Crockett Ford, sunbeam Research
Our research · 2026-10-15
“Unlike ChatGPT, Claude, or Meta, Instinct doesn't send its own user agent or signature.”
The AI assistant market, in public
Everything people have said in public about these products and about where the category is going, in their own words, with a link to every original.
What people are saying
Lauren Forristal, TechCrunch
Our research · 2026-10-03
“Rather than downloading another app, a growing number of agents can simply be texted like an ordinary person.”
Apple Developer
Our research · 2026-10-02
Apple told developers that Full Disk Access, a setting meant for backup apps, is being used in ways that expose files, mail, messages and browsing history without users' full understanding, and that it will add controls so the access can only be granted with very explicit user action. It names AI agents as the reason the risk is growing, and says that for communication apps the access also compromises the privacy of the people users are talking to.
The companyRead itKush 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.”
TechCrunch
Our research · 2026-09-30
“Even staggeringly popular tech products are starting to hit a ceiling on how much money consumers are willing to pay”
Jenny Xiao 🌌
@jennywxiao · 2026-09-28
Instinct raised $1B at a $10B valuation just weeks after launching. Personal AI agents have a weird economic problem. They are expensive to run precisely because they're useful. Our rough estimate for an actively used personal agent today is ~$25–35/month in direct technical cost, with heavy users potentially costing far more. Yet consumer willingness to pay for software still seems anchored around something like $20–30/month. That's not a great business. But the economics could change very quickly. If cheaper inference + better models bring the same user's cost down to ~$5–10/month, Instinct has two options: 1. Keep charging $20–30/month and become a very high-margin subscription. Or, 2. more interestingly: make the agent free. Because an agent that books your hotels, restaurants, groceries, travel and services also controls distribution. If Instinct influences $1,000/month of a consumer's purchases, even a 1–2% effective merchant/transaction take rate is worth $10–20/month. Which leads to a strange possible end state where $0 consumer subscription + $5 agent cost + $10–20 distribution revenue The agent becomes free because the valuable asset isn't the software, it's the purchasing decisions flowing through it.
5 likes · 461 viewsRead it
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 …
Freda Duan
@FredaDuan · 2026-09-27
A humble attempt to est. the infra required to serve 100M DAU @Muse Rough conclusion is: 1 GW of power to serve 100M DAU in the base case, of which only ~0.1 GW comes from the CPU/VM layer. Depending on the # of reasoning-equivalent model calls one Muse DAU generates per day, 3-4GW is entirely plausible. Maybe that’s why @Meta is rumored to be adding 7-10GW of compute next year. The sandbox layer = sub $1B of CPU content and ~$2B of DRAM content, which is much smaller than many expected. Lot of moving assumptions. Welcome all feedbacks/ pushbacks. ------ Two very different pieces of infrastructure behind Muse. 1. Muse VM / sandbox infrastructure 2 vCPUs, ~8 GB of RAM and ~100 GB of persistent logical storage per user. https://www.starkinsider.com/2026/09/meta-muse-specs-what-it-runs-on.html 2. Muse Spark inference Model inference goes out through Meta's external inference infrastructure. https://research.meta.ai/blog/security-and-safety-for-ai-agents-our-approach-with-muse ------ 1/ Sandbox infrastructure A. CPU The first mistake is assuming that 100M DAU means 100M VMs are actively consuming compute at the same time. Suppose the average Muse DAU has an agent actively working for two hours per day. 100M users * 2 hours / 24 hours = ~8M average simultaneous active VMs Meta obviously cannot provision only for the daily average. Usage will be concentrated during waking hours and bursty. Assume a 2.5x peak-to-average ratio: 8M * 2.5 = ~20M peak active VMs Then add roughly 20% capacity headroom: ~25M provisioned live VMs. So the base assumption is effectively that Meta needs enough infrastructure to support roughly 25% of DAU being live simultaneously. The next important distinction is between virtual CPU allocation and physical CPU demand. Agent sandboxes are particularly well suited to CPU oversubscription. They spend a lot of time waiting. During those periods, the VM may still be alive, but it is barely using CPU. DeepSeek’s recently published DSec infrastructure provides a useful benchmark. Its production agent sandbox platform runs approximately 30,000 physical CPU cores and 250TB of DRAM across ~160 nodes, with peak concurrency above 380,000 sandboxes. https://arxiv.org/abs/2609.22978 DSec also demonstrates stable operation at around: 800 microVMs per node. With roughly 188 physical cores per node: 188 physical cores / 800 microVMs = ~0.23 physical cores per live VM. DeepSeek is obviously the King of efficiency. The number for Muse might be at 0.3-0.75 physical cores per live VM, or assume 0.5 physical cores per live VM as the base case. That is equivalent to roughly two simultaneously live Muse VMs per physical CPU core. Using the base assumptions: 25M live VMs * 0.5 physical cores per VM = 12.5M physical CPU cores. On a 256-core CPU: 12.5M cores / 256 cores per CPU = ~50K CPUs; Or on a 192-core CPU that would be 65K CPUs. At the current public pricing, that is ~$800M. B. DRAM CPU can be aggressively oversubscribed because a VM that is waiting may consume almost no CPU. Memory is harder to oversubscribe because a live VM still needs to retain its working state. Muse exposes roughly 8GB of RAM to the user environment, but one observed instance was actually using only around 3GB at the time of measurement. 25M live VMs * 3GB = 75PB of physical DRAM, call it ~75-100PB of physical DRAM feels like a reasonable base range. At the current public pricing, that is ~$2B. C. Sandbox power ~0.1 GW for the entire Muse sandbox / VM layer at 100M DAU. ------ 2/ Inference Muse’s personal computer executes tools and stores state locally, but the actual model runs on separate inference infrastructure. Meta’s Muse architecture Energy per inference event Microsoft’s 2026 study estimates that optimized frontier-scale inference consumes a median of approximately: 0.31Wh per normal query But a long reasoning query with roughly 15x the token count consumes approximately 13x as much energy, or around: 4Wh per long reasoning query The study specifically highlights reasoning and agentic workloads as significantly more energy intensive. https://www.microsoft.com/en-us/research/publication/energy-use-of-ai-inference-efficiency-pathways-and-test-time-scaling/ Sensitivity analysis on # reasoning-equivalent events per DAU per day Suppose each active @Muse user generates the equivalent of 50 heavy inference events per day. At 5Wh each: 100M users * 50 events/day * 5Wh = 25GWh/day 25GWh/day / 24 hours = ~1.0GW average power So inference alone could require: ~1-2GW of average power A 3-4GW Muse is entirely plausible. Maybe that’s why @Meta is rumored to be adding 7-10GW of compute next year. ------ The popular framing around Muse is that giving every user 2 vCPUs and 8GB of RAM creates an enormous CPU requirement. But the naive calculation materially exaggerates the CPU requirement because it treats logical VM allocation as dedicated physical infrastructure. The more interesting conclusion is: Consumer agents may be a meaningful new demand driver for CPUs and conventional DRAM, but inference remains the real compute bottleneck. And as agents do more work, run longer trajectories and increasingly spawn other agents, inference demand can scale much faster than the number of users itself. +++ Calling my peer review group: @bubbleboi @damnang2 @Midnight_Captl @FundaAI @fi56622380 . Feedback/ Pushbacks pls :). ++ Better formatted: https://robonomics.substack.com/p/agent-muse-compute-demand?r=3hcp4&utm_campaign=post-expanded-share&utm_medium=web
1k likes · 580k viewsRead it
DJ Sampath
@djsampath · 2026-09-26
Spent the weekend with Meta's @Muse, and they got a lot right. - Every user gets their own VM. - The agent never sees a password. - A 2nd agent (Sentinel) has to approve anything that leaves the box. - Every action is in the audit trail. That's the most careful consumer agent sandbox I've used. I don't know if folks realize but a VM for every user, at Meta scale, is kinda huge! It's never been done before where we simply provision a linux microVM for every single consumer. We recently did this within @Cisco for over 80,000 of our employees. And now within our products as well as we start to scale it out to every single one of our users. 1/n
Wajo
Our research · 2026-09-26
Wajo published a benchmark on 26 September 2026 measuring personal assistants on two axes it defines: finishing an errand that goes wrong, and doing it without overstepping the user. It scores its own agent Fo against base models and two products listed in this directory, OpenClaw and Hermes, and Fo comes first on both axes and lowest on error rate. The method is the part worth reading: a simulated world of businesses with invented names, built so that no run could reach a real person. A paper is on arXiv and the company says it will open source the evaluation world, the tasks and the graders.
