Crockett Ford, sunbeam Research
Our research · 2026-10-15
“Unlike ChatGPT, Claude, or Meta, Instinct doesn't send its own user agent or signature.”
Memory means the agent carries things between conversations rather than starting fresh each time. It is one of the most-claimed differentiators in this category and the word is doing a lot of work: at least three genuinely different architectures are being described by the same term.
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At the simplest end, memory means a running summary of your conversation history fed back into the model. It works, it is cheap, and it degrades as the history grows.
folk gives every user an isolated cloud computer plus a persistent memory graph, which is a structural claim rather than a prompt-engineering one. Vellum gives its agent its own identity and filesystem. Those are meaningfully different from a summarised transcript, and they are the reason those two products can act across many systems without being re-briefed.
The question that separates them is what happens to the memory when you stop paying. One product in this directory states plainly that your data is deleted if you cancel. Most say nothing at all, which is its own answer.
Named by the agents that state this capability. An agent that names none is not necessarily unconnected, it may simply not say.
Crockett Ford, sunbeam Research
Our research · 2026-10-15
“Unlike ChatGPT, Claude, or Meta, Instinct doesn't send its own user agent or signature.”
Kush Thakker and Tharun Anandh, Brace
Our research · 2026-10-01
“Out of the 456 people who asked for Instinct, only 31 posted about using it in the days that followed.”
Matt Robb
@MattRobbt · 2026-09-29
Update on letting Muse run Facebook Marketplace for me. So I’ve spoken to @dps and the Muse team tonight and we went through the log to figure out what went wrong. Regarding the address leak. The first thing that popped up from Muse when asking it to handle my Facebook marketplace was an option with ‘Allow One Time’ or ‘Allow Always’. I clicked the latter thinking it would still send approvals to accept offers later down the line (it didn’t so be careful). By doing that it granted Muse permission to send messages on my behalf going forwards using a template it put together using information it asked from me. Which also included the pickup address that I did give to Muse (again I didn’t think it would send it out to everyone that gave me an offer so it’s worth checking). I mentioned to the meta team it could be easily overlooked as it was with me and they said they will be making this more clear moving forwards. Regarding the lowball offer situation. It accepted an offer of $600 and sent out my address to a buyer to come collect the item after I strictly set a minimum of $700 with Muse. The Meta team informed me this was an error on their end which caused a display issue removing the ‘7’ from the output to the buyer. And with it stating “Sounds good, 00 it is!” after the buyer asked for $600 it made it look to the buyer like his offer was accepted. I suggested to Meta that each message sent by Muse should have a little “Sent By Muse” badge underneath so everyone knows it wasn’t sent by a human as there was really no way of knowing who sent what in the chat which is very concerning. As for the buyer, we made up and he even came by tonight to buy something else. All ended well. Take care everyone, and double-check what permissions AI has in your life.
anu
@anuatluru · 2026-09-28
A few thoughts on Instinct (been waiting for consumer AI): - Simplicity is clearly the north star (a prestige product philosophy, Apple-esque) - This is the new interface for commerce, and likely where all their money gets made. - Invite-only consumer growth naturally draws Clubhouse comparisons. It’s a good proxy for the Silicon Valley story arc, but far more solo utility and less social/media network - We’re still deep in unlocking personal superpowers via AI, long phase of tool before network (fits my “Self is the Platform” AI thesis from last yr) - And yet, this could be the first multiplayer consumer AI product to truly scale. ‘Trusted Person Network’ is a great use case and starts with family & close friends, like Life360 (what I’ve called Social Utilities). - Meta is coming, OpenAI will too … and new devices will enter the mix, but hardware is hard and it’ll be hard to beat iPhones anytime soon - Instinct will try to stay free, personality-agnostic, and low gooner / gambling index, which is good for a very mass utility play (also fits the prestige philosophy) - High EQ founder, a good signal for adapting to users, competing, fundraising, and media interviews … - Paradigm novelty is underrated for hiring. Many people want to work on the original new thing more than on copycats, so hiring shouldn’t be hard even at steep valuations, now $10B . - The first tweet from Noah that caught my eye was when he said there are no new interfaces. I 95% agree with that, and have been bullish since …
Most of these agents do several of these, so the same product turns up under more than one.
Building one instead? The infrastructure side is a separate half of this site: every provider that carries these messages, what they charge, and what the headline price leaves out. The guides cover getting an agent into iMessage, WhatsApp and SMS.