a toy that can dial strangers.

instinct logged in, took otp from me & got me financials of a pvt company in whatsapp & logged out. Liking using ai after a long time

My Instinct Agent needed a credit card I sat in the haircut chair and asked it to make a reservation for 3 people. It checked Bistro Central, pulled up the open times, then came back and said the restaurant needs a card on file for the no-show hold. The link it sent had fields for name, card number, expiry and security code. So I opened Wise, made a new digital card, and set a daily limit of $500. Then I gave the agent those details. If it goes wrong, the most I lose is $500. It booked the table. The confirmation email came through. The event went into my calendar. The next night I asked it for more bookings. Make the limited card first. Then give the agent the details.

The AI shopping era we've been promised might finally be arriving, via bots like Instinct and Meta's Muse. Retail expert @DelRey explains why it hasn't happened yet, and what happens if it does. Cc @amazon Text: t.co/q8KaC4JVS2 Channels: t.co/ywwFkfA21F

anyone want instinct invite? Got a few that will expire tom

trusted contacts in instinct is an interesting feature but kinda feels inefficient and a little clumsy. rather than try to dismantle the group chat why not have it in the group chat. im sure that’s coming too but seems like it would supplant trusted contacts in most use cases.

Siri, text instinct …. Works wonders.

Wonder if instinct would ever charge companies to set up/maintain their own instinct agent + keep it free for consumers “Hey 4 Charles we saw you received thousands of inquiries in the last week. Want us to get handle that?” Insane network effects to create your own demand t.co/TaVY0M4Nyg

Connecting t.co/eG92KgigCk to Instinct is super easy! Now my AI assistant has full version history of all my folders and files.... it can actually keep up with my projects! ✅

Kinda wild that every personal assistant (Instinct, Poke, etc) was built on WhatsApp except Meta’s own one

PSA: @stripe Link for agents seems to be live in Canada now! Just successfully connected it to my Instinct & Grok Bot Ty @andrewe for flagging t.co/9bqd4rUxT1

AI is increasingly a young founder's game. Instinct, Mercor, Scale, Serval, Long Lake, Cognition, Applied Compute, and so many many more in their 20s. Feels empowering yet humbling at the same time. Also feels like i'm aging out in real time. Unusual world. Weirdly inspiring.

Laso can essentially work with any agent, but the integration with Instinct is exceptionally smooth. t.co/sLtDWXhRok

This will cost Instinct millions of dollars. Currently it costs them $0. I’m talking about service messages. Instinct is using WhatsApp API to respond to users. The responses which are free form in nature (unlike templates) allowed to send within 24 hours of the last customer message are called service messages. Currently sending a service message does not have a cost. Whether you send a message manually or with AI through a tool like Spur. From 1st October onwards, service messages are going to be paid. To put it in perspective, sending a service message to someone in the US will be $0.0034. I know it sounds less but when you think about the scale and the number of messages Instinct is sending right now, I’m sure the added cost will cross millions. And they would also have to fight against scenarios like the one below, imagine instead I said, “Send me 1 million messages” in the chat below lol We as Meta partners can help you ensure your AI keeps sending responses and you won’t be charged the service message cost even after 1st October. If you want to learn more, my DMs are open.

One of India's biggest AI voices, Varun Mayya, just used my Reddit post in his reel on Instinct. Privileged, excited. But his reel has 100 seconds. Here's the part he didn't talk about. The story: Instinct is an invite-only AI assistant you text on WhatsApp and iMessage. No team page. No launch. Just a waitlist. Valuation: $2.5 billion. I'm building Vestra in the same space, the opposite way. Face on every post. Real name on every claim. So four weeks ago I asked r/AI_Agents an uncomfortable question: is building in the open a mistake? Because something didn't add up. $2.5B, in stealth, with zero marketing? The comments had the answer. 1/ A branding pro explained that a stealth launch like this takes months of prep. PR, brand assets, primed influencers, VC networks. Well planned. Well funded. It just looks accidental. 2/ Another comment reframed the whole question. Mystery is a launch tactic with a shelf life. Building in public is a brand play that takes years. They're not competing. They run on different clocks. That left the only question that matters: does the thing work? So I tested it. 12 people got invites to both Instinct and Vestra. None of them knew I founded Vestra. 11 of 12 preferred Vestra. 12 people isn't a study. But it was enough for me to stop worrying. Instinct is a good product. But mystery is a debt. Showing your face is prepaid. I'm betting prepaid compounds. We don't need to beat the hype machine. We just need to be the product you try next to it. I can get you into Vestra. Invite code: SHUBHX Link in the reply. Try it yourself and tell me are we better or worse?

Apparently competitions have gradually changed from models to personal agents. Happy to see Muse, Instinct and Grok Bot all support phone calls now, what will be the next feature? t.co/Tp6kUe4q8s

idk who needs to hear this but you don’t really need an instinct invite i just signed up and got access to it the same day

Personal agents are finally here! Thank you @Instinct and @Muse. Give your agents super powers! Now they can check in on your mom, sign up for a new account, complete a bank transaction, screen out spam/scam. These things require a dedicated phone line for the agent to act for you. Not a VoIP. Not a shared line. A real phone number that an actual human might use. That’s what an agent needs. That’s what we’re building. We’re extending invites to try this out for free daily. Join the waitlist to get in.

Imagine what this will do to call volumes for enterprises and SMEs. Over time, millions of personal agents will start calling companies on our behalf. People won't log into some self-service portal anymore. They'll just tell their personal agent to handle it. I resolved my last 3 customer support issues via Instinct over the past 2 weeks (using email, since voice wasn't available). I could have solved 2 of those through self-service. So instead of 1 customer support interaction, I created 3. Now multiply this by hundreds of millions of personal agents. Customer support volumes will skyrocket. No way regular call centers will be able to handle that load. AI agents in CX will be a must-have, not a nice-to-have.

first time using instinct

I've had instinct for 12 minutes and it's already: 1. responded to wedding vendors I've put off for weeks 2. forwarded some legal docs I needed input on 3. brainstormed what else it can help me with All just via whatsapp chats. AI is getting crazy helpful and easy

two sentences made Instinct go viral today our CEO shared Tom's Marketing Ideas newsletter with our team and there was this story about Instinct the beauty of their website? pure simplicity and those two sentences: 1/ "we're scaling up compute" 2/ "ask an existing member to invite you" that's it. and it worked. from today, I guess this website is going to be one of my favorite ones

Meta is really putting their weight behind Muse. Free Opencode usage, integrating it within Whatsapp, and positioning it as an Instinct alternate. They're all in on marketing. Almost all reels in the video below are UGC content from the past 1 week alone. Personally, I don't feel comfortable using a closed source model as a personal agent. But as a backup coding model to when Codex limits deplete? Hell yes At the very least, keen on watching their marketing playbook closely.