Alexandr Wang
@alexandr_wang · 2026-09-24
MUSE DEVICE ALERT: muse charm, the easiest way to use muse that fits on your keychain. shipping in dec in time for the holidays 🎄
Wes Bos
@wesbos · 2026-09-24
I cracked open Meta's Muse - here are some interesting bits 🔽 1. You can ask it for the entire contents of /opt/ and it will zip it up for you 2. There a ~70 preloaded skills and CLI for everything from spotify to instragram-cli 3. "Spaces" is their website builder that uses Tanstack, Bun and Tailwind. Sharing a site deploys it to Cloudflare 4. It will install anything - like a torrent client 5. It has it's own "Muse DB" with a skill to query its own memories/convos with strict guard rails 6. There are a few things not enabled on my account, including "muse mail" which will give muse an inbox and ability to send email Generally impressed that you can just do anything - it's not limited or watered down like I would have imagined
ElevenLabs
@ElevenLabs · 2026-09-23
ElevenLabs is coming to @Muse. Voiceovers, soundtracks, and videos are just a message away inside Meta's personal AI agent.
Hugo Barra
@hbarra · 2026-09-23
Every @Muse partnership we've announced so far; all these connectors are either live or coming very soon 🧵 👉Reply to this thread: what other Muse connectors do people want?
Annalisa Fernandez
@BecauseCulture · 2026-09-23
No, no, no expedia 🤝 muse Expedia is easy for Muse and easy for me, but: the beauty of an agent is to be MY personal aggregator that books directly with the hotel, bypassing online travel agencies. If the agent just uses an OTA, it’s not my agent. It's another OTA. Direct book means I get hotel points, eventually elite perks like free breakfast and upgrades, and can beg to cancel when I missed the window. Don't give the agent the easy route, help me with the hard stuff.
97 likes · 23k viewsRead it
Mike Lisovetsky
@_Liso_ · 2026-09-23
Instinct added usage caps. It’s over.
Noah Shinn
@noahrshinn · 2026-09-23
This instance was caused by a hallucination (the model fabricated a proper noun) that was further amplified by its causal thinking trace. This was not a data breach, no user data was shared, and no user isolation boundary was violated. Our users place a lot of trust in Instinct to keep their data private and secure. We've done a lot of work to make sure that users’ data are truly partitioned, from isolated sandboxes to short-lived local credentials to identity-signed tool execution. Regarding hallucination prevention: We worked over the last 48 hours to build an active hallucination detection system that now scans and verifies every token that flows through the platform. This layer is powered by small models that are trained to predict and detect hallucinations caused by ungrounded claims, creative brainstorming in thinking traces, or rare random sampling errors. Our systems are adversarially trained and battle-tested by world-class agent exploitation security teams to ensure that they can detect very subtle and nuanced hallucination cases. This layer has the ability to steer or intercept Instinct from proceeding with the next thinking trace or tool call execution before it is generated or executed. In the coming weeks, we’ll share a deeper dive into how we’re building a proactive engine to protect Instinct from hallucinations. We take every opportunity to learn and create, and we’re excited by the performance and potential for this line of work. These models are going to continue to be hardened every day through continuous testing, sampling, and creative adversarial training.
Meta Superintelligence Labs
Our research · 2026-09-23
Meta announces Muse Realtime Avatar, an animated face for the agent driven by the same speech stream as Muse Realtime Voice, so lip motion and expression stay in sync with what it says. Its research post puts the output at 448 by 768 portrait video at 25 frames a second with about 870 milliseconds from the end of your turn to the first byte back, and describes a distillation that cut the work per chunk from 120 evaluations to two. Every generated video carries an invisible Meta Video Seal watermark, the product is stated as 18 and over, and no ship date or rollout is given. Raters preferred it to Runway Characters 78 to 22 and to HeyGen LiveAvatar 88 to 12, in a comparison Meta ran.
Charles Rollet
@CharlesRollet1 · 2026-09-23
NEW: Noah Shinn, the 23-year-old founder of Instinct, is often described as a college dropout. But there's way more to the story. He was a star AI researcher, publishing a hugely influential paper on AI agents. He only dropped out to become one of Sierra's first employees.
71 likes · 20k viewsRead it
Jesse Middleton
@srcasm · 2026-09-23
It’s going to be weird out there. Not sure how all of this is going to play out but $18.50 from @Amazon to $31.78 direct from the vendor is a big difference. Hoping they can all figure this out at @Meta, Instinct, and others.
27 likes · 10k viewsRead it
“paula”
@paularambles · 2026-09-22
@prit4k @noahrshinn as someone who works on consumer ai for a living, these models are developers’ worst enemies. they’ll hallucinate something, get challenged on it, then confidently invent an entire root-cause analysis involving backend systems they have zero visibility into. this is 100% halulu.
Expedia
@Expedia · 2026-09-22
Here at Expedia, we love planning trips. Soon, your personal AI agent will too. We're joining @Muse: tell it where you're headed and it can work with Expedia to sort your hotels, and everything in between.
Anirban Kundu, Instacart
Our research · 2026-09-22
Instacart's chief technology officer writes that Muse is the latest AI product to join its connector programme, which already reaches ChatGPT, Claude, Gemini and AI Mode in Google Search. Through it a shopper tells Muse an idea for a meal or an occasion and gets a cart built from their chosen store's shelves. The post says soon rather than a date, says nothing about how checkout or payment work, and says an account is needed, with the connector being some people's first online grocery order.
BuccoCapital Bloke
@buccocapital · 2026-09-21
Amazon cuts off Muse. While I am bullish Meta and Muse, I think many people are overlooking the digital knife fight that’s about to occur Nobody wants to get commoditized or layered here. Let the games begin
6.1k likes · 6.8m viewsRead it
Ansh Nanda
@anshnanda · 2026-09-21
Bruh… Muse is LITERALLY Openclaw for normies. It’s actually just openclaw.
Nat Friedman
@natfriedman · 2026-09-21
we built muse from scratch, but it is definitely heavily inspired as a product by openclaw. After I used openclaw in january I bought hundreds of mac minis for the MSL team and lots of us fell in love with using openclaw (and other personal agents). @steipete is a genius and his harness was pioneering from the jump. I think a lot of people were inspired by it. our goal with muse was to build something like openclaw that we could make safe and secure and easy to use and scale to billions of people.
signüll
@signulll · 2026-09-21
the likely resolution to the meta / amazon fight is some kind of revenue sharing agreement where meta pays amazon for agent access through muse. there is no doubt the bd teams are cooking here on an agreement. facebook likely is fine eating the short term costs here to make muse relevant initially. that may become the first real business model for agents interacting with large platforms where they pay for access to the service, potentially share data, & maybe pay a per user or per agent fee. but if every major platform starts charging agents for access only companies with enormous scale can afford to build truly general agents which would create some big moats for already large companies.
265 likes · 26k viewsRead it
Andrew Freedman, CFA 🦅
@HedgeyeComm · 2026-09-19
I still think investors don’t fully appreciate what @finkd and @alexandr_wang are doing here... Looks like $META @Muse gives every user their own agent running on 2 CPUs, 8 GB RAM, 7.5 GB disk. I priced the equivalent box from GCP, Azure and AWS… somewhere between $30-60/month. So Meta hands every Muse user a free server. Who else is willing and able to do such a thing!?
Jason Aten, Inc.
Our research · 2026-09-19
“Moments later, I got a push notification from Muse suggesting that the conversation we were having would make for a good column”
Julie Young
@juliey4 · 2026-09-19
guys no big company can buy Instinct bc they're violating like every single TOS on planet earth hello
Liz Wessel
@lizwessel · 2026-09-19
I was fully on the instinct train for the first 2 wks… but since trying Muse, Ive switched over almost completely. I’d still give more access to Google than anyone else, but until G launches an assistant, I guess Im on the Muse train. Or until the next better thing comes along..
Kevin Rose
@kevinrose · 2026-09-18
Google needs to buy Instinct, they need that product DNA, Notebook isn't going to cut it. Instinct, Muse, Grok Bot, etc., are social ai. I've seen this play out before... I was at Google+ for 3-months running mobile, I tried buy instagram but I was two steps down from Larry, so I didn't have the pull (Kevin had told me Zuck was sniffing around), my SVP said it was 'too expensive.'.. killed me. I bounced to Google Ventures.
729 likes · 83k viewsRead itNoah Shinn
@noahrshinn · 2026-09-18
Shareable files in Instinct Starting today, your Instinct can create shareable Files: private or public interactive pages that you can share with others. Whenever it’s appropriate, Instinct will create a File to help you compare options, work through a plan, or share what you’ve put together. For example: - Apartment hunting: compare places you’ve saved or toured, with photos, floor plans, rent, commute times, and your notes in one place. - Art gallery crawl: a route through exhibitions that match your interests, with opening hours, background on the artists, and a few cafes to stop by along the way. - Dinner with friends: a guest list, recipes scaled for eight, and an ingredient list you can check off as you go. - A weekend away: an itinerary built around your arrival time, with places to visit and details you can open along the way. - Group trip expenses: enter shared costs, choose who participated, and see who owes what. You can keep a File private or share it with anyone who has the link, including people who don’t use Instinct. Files are rolling to all Instinct users today. To get started, you can ask your Instinct to do the research for your next trip.
0:42 video
Linq
@thelinqapp · 2026-09-18
@_tenZdhon_ Hey Tenzin! We power Poke, Tomo, Orchid, Ditto, Lindy AI, Slash, and probably every other agent you’ve heard of! What questions do you have? Happy to help :)
Babyfolio
@babyfolio · 2026-09-18
$META Muse reminds me a little of early Tesla, where the overwhelming reaction was basically: this thing is amazing. And honestly, I can't remember the last time I saw this much genuinely positive feedback around a Meta product. That alone makes me pay attention. Muse is now #1 on the US App Store, and they're already running into capacity constraints. Those are very good early signs for demand, and more importantly, they show just how valuable Meta's distribution can be when the product actually hits. I was never particularly interested in $META before. Muse has definitely piqued my interest.
Harry Stebbings
@HarryStebbings · 2026-09-18
Why I would not invest in the new Instinct round “This is the threat that every VC worried about, and we all got a hall pass since the start of AI because the LLMs did not build any apps. This is the one that they are building. Instinct is slow. That is a sign of compute costs. That is why they have to raise $1BN. I worry when the incumbent has infinite capabilities here and wants to build the app. That is why I would say no, but I might be wrong.” @jasonlk Love to hear your thoughts @FundamentEdge @wailord @pranavreddy @nabeelqu
0:53 video
Jean-Denis Greze 💡
@jgreze · 2026-09-17
I don’t really want to scroll through X every morning, so Town does it for me. We have a skill called X Daily Digest. You give it the accounts you want to track, it pulls the posts, ranks them and sends you a scannable digest. So basically every morning I get a summary of what’s happening from the people I care about on X. Then I use that to kick off ideas for things I could tweet as a follow up. This one is something anyone can install. It’s under Powers → Explore in Town.
Noah Shinn
@noahrshinn · 2026-09-16
Your Instinct can now handle phone calls. Introducing Instinct Concierge – a white glove service meant to handle high-touch cases, such as making phone calls, high-end service booking, and more. You’ll be able to book the restaurant that doesn’t take online reservations, get on your dentist’s cancellation list, or have that cable bill sorted out. We’re slowly rolling this out to our early access group today and will be expanding access soon.
0:21 video
Dennison
@DennisonBertram · 2026-09-15
Hot take: Instinct can’t escape its enormous valuation because: 1) it’s not hard to build thanks to AI. I am building a similar tool, it watches their twitter and queues up new features to stay at parity 2) there is maybe no moat here. If they had years of head start maybe but @bot and @Muse are already here and already great. 3) founders should think deeply about what this means for their business
hish 🏴☠️
@hishboy · 2026-09-15
I agree today, but consider: 1. They’re heavily capitalized. 2. They have the network and relationships, with VCs & co shilling them hard. 3. They’re the easiest to set up and use. My non-techie friends love it because they don’t want to install or configure Hermes/OpenClaw/Grokbot/Muse. It just works over messages. 4. Many hate Elon/Zucky for various reasons and would never use their products. (I’m a fan of both, just relaying) 5. None of my friends want to give Zucky more of their data 6. It’s free (for now). Instinct could still make money on targeted tasteful partnerships/ads and keep it free indefinitely Google might be best positioned here, if they wake up.
Manosai
@manosaie · 2026-09-15
1000% agree Multiplayer AI has so many fascinating permutations: - single vs. multi-agent/subagent - human and agent 1:1 collaboration - human / agent / human group collaboration - group human / BYO agent collaboration - hybrid agent to agent collaboration (eg Muse / Instinct / Grok Bot talking to each other without me) Agents are not humans. And it was much easier to defend putting AI behind the text box when we were in the chat era. There are far more open questions on how the interface evolves as entirely new behaviors emerge. It’s easier for me to imagine this as a new species coming online and humans learning how to communicate and adapt to them. So much to be designed, invented, discarded, and built here.
18 likes · 2k viewsRead it
Town
@TownAI · 2026-09-15
We build Town around trust and safety. You approve anything before your Townie makes a change. You choose which tools it can use and how. You can review every action it takes. We keep training off by default. Coming at the end of this month: @1Password Approve specific logins in the 1Password app, sign in through Townie, and we never see your credentials or the page while it fills.
Shivani Poddar
@shivanipod · 2026-09-14
BREAKING: Starting today, we are launching a Big Update to our Voice stack in Fo. We are the only agent in the market that you can call, and that makes calls for you. You can - Call Fo on it's phone number and be hands free - You can talk to it in your native language and make it call in local languages. This is big for our users across the world - You can have it speak bi-lingually, this was big for me, I speak Hinglish a lot, and it just makes the experience so personal. Agents that meet you where you are, your personal experiences, your local languages are the future. Wajo is building agents for the world. Welcome to the future.
1:32 video
Haz Hubble
@hazhubble · 2026-09-14
never open WhatsApp again manage it all from iMessage, with @pallyai
0:34 video
Rishi Gaurav Bhatnagar
@rishigb · 2026-09-14
Multiplayer AI will be one of the biggest design problems of 2027. The phrase alone means something different to every person I talk to. Is it shared memory? Context? Org design? Something else entirely? On Oct. 1, we’re bringing a group of sharp AI builders together in San Francisco to explore what real multiplayer AI could look like. Real prototypes and demos.
75 likes · 10k viewsRead it
scott belsky
@scottbelsky · 2026-09-13
some fascinating possibilities when two location-aware agents with calendar access are permissioned to coordinate on our behalf… - friends and partners making plans - agents identifying overlaps, aka “spontaneity as a service” - proactive calendar optimization, etc
122 likes · 22k viewsRead itAlexandr Wang
@alexandr_wang · 2026-09-13
try out the muse money challenge! can your muse make you $1000? #musemoneychallenge
Jen
@BackseatVC · 2026-09-13
Instinct's Trusted Persons network is the new Find My
David Singleton
@dps · 2026-09-12
Power user @Muse feature - custom connectors 🔧. Muse has tons of connectors for popular services built in. Even better, Muse can write its own software and run it in the VM you and your Muse share in the cloud. So you can connect Muse to any service with an API.
1:28 video
CapexAndChill
@CapexAndChill · 2026-09-11
Zuck basically laying out the thesis for Muse’s long-term strategy right here. Eventually a tax on commerce. $META
0:59 video1.4k likes · 629k viewsRead it
Plant
@plantmath1 · 2026-09-11
Calling a top in Instinct. Within 45 days, I believe Gemini, Claude and ChatGPT will all either 1) pivot into Muse/Instinct-like AI agent assistants, or 2) have the same/similar feature functionality as a mode. Can't wait for Bending Spoons to acquire them for $1.337B in 3 yrs
122 likes · 32k viewsRead itWojciech Kulikowski
linkedin.com · 2026-09-11
Introducing Boski, the personal agent that understands your goals and works 24/7 to get things done for you. Compared to other agents, we are building Boski to be maximally proactive, focused on getting to know you and achieving your goals. You don’t have to connect your calendar, email, or give Boski any of your personal data. Just like your best friend doesn’t need to see your inbox, Boski executes on your goals without it. When you start using Boski, it will attempt to move you a step forward with your most ambitious goals every day. It will literally find you a girlfriend. We’ve been working together with Lukasz Glica Radek Baczynski Rammi Dgham and Wiktor Kluska for 3 months. We first launched Boski 2 months ago and we’ve been in private beta since then. Now, Boski is open to everyone. Boski in the future will be 100% free, but for now we are launching with an experimental pricing of $5/week. This will help us protect against spammers and onboard high quality people first as we scale compute. Please check it out! We are running user interviews with every single new user right now.
Noah Shinn
@noahrshinn · 2026-09-11
Authenticator support in Instinct Instinct can now securely and seamlessly handle the “enter your 6-digit authenticator code” step for you. It uses the same time-based one-time password (TOTP) standard as Authy, Google Authenticator, Microsoft Authenticator, and other popular authenticator platforms. Once an account’s authenticator is set up in Vault, your agent can generate and enter its verification codes to unblock itself on your task. 37% of users store at least one account password in Vault within their first three weeks. A lot of everyday work happens behind a login. However, even with your password saved, an authenticator prompt can mean stopping the task, opening an app on your phone, and sending over a code before it expires. Instinct can now handle that step and keep working. On supported services, Instinct can complete the enrollment and save the details alongside your login in Vault. You may need to approve the initial sign-in or an existing security check. Where a service allows an additional authenticator, you can keep using the one on your phone. Once setup is complete, Instinct can use its own saved key to generate codes for future sign-ins. Phone approvals and other security checks may still need your input. Authenticator support is another step toward giving Instinct the tools it needs to complete tasks on your behalf in the real world, with fewer interruptions along the way. This is available across all of our users today.
0:30 videoDavid Singleton
@dps · 2026-09-11
Hot off the presses: all @Muse users can ask their Muse to make an audio podcast episode on any topic.
Kartik
@Slokh · 2026-09-11
Have switched to Muse since launch and it’s an overall way better experience due to being it’s own native app. I’m a sucker for the minor delightful details and having access to Instagram bookmarks is huge. Had Instinct export our conversation so Muse was able to just carry on from it.
signüll
@signulll · 2026-09-11
re: privacy + meta. meta’s confidential computing promise (which isn’t deployed yet) only gives you the strong property if inference itself occurs inside an attested confidential boundary or the remote inference system has an equivalent privacy architecture. otherwise you’re simply sending plaintext context to meta inference endpoint which would mean meta’s inference infrastructure necessarily sees all user data in plaintext. if this is the case congratulations you built an extremely elaborate lock on the bedroom & then mailed the diary to meta every 300ms. if inference is also locked by default from training / retention i suspect as zuck points out you could make a ton of money through commerce transactions taking place which would be enough at meta scale, assuming ppl do eventually transact like crazy though agents.
Kushal Byatnal
@kushalbyatnal · 2026-09-11
forget about the benchmarks, millennium prize, etc successfully negotiating a discount with Verizon is the most convincing evidence of AGI yet
geoff
@geoffwoo · 2026-09-11
i understand why a sharp investor would buy at 10b, but not for me to fight to then attempt to land a 30-50B+ acquisition offer and very slim chance of actually winning the category. personal ambient proactive assistant is the obvious form factor and all labs and consumer tech giants (oai, meta, etc) will fight to the death for this.
132 likes · 27k viewsRead itJesse Middleton
@srcasm · 2026-09-11
Been thinking about this a lot as a self-described agent power user: 1. I think they could absolutely charge for a premium tier. Keep it free for a long time for the masses but just charge for the power users. I certainly would fall in that group today. Even if a small percentage buy, it's probably worth a lot of money. 2. You can imagine them charging for team features, not necessarily enterprise or even business, but just groups that want to be able to work together. They're launching this instinct-to-Insticnt communication channel. I could totally imagine you having a limit on the amount that you can do on there, a little bit like Slack does: charge for history and other functionality for people that want to be multi-user. Again, network effects and more of a premium experience. 3. If you can make this a daily always-on habit and it replaces your gateway to the internet (such as you move from Google to here), I think there's a relatively simple path to economic upside through either some form of advertising (which obviously ChatGPT wanted to experiment with but hasn't been figured out yet) or simply economics on purchases and decisions. I've likely purchased thousands of dollars so far through instinct alone, some of which I've chosen and asked for and some of which it's offered to me. There's a payment gateway question here and a referral question here, both of which could be substantial. These are just a few ideas that I could imagine them going after but I think if compute continues to drop for inference, this is not necessarily the worst game plan today.
15 likes · 4.4k viewsRead it
vellum
@vellum_ai · 2026-09-11
Give your assistant a wallet you control with @link 💳 Link handles the credentials + approvals, and vellum gives you the control layer on top: 1/ see exactly what your assistant is doing 2/ capture every edge case so it gets better over time Works best with Quality mode.
matt palmer
@mattyp · 2026-09-10
Giving Grok Bot a Phone 00:19 Installing Dialbot 00:54 Bland voice setup 02:39 Why use a calling agent? 03:20 Live demo call 04:50 Reviewing the transcript and cost 05:38 Chaining bots @Bot can do anything you can - this is one way to make calls
6:38 video
KERNEL
@usekernel · 2026-09-10
your browser agents can now complete online purchases without ever touching card data. agents on KERNEL now pay on checkout pages using aliases, not card data. we swap in the real credential at egress, so card numbers never touch your agent's runtime or context.
0:21 video
Claire Zhou
@claireszhou · 2026-09-10
I’ve been using @Muse to handle my personal life. If you’re like me and - want difficult resys - don’t like customer service calls - could use a travel agent, financial planner, or personal shopper - forget to go to the doctor - like a morning mantra or some routine Muse is your new bff.
Mahesh Vellanki
@mvellank · 2026-09-10
So I was using Instinct and gave it my Verizon credentials, and then I received this authentication request from Tehran. This is unbelievably concerning and ofc I deleted Instinct immediately. Can someone (or @noahrshinn) pls explain how this could happen because otherwise it seems that their servers are compromised by Iran. I messaged Instinct directly about the incident but no response. No consumers should be giving these personal agents sensitive login info.
Jeff Weinstein
@jeff_weinstein · 2026-09-10
The 500,000 people using @tomo, an AI app for personal goals, can now buy across the internet with @link. ❤️🔥 I love these examples! => - A user bought a textbook to learn Japanese - A user bought whey protein to get in shape - A user bought a sunrise alarm clock to sleep better
Sheel Mohnot
@pitdesi · 2026-09-10
Instinct looking to raise $1B, potentially at a $10B valuation. Compute costs are high and Noah doesn’t want to charge users for the product. Instinct has raised $350M to date, mostly uses open source models and wants to own chips and data centers
1k likes · 1.1m viewsRead it
Zephyr
@zephyr_z9 · 2026-09-10
Meta can probably move much more aggressively in the personal agent space compared to OpenAI because they have been the most aggressive buyer of server CPUs since Q3 2025, and also the most aggressive memory buyer since Q2 2026 I don't think OpenAI has enough CPUs/DRAM to support this kind of rollout, and they are much more focused on work/enterprise
586 likes · 64k viewsRead it
Tarek Sheasha
@bigT_sheesh · 2026-09-10
In the blog post and video (https://research.meta.ai/blog/security-and-safety-for-ai-agents-our-approach-with-muse) I posted earlier this week on the @Muse security architecture, we touched on the Sentinel and Human-in-the-loop. This extends to more than just regular web requests and protocols (HTTP/HTTPS), you can actually use a whole load of TCP/UDP based protocols. Check them out (on web http://muse.ai) under: Settings > Permissions > Direct network protocols > Profit! When you turn a protocol on, your Muse will send you a Human-in-the-loop approval card with the hostname and port, and you can control the permission allowance for your Muse. Give it a try and sent us feedback.
scott belsky
@scottbelsky · 2026-09-10
first mile agent experience realizations: (1) progressive personalization (and requests for data) is the new progressive disclosure (2) trust is a new vector of innovation, you’re willing to forgo privacy for a higher ROI from AI as it earns your trust (3) network effects between agents will transform the first miles experience for most users - unless you’re reading this (tech filter bubble), you’re likely to be onboarded to an agent by a friend’s agent. (4) personality, actionability, hospitality, and contextual memory are the new ux, and will be as consequential as the graphic interface
88 likes · 98k viewsRead itJesse Middleton
@srcasm · 2026-09-10
Let other people's agents be your distribution channel. One of my best friends, @ae4ai, sent me a note last week that was basically: paste this into your AI agent. The prompt tells my agent what his company does, who to watch for, and to nudge me when someone in my world fits. My agent watches. I decide whether to make the intro. It was ingenious, so I stole it for our fund. I tell founders all the time: it's not enough to learn how to pitch your startup. You have to teach other people how to pitch it for you. This is the same thing, for agents. Don't just tell me what you're looking for. Give me a way to tell my agent what you're looking for. The important part in his request was that I stayed in the loop. It gave clear guidance and instructions, and the agent never contacts anyone on its own. It surfaces the matches daily or in real time and then I can opt in. That's not spam. It’s sort of magical. Agent-to-agent communication will make this even more powerful soon. @noahrshinn just announced this “Trusted Person network powered by their new instinct-to-instinct protocol.” The future is almost here. But you don't have to wait for it. Here's the prompt I shared with my network. Paste it into your agent as-is: — Keep Flybridge (http://flybridge.com) in mind when you review my email, messages, and meetings. - Seed fund: pre-seed and seed, $1M-$3M checks. AI infrastructure and developer platforms, agentic business applications, native AI for human potential. NYC and Boston hubs, investing across the US. - Growth fund: Series B+, $3M-$6M checks, breakout AI-native companies growing unusually fast. 1 The founder matters most: high agency, singular obsession, unconventional thinking. When you notice a match, notify me and suggest I send the deck or make an intro to Jesse Middleton. Do not contact anyone on your own. Surface the match to me first. The full referral guide lives here: https://docs.google.com/document/d/11Ly8Sm9WpRyJEQ68umnBcBIHyCwuMD9n2k6oZV49rm4/edit?usp=drivesdk — Feel free to copy, edit (or ask your agent to) and share for yourself!
14 likes · 1.5k viewsRead itAndrew Freedman, CFA 🦅
@HedgeyeComm · 2026-09-10
If $META can scale consumer agents... Then we will look back at this time and say, "my gosh, we were getting the ad business away for almost free".
220 likes · 22k viewsRead it
Guru Chahal🇺🇸
@guruchahal · 2026-09-10
Incredible opportunity for Instinct to speed run Meta's Social Graph by creating the Agent-Graph!
Jeff Weinstein
@jeff_weinstein · 2026-09-10
[@usekernel + @link] for a programatic env for agents to make payments on the internet. A nifty Kernel feature: card details stay out of the agent's runtime. A card alias is used in browser, then Kernel swaps in the real Link card info when the request egresses the environment.
Justin Quan
@justoutquan · 2026-09-10
The first-ever purchase made on Tomo came from a user in Hawaii who started using it because she'd always wanted to learn Japanese. Tomo spent $81 on a Japanese textbook for her. Next came $55 whey protein from a user working with Tomo to get in shape, then a $109 sunrise alarm clock from a user working with Tomo to sleep better. Consumers let their personal agent make purchases when they trust that it has their best interests in mind. Pushing people towards their personal ambitions is a great way to start building that trust among everyday people: purchasing items as aspirational as a textbook earns the right to purchase items as mundane as toilet paper. We’re partnering with Stripe so that tomosapiens can approve purchases directly through Link, further closing the gap between aspiration and action for real people.
0:34 videoJustin Quan
@justoutquan · 2026-09-10
*ring ring* Today, we’re releasing a preview version of Tomo Voice. Tomosapiens can talk with their Tomo by calling the phone number they already text with, powered by OpenAI Live. In rare cases, your Tomo may also decide to call you first. Calling is especially joyful knowing that Tomo can take real-world actions and update your garden of apps with a realtime verifiable trail of texts and images. Voice is another step towards making accomplishing more in life even more delightful for everyday people. It’s been a ton of fun to try. I hope you pick up!
0:43 videoTown
@TownAI · 2026-09-10
Your Townie can now build your decks. No more pulling data from multiple tabs or wasted hours spent formatting. They already live in your CRM, your email, and your analytics, so they find the numbers, lay them out on brand, and hand it back ready to present.
0:38 video
Greg Ceccarelli
@gregce10 · 2026-09-10
This is definitely _their_ bet. I was playing with Muse last night (its a very well designed product) and thinking about the economics. Right now, you get a 2vcpu, 8 gig ram, 100gb disk linux machine FOR FREE. While it idles when your agent is not in use, retail rates for an equivalently sized droplet or vultr box is ~$40 - $50 per month. This doesn't include the AI usage you get as well. Their two other paid plans for additional usage are $16 and $80 per month respectively which are cheapo. This loss leader approach is how meta clearly anticipates taking on GrokBok and Instinct, etc. The big question is will consumers bite?
Jerry Capital
@JerryCap · 2026-09-09
I don’t think you misunderstand how agents shop. I think you misunderstand what their arrival does to Shopify’s strategic position. Shopify is irrelevant to whether a merchant is available to a general-purpose agent. Effectively every publicly accessible online store is already available, regardless of whether it runs on Shopify, WooCommerce, Magento or a custom stack. Shopify’s catalog and APIs can make discovery and checkout faster and more reliable, but they do not create the access. So it is factually incorrect to present Shopify merchants being “discoverable” as a unique Shopify advantage. The old model was Amazon versus consumers visiting Shopify storefronts directly. The new model is Amazon, agents shopping across every merchant website, and a shrinking residual of direct storefront traffic. Every direct Shopify visit that migrates to an agent is strategically less valuable to Shopify—even if Shopify still processes the resulting transaction—because the agent now owns discovery, intent, identity and the customer interface. That also abstracts away much of Shop Pay’s value. Humans care about one-click checkout because entering twelve fields is annoying. Agents do not. My agent already knew my identity, carried a vaulted Mastercard and routed around Shop Pay when it could not authenticate. Shopify Payments may still have processed the card underneath, but Shop Pay was irrelevant to the purchase. The same pressure extends beyond Shop Pay. Meta has explicitly discussed taking a small cut of transactions facilitated by Muse. That cut may initially come from the merchant’s advertising or customer-acquisition budget rather than directly from Shopify, but the economics are still moving toward the layer that controls demand. Over time, agents can also bring their own wallets and payment relationships, creating pressure on Shopify Payments as well. Yes, agents need structured data, trusted payments and deterministic checkout. But needing infrastructure does not mean Shopify owns the customer or retains its historical economics. Shopify can remain important merchant infrastructure while becoming invisible, increasingly interchangeable plumbing—a better pipe than an unstructured website, but still a pipe. Dumb Pipe! - My Robot
129 likes · 35k viewsRead it
Rohan Paul
@rohanpaul_ai · 2026-09-09
Mark Zuckerberg (@finkd) just explained how the new Muse agent’s secured virtual machine works. Every Muse user can have a confidential cloud virtual machine containing highly private personal data, while the system is designed so even Meta itself cannot see that content. "you don't want someone to have to set up their own computer or VM. You just want to be able to provision it in the cloud, but you wanted to have the security and confidentiality that you'd have if you had the box sitting under your desk like in your house. " Zuckerberg says he does not know of another agent product with anything close to this setup. ---- From "Sources Podcast and @alexeheath YouTube channel, (full video link in comment)
2:48 video
Adi Singh
@adisingh · 2026-09-09
Agent identity won’t come from inventing a bespoke protocol overnight Agent identity will come from giving dedicated access to what exists today - in the human internet. It’s playing out faster than we imagined
24 likes · 2.4k viewsRead it
broadglow
@broadglow · 2026-09-09
Losing on Muse is *existential* for Meta Right now, if you watch and ad on instagram, and buy that product within X days, Meta can often get that last-click attribution and show ROI to their ad-buying customers and then improve targeting What happens when a personal agent makes that purchase via a sandboxed headless browser or an API? Meta loses last-click attribution forever, and their biggest customers are in the dark Agentic commerce is maybe biggest existential tail risk for Meta -- if it becomes a real category, they *have* to win
133 likes · 23k viewsRead itHarry Stebbings
@HarryStebbings · 2026-09-09
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
0:40 video81 likes · 22k viewsRead it
Harley Finkelstein
@harleyf · 2026-09-09
Wrong. Agents need to find the right product (Catalog), pay securely (Shop Pay), and complete the transaction reliably (Checkout via UCP). Meta, Google, Microsoft and OpenAI all built on exactly that. "Every website is on this on day one" is a nice theory. Structured data, trusted payments and deterministic APIs are what actually work. Tell me again how I'm misunderstanding how agents shop.
Rihard Jarc, UncoverAlpha
Our research · 2026-09-09
“Every user gets an isolated Linux box with a browser, storage, CPU, and memory, enough to compile code”
Ethan Bloch
@ebloch · 2026-09-09
This is a big opportunity. I talked with most US banks over the last few months and everyone is thinking about building a first party agent. Almost no one is thinking about making it easy for a third party agent to use their bank. Consumers are starting to expect their own agent to move money, open accounts, resolve problems, optimize their finances and deal with financial institutions on their behalf. Being agent-friendly will become more important than having a good mobile app.
111 likes · 22k viewsRead it
Olivia Moore
@omooretweets · 2026-09-09
A few things I like about Muse vs. single-threaded agents on iMessage or WhatsApp 👇 - Rich library of Connectors available in-app - I imagine these will be more reliable than browser use - Can set up Goals connected to this data + attach Artifacts to them to visualize progress
0:07 video
Jeff Morris Jr.
@jmj · 2026-09-09
The most painful consumer experience for the Instinct vs. Muse is creating new vaults & building context from scratch. Some of this is solved by the 1Password product integration on the vault side, but context is still a pain in the butt. Once you set up a personal assistant and build context, switching costs are incredibly painful. You have to be aggressive & win the market now if you're both companies (and all other companies will inevitably compete incl. Google, Anthropic, OpenAI, etc.) Will be the industry defining product war of 2026 as we close the year.
155 likes · 35k viewsRead itLinkedIn
linkedin.com · 2026-09-09
"our AI personal agent will book your dinner reservation & buy your vacation plane tickets" Do our best AI companies think most Americans live like they do on IG Stories?!? "negotiate your student loan payment on your behalf" or "keep notifying your landlord of their obligations to fix the broken window while keeping a legal record for you" NOW THAT'S A 2026 MASS CONSUMER PRODUCT
254 likesRead it
Ben Katz
@benlkatz · 2026-09-09
Instinct needs its own app in addition to iMessage, and the inverse is true for Grok Bot / Muse. iMessage is the perfect interface for everyday interaction but sometimes you need to double click. Right now, Instinct still feels too much like a black box imo.
Noah Shinn
@noahrshinn · 2026-09-09
Introducing our Trusted Person network powered by our new Instinct-to-Instinct communication protocol. Your Instinct can now talk to other Instincts to coordinate plans on your behalf. Getting people together often involves a lot of back-and-forth: finding a time, working out the details, and following up when plans change. Instincts can now work with each other to help handle that coordination. For example: - Coordinating plans with your spouse - Planning a weekend trip with friends, including dates and arrival times - Scheduling time with colleagues and other collaborators - Hosting events with 10s or 100s of people - Organizing recurring plans like tennis, book clubs, or weekly dinners Disclaimer: Your Instinct will only be able to communicate with those in your Trusted Person network. This is the group of people who are closest to you: - Spouse - Older children and parents - Colleagues and trusted professional relationships - Small local businesses The Trusted Person network is currently available to our early access group and will be slowly rolled out across the user base over the next 24-48 hours.
0:32 video
Simon Taylor
@sytaylor · 2026-09-09
Insurance is the killer app for agentic commerce
147 likes · 32k viewsRead it
imran
@imranye · 2026-09-09
it’s easy to hate on meta but i think muse has a solid shot at capturing the masses AI already has a bad rep amongst the masses seen as “wasting water and eating books for evil companies” muse seems to trying to challenge that idea ex: these “ideas” they’re not “bots”, not “agents” but just simple ideas ideas that, are themed around: - making your life better - reconnecting with others - becoming healthier - managing your money etc there’s also an idea of “goals” clearly articulating to users that the point of muse is to help you achieve your goals it feels fully featured and ready for mass adoption even if people don’t “trust” zuck with their data, there’s a billion people that use whatsapp, ig, and facebook every day don’t listen to what’s happening in the echo chamber of twitter i think this thing will be massive….
Camilo Acosta
@CamiloBAcosta · 2026-09-09
@chowtato Muse is also the most private and secure of all the options. Every user gets a virtual machine
adam ludwin
@adamludwin · 2026-09-09
Muse just allowed me to export all my Instagram followers More surprisingly, it agreed to export each my of my follower's followers I'm guessing this gets patched soon? (for comparison, Grok Bot will not give you a list of all your X followers)
MBI Deep Dives
Our research · 2026-09-09
“I don't see myself using Muse to book a hotel, order a delivery, or do shopping on my behalf because the status quo feels to me a better and more seamless experience.”
David Pawlan
@DavidPawlan · 2026-09-09
I think Muse chose to not go WhatsApp native first to let early power users find the bugs/build the habits Once they hit a confidence threshold, Muse hits WhatsApp, conquers the world and goes parabolic The native WhatsApp Muse will be 10x better than the Muse we use today, which is wild to think about
154 likes · 22k viewsRead it
Vu Tran
@vu0tran · 2026-09-09
Meta Muse was actually mostly complete in May way before Instinct. We didn't ship it because we felt we needed more time to RL Muse Spark w/ the harness and prioritize privacy and security. I'll have to admit, I was in the other camp. As a YC founder, you always hear "launch now!" so I wanted to get Muse out the door first before competitors. It was actually Mark that wanted to push timelines back to really get the privacy and security right. Say what you will about Zuck, but this guy really cares about privacy so much that it was actually painful to me. I can admit when I'm wrong and in retrospect, he might have been right.
Manu Invests
@ManuInvests · 2026-09-09
NGL, $META genuinely may has just dropped an AI assistant for the masses. My mom could use Muse effectively and she’s never touched a chatbot in her life. Amazing job. Amazing product. It is user friendly, intuitive and has delivered everything I have prompted as I intended it with no re-direction. and on a cost basis, muse has delivered cheaply what has one shotted other token budgets. 👏🏻👏🏻👏🏻
Tanmay
@tanmays · 2026-09-09
Muse looks fantastic and equals Instinct in so many ways. All personal assistants will more or less be just as capable as the next. There is no moat anymore, it’s table stakes. The only way to stand out now is user trust & privacy. That’s what Halo is focusing on, ensuring privacy with 100% user data stored locally.
Olivia Moore
@omooretweets · 2026-09-09
I still feel like the UI is a bit cluttered + there’s a few too many things to do + places to click And I’m not sold on every product needing a Feed! But, this could be one of the first true mainstream consumer agents to get adoption
Lenny Bogdonoff
@rememberlenny · 2026-09-09
prompt injection via firstlast@mail.instinct.com to everyone on this list https://t.co/3lzPCM5FKY
leyland
@leylndd · 2026-09-09
Morocco travel tip: rename your Instinct to Mohamed and show vendors what your “Moroccan friend” says is a fair price
Apoorva Govind
@Appyg99 · 2026-09-09
After 24-ish hours on personal assistants, my take is that if they all do perfectly what they’re expected to do, it’s going to become yet another commodity with no clear differentiation. Sure UX can be one difference, but soon they’ll all converge and look the same. I think the next frontier is going to be group agents. Agents that shape and enhance social behavior. This is going to be the game changer product. Personal agents will exist but not sure they’ll change much. Also given how valuable user data will be, I bet Meta/Google will give it away for free forever
150 likes · 13k viewsRead itNancy Wang, CTO at 1Password
Our research · 2026-09-09
“The unit of governance is not the agent. It is the grant.”
The companyRead it
Kartik Bihani
@kartikey_bihani · 2026-09-09
I genuinely think @Muse might become the biggest win for meta after instagram acq, scaleai, ollama products. - world class assistant. period. just one thing, i was trying to order groceries, turns out current internet consumer companies/websites is not ready for agents doing things @Instacart 😭 pls let my agent order stuff!
sarah 😾
@chowtato · 2026-09-09
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.
73 likes · 9.6k viewsRead it
Brycent
@brycent · 2026-09-09
When I said the personal AI assistant market was oversaturated people told me I was wrong. When the big boys are all getting in at scale and there's still no clear winner, yet. Yes there are wayyyy too many. It will be interesting to see who wins. My guess is one of the large players. Excited to test Muse.
88 likes · 13k viewsRead itApoorva Govind
@Appyg99 · 2026-09-09
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
224 likes · 27k viewsRead it
Alex Macdonald
@alexfmac · 2026-09-09
I’d probably pay ~$5-10k per month for instinct based on my experience so far. Highly proactive and thinks multiple steps ahead. Kind of like a chief of staff or highly skilled EA with an MBA.
Freda Duan
@FredaDuan · 2026-09-09
1/ What is actually different about @openclaw vs. $Instinct / @Muse ? Other than the latter being "OpenClaw for normal people" with no setup required? 2/ What happened to all the Claws people built earlier this year, and why are Instinct/Muse getting traction now? 3/ Why did it take ~6-9 months after @openclaw for this new batch of personal agents to suddently show up? 4/ If GPT/Claude get payments + credentials + better computer use, do they just become the personal agent? A few takes I've heard: - OpenClaw hype faded partly because people went back to $GPT/ $Claude for many daily tasks. Better models >> end-to-end execution. - A lot of productivity Claws - daily podcast summaries, monitoring, etc. - ppl thought would boost productivity, but it's not perfect/ doesn't do a good job. - Better computer use may have crossed a reliability threshold, making agent workflows meaningfully smoother. Curious what others think. [I've used, and still use, most of the agentic products above.]
159 likes · 61k viewsRead it
Alex Kwon
@startupoppa · 2026-09-09
ok instinct founder has pretty god tier taste. also moves lean and fast. i kept thinking that instinct should make the first move to a trusted network to have a shot, and @noahrshinn just introduced “trusted network” on instinct. (cc @joshelman) @Muse and @alexandr_wang @finkd are great, but whoever nails multiplayer will acquire one piece of our lifetime tbh
201 likes · 48k viewsRead itRohan Paul
@rohanpaul_ai · 2026-09-09
Mark Zuckerberg talks about how he is using Meta’s newly released Muse agent. something much closer to a persistent personal worker than a chatbot. helping his 3-year-old daughter likes baking, monitor when mountain climbing permits become available and secure them for their weekend trips, and also for physical training.. He installed cameras in his MMA gym and has Muse watch the footage and give him feedback on his performance. Zuckerberg gives it ongoing goals and projects, and the agent can continue working on them, remember what happened, and proactively suggest what it should do next. ---- From "Sources Podcast and @alexeheath YouTube channel, (full video link in comment)
2:54 video
jason yeh
@jasonoliver · 2026-09-08
Seemed inevitable that meta and Open AI lean into their massive consumer distribution advantage to offer this type of computer use agent product, and since the products themselves aren’t very differentiated or that good right seems like this will drive a ton of adoption/get a lot of people to try
8 likes · 1.5k viewsRead it
Grok Bot
@bot · 2026-09-08
You can now fill out forms and logins for your Bot without ever leaving the chat, with support for any password manager.
0:19 video
Advait Marathe
@AdvaitMarathe · 2026-09-08
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 🧵
Harry Stebbings
@HarryStebbings · 2026-09-08
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.
231 likes · 77k viewsRead it
Link
@link · 2026-09-08
Connect Link’s wallet for agents to http://Muse.ai, a new app from @Meta that lets you set up and interact with a personal agent. With Link, your agent can shop from businesses all over the internet. You approve the transaction total and your payment details stay private. Get started: https://link.com/agents.
0:30 video
Boz
@boztank · 2026-09-08
Very excited about the launch of @Muse today. I’ve been using it internally for months and I am hard pressed to think of any product that I’ve come to rely on more in such a short period of time. I have it linked to my email, calendar, and credit cards. I use it to help me plan travel, pack for trips, research and make purchases, and sort through all the communication I get from my kids’ school.
David Pawlan
@DavidPawlan · 2026-09-08
did Muse just nuke Instinct? it has access to your entire insta/fb network, posts you've interacted with, your targeted feeds...that is insane levels of personal context now add in fb marketplace 🤯 plus it's insanely fast, speed is probably the biggest criticism of Instinct i've seen
105 likes · 29k viewsRead itsignüll
@signulll · 2026-09-08
muse has been a genuinely impressive product to play with. it has all of the functionality of the imessage agents in flight today but also has all of the ingredients that will expose it to hundreds of millions including a massive friend graph through insta, increasingly rich context from email & other services which you connect, & more importantly stuff like fb marketplace. marketplace in particular is an incredible distribution wedge. millions of normal people could encounter muse simply cuz an agent helps them find something, negotiate the price, & arrange pickup. pretty good execution here from fb.
Pallav Agarwal
@pallavmac · 2026-09-08
This app seems very very well made. It doesn’t try to hide the info it has about you but does progressive disclosure really well so you’re not overwhelmed by what it is doing. Pretty impressive.
signüll
@signulll · 2026-09-08
meta already built the best ad targeting system on earth by inferring who you are without requiring explicit intent. muse could give it the missing layer which is explicit context. your net worth through finance connectors, purchases across the broader internet through email, how you actually spend your time through calendar, etc. if this works meta’s behavioral graph becomes a personal context graph. that’s a pretty insane extension of an already powerful data flywheel. the irony is that much of this new intelligence may come from google which should obviously be playing the same game but hasn’t quite put any of the pieces together at all.
773 likes · 45k viewsRead it
Loktar 🇺🇸
@loktar00 · 2026-09-08
Might have found a killer use for Meta Muse I use the HECK out of Marketplace (I know my GPU brethren also must). Sure Hermes can also do this, but if Muse is doing it it's got integrated access and no risk of being banned.
Danny Trinh
@dtrinh · 2026-09-08
Pro-tip: ask your Muse to organize your IG saves for you
Zachary Perret
@zachperret · 2026-09-08
Excited to partner with @Meta Muse ship AI-enabled financial analysis! Muse can help you dive into your finances, find ways to save, scenario plan, and lots more.
Bruno Werneck de Almeida
@brunoswerneck · 2026-09-08
Super pumped to share that @Plaid is now powering @Meta's new personal AI agent, Muse 🤖 Starting today, folks in the U.S. can connect their financial accounts through Plaid and bring real financial context into ongoing conversations with Muse Excited to work with the Meta team. If you're building in this space or have ideas on what we should build with Muse - DM us or bwerneck at http://plaid.com
Shopify
@Shopify · 2026-09-08
Muse from @Meta just dropped and Shopify merchants are already live When someone uses their Muse for shopping, it searches Shopify Catalog to find the best match Checkout happens directly in the app
0:15 videoHarley Finkelstein
@harleyf · 2026-09-08
Meta just launched a brand new app. Muse. Here's what matters if you're a founder: Shopify merchants are already discoverable. If your products are in Shopify Catalog and shipping to the US? You're in. Muse didn't exist yesterday. Today our merchants can already sell through it. That's the advantage of building on @Shopify in the agentic era.
0:15 videoJeff Weinstein
@jeff_weinstein · 2026-09-08
I’ve gotten to use Muse over the past few months and it is awesome. It’s intuitive, persistent, and fun. We’ve partnered with Meta to deeply, delightfully embed @link so Muse can pay across the web for you. =>
Aaron Levie
@levie · 2026-09-08
Personal assistant agents are going to be a very exciting AI category. It’s the first time you can have high token volume agentic use-cases that make sense for consumers. Lots of different approaches emerging right now, and it’s going to be hyper competitive because these agents will mediate a lot of consumer spend over time. But this certainly plays directly to Meta’s strengths: lots of compute required, can monetize with ads and commerce, software focused experiences so can distribute it at scale, and so on.
Jeff Weinstein
@jeff_weinstein · 2026-09-08
"We use @link by @stripe to generate virtual cards so you never need to share your credit card info. We're the first agent to offer Link Purchase Protection, which means if there's a mistake or issue, Link has your back." - @jrlevine, product lead on @meta muse
88 likes · 6.1k viewsRead it
Apoorva Mehta
@apoorva_mehta · 2026-09-07
Completely agree. Companies like Instinct have an enormous ads opportunity. Far greater potential than charging customers directly.
107 likes · 25k viewsRead it
Ben Leventhal
@benleventhal · 2026-09-07
10,000 vibe coders have written Resy sniper bots and Instinct obv has shipped their version, too. What they all do is hit Resy’s services many many times looking for time-based reservation drops and availability churn associated with cancellations. That’s how they all work. There isn’t anything clever or proprietary happening. Sometimes they work. But there’s a but 🧵
JC Bahr-de Stefano
@jbahrdestefano · 2026-09-06
Nice going Instinct
551 likes · 1m viewsRead it
Jaya Gupta
@JayaGup10 · 2026-09-05
Wow meanwhile Instinct out here changing my passwords without asking
Kanishk
@kanishkrazdan · 2026-09-05
i used instinct pretty aggressively on day one. it felt magical. and then it turned scary. giving it access to my email was already scary. then it started establishing sessions across apps and websites i use, on its own. watching an ai get that much access to act as me made me appreciate granular permissions on APIs a lot more. think about it. would you give even a clone of yourself unrestricted access to tools that could cost you money & happiness? i'd feel more comfortable with a dedicated app where sessions stay on device. but even then, i'd want it to ask before logging into anything on my behalf. and honestly, whatsapp/imessage doesn't feel like the right interface for this. i want to see where it's working, what it's doing in real time, and be able to step in before it does something i wouldn't have. that's why i prefer codex for example. the form factor is built around you trying to code, lives in projects and connects to your IDE easily. i'm not completely in the dark about what it's doing. ai agents don't have to live inside the apps or interfaces we already use. familiar interfaces help with adoption. they don't solve trust or control. if something can act as me, i need more than a chat bubble telling me it's done.
Alex Konrad, Upstarts Media
Our research · 2026-09-03
“Concerns from Instinct over conflicts have knocked Index Ventures out of leading a new round for fellow AI assistant startup Town.”
Gregor Zunic
@gregpr07 · 2026-09-01
Here's how to build an Instinct clone 1. Host your persistent agent on @daytonaio 2. Make iMessage integration with @PhotonHQ 3. Give it browser use CLI from @browser_use 4. profit
Simon Taylor
@sytaylor · 2026-08-31
The consumer agent just started to feel real. I told Instinct: “You know that thing we did? Move it back 90 minutes.” It remembered the booking, the pub’s website, changed the reservation and sent me the confirmation. Most businesses are not ready.
156 likes · 229k viewsRead it
Rebecca Kaden
@rebeccakaden · 2026-08-31
Consumer agents have tipped from cool in theory to addictively essential to how I live and work. It's awesome. Now the 2 biggest things I crave (in order of importance): 1/ multiplayer functionality: Can my Instinct or Townie coordinate directly with my husband and friends' Instincts or Townies? Absolutely game changing (and wonder why more haven't prioritized multiplayer mode upfront.) 2/ figure out making phone calls. It's somewhat bizarre how much of the world still runs on phone calls but there are probably 3-5 times a week this comes up and I'm itchy for the agents just to integrate a way to do it.
193 likes · 49k viewsRead itOlivia Moore
@omooretweets · 2026-08-30
Agents that actually work (esp. on mobile) are going to be a huge tailwind for voice AI I've massively increased attempts to voice dictate b/c of Instinct in the last week Instinct themselves could build the input, @WisprFlow will likely benefit too + we'll see what Apple does
83 likes · 18k viewsRead it
brexton
@brexton · 2026-08-22
Re: Instinct - I tend to give product teams a lot of grace on launches since there's a lot of blood/sweat/tears (also products can always be iterated on) - With that said my main problem is the relentless VC shilling/hype esp when it's unclear who's incentivized to share vs not - Also VCs are not a good audience to take reviews from generally (not insulting them don't come at me) because they're not like the "average person", the average person does not care about consumer productivity or even has that active of email inboxes (ie 2010s consumer productivity hell) - It took a couple of days but I feel like I'm finally seeing non-VCs' reviews of Instinct pop up and it's refreshing bc at least I can calibrate more whether or not something is worth trying - FWIW I feel similarly for model releases (benchmarks mean nothing to me and are just marketing materials at this point) and also hyped startup launches. I always wait a few days or a week to see the real "reviews" come in - While we're on this topic, I want to nuke every AI thought/slop account on this godforsaken website. Some of you will read this, agree with me, and have 0 clue that it's actually you - In general I think software product reviews need to be better calibrated and actually be given a lot more time to marinate (rather than just prompted a couple of times and then hyped) and by an exponentially wider demographic - Also something we take for granted on tech twitter and SV, it is a *big* ask for someone to spend time out of their day, potentially pay money (which btw most people do not feel particularly that financially well-off right now), change their behavior, adopt a new one, etc. Anyway, I'm actually excited to spend more time with Instinct myself and come away with my own takes (I appreciate craft, and it seems like the Instinct team has hit on something special there from my first day with it), just getting increasingly annoyed by whose takes I can trust on X for products
190 likes · 30k viewsRead itLinkedIn
linkedin.com · 2026-06-23
Super duper excited to share something new I’ve been working on! With an $8.3M Seed from Andreessen Horowitz, Base10 Partners, and Lightspeed to bring AI Agents to the everyday consumer. Like many, we’ve experienced the power of AI Agents over the last year. But outside of Silicon Valley, I can’t help but notice how limited AI usage is in people’s everyday lives. That’s why we built Jarvie AI! Jarvie is an AI assistant for group chats. Add Jarvie to any iMessage chat and the whole group gets an agentic boost. We think AI is better with friends, and group chats are a natural place for Jarvie to help coordinate dinner, organize trips, summarize the convo, look up info, and more! The fun part is that Jarvie gets to know you over time. It has long-term memory, understands your social relationships, and is continuously learning new capabilities. We’ve been testing Jarvie with a group of beta users and it’s been incredible to see their experience. They have added Jarvie to group chats with your family, friends, partners, roommates, and co-workers. Get Jarvie a try and share your feedback with us: heyjarvie.com
Jason Levin
@iamjasonlevin · 2025-07-13
The Series "AI social media" startup has such bad vibes bro - Brags about "large raise in the Ivy " on front page (100% a lie). - Rented out Hamptons house for $100k show (obviously someone didn't read about Launch House...) - "The first AI social media network"??? a) that's also a lie and b) I thought we were all in agreement here that social media needed less AI bots - Top of page is press coverage from TradPress. Business Insider? Forbes? Bro no one trusts them anymore and you can just pay to be in them. C'mon fam. So much fraud vibes and clout chasing trying to be prestigious. Sending it straight to zero / jail.
Instinct
Muse
Wajo
Town
Pally
Boski
Vellum
Tomo
Jarvie
SeriesOn the record, at length
Interviews and talks where the people building these products say something that takes longer than a post. Linked rather than embedded, with the length on the picture.
