Pumped to announce 4 more sponsors for the SF AI Assistant meetup! > @thelinqapp > @browserbase > @crossmint > @mem0ai RSVP: More details on the agenda to come

The most eye-opening part of this report for me is Meta Wonder crushing the competition for the lowest rate of mishandling personal information In the age of AI assistants, it is imperative that consumers trust their Assistant to handle their personal information with care I'm not surprised Zuck put such a heavy emphasis on this dimension given Wonder will power the 6 million+ users Also cool to see that they benchmarked the rate of executing unauthorized code...does that mean coding is coming to Muse??

the market has chosen, AI assistants will be free what's crazy though is that today, roughly 50% of the industry sits behind a paywall... (of the 139 AI assistants I'm aware of, 30 are paywalled and 40 are freemium) within the next month, i think all of them will transition to free and those that don't will die (we just saw Pally do this last week!) why pay for [insert competitor] when Muse & Instinct are free? they'll need to figure out different ways to monetize, probably through a % of transaction volume

The state of AI assistants & the agentic economy, today: October 12th, 2026 1/ Four different AI assistants released a feature in the group chat/multi-player space: Instinct, @pallyai, @tomo, @wajo_ai 2/ The biggest story from last week: @SierraPlatform & @DecagonAI launched their own protocols to help AI assistants interact with businesses 3/ The AI assistant race keeps getting hotter: - Instinct released Instinct Concierge & an updated hotel booking experience - @bot launched their own email - @pallyai slashed their pricing, making their app free - @NaturaAI is entering the AI assistant hardware space - @hark_labs had an insane user surge in their launch 4/ The agentic economy is catching widespread attn: - @patrickc believes businesses will have to ship higher quality products/services as agents create a more rational economy - @alexandr_wang celebrates the one month anniversary of @Muse and their viral impact - @paulg breaks down the path to disrupt Amazon Want this breakdown delivered straight to your inbox? Subscribe here:

this gets me so hyped up every time I hear people complain about this, it screams opportunity! the pain point is clear, the solution still remains to be found one of the greatest opportunities to disrupt e-commerce as we know it and establish a new norm it all just comes down to who will work the hardest to win the pie 👀 if you are a business and you want agents to be able to directly purchase your goods or services, please hit me up!!

The people asked, I have answered. AI assistant weekly newsletter, At Your Service, comes out tomorrow: - breaking stories - AI assistant competition updates (features, news, etc.) - agentic economy insights - use cases in the wild - suggested prompts - upcoming events If you want to follow along, subscribe here:

How I use my AI assistant to find "free" money ~70% of consumers are sitting on credit card rewards that they never touch (often because they just don't know) - food delivery credits - hotel credits - discounts at name brands - streaming service credits - free global entry - rideshare credits Not to mention unique monthly merchant offers I've set up monthly notifications with my AI assistant, here is the prompt: "every month on the 1st, check my [insert credit card] credits/rewards and text me what's still unused, including any new limited-time [credit card company] offers. remind me again one week before anything expires."

I’ve spoken to 13 AI assistant founders and countless users over the past week There seem to be two main schools of thought: 1/ Less is more Users want an assistant that reduces time spent on their phone. The assistant that knows them best will win out, the one that will one shot suggest the perfect restaurant or preemptively draft emails ready for them to review and send The less options the better, the moat is its ability to know you extremely well 2/ More is better Users want an assistant that lays out numerous options, one that creates in-text apps or custom webpages curated to their discovery The user doesn’t care about spending less time, in fact, they enjoy the process of engaging with their assistant The more personalized options to let the user control the narrative, the better So who wins? I’m not sure if one assistant can actually satisfy both consumers as this is a step beyond personality, it’s raw experience. So we may have two category winners that cater to different preferences, like a Trader Joe’s vs Amazon. My best guess today is that we’ll likely see hardware-integrated AI assistants lean into the Less is more model and software dominant AI assistants lean into the More is better

Someone had to do it... Introducing Checkout/purchasing for most AI assistants today sucks, and platforms like Amazon are blocking assistants from shopping. We've aggregated ~500 household essential items (so far) If you want to successfully shop for name brands, let's say you need toothpaste, just tell your agent: "Use to buy me Colgate toothpaste" Product features: - supports @link checkout - WebMCP - browser-use or API checkout - llms.txt + agents.md - markdown on any page - no accounts or API keys - UCP + OpenAPI - image API so human can see what you are buying What other products do you want added? Let me know!

so many businesses are built on taking advantage of consumer complacency their pricing is dependent on the fact that consumers will not be rational, will not take the time to fight for the best prices, will not notice the gradual increase in costs AI assistants have the potential to change all of that > airlines give you flight credits if the flight you purchased dropped in price > pharmaceuticals have discount codes/generic alternatives that alleviate the financial burden > you can get the same groceries w/ same food quality at cheaper prices by switching brands when AI is the one acting on behalf of the consumer, there is no pain in time spent comparing, it does it for you, it fights for you once people start to figure this out, the whole economy built around complacent consumers will start to change and businesses will have to become a lot more consumer-aligned

SF AI Assistant lovers, your time has come! October 19th. Get ready for an epic AI assistant meetup 🤖 To be announced: > more sponsors/partners > location > event agenda RSVP here:

I love seeing hardware enter the AI assistant race So many I speak with talk about how they want their agent to let them spend less time staring at their phone A ring as the interaction surface for your AI assistant is a cool new take (and blends well with style trends) I do wonder how early adopters will react to losing visual feedback. Most agents still require back and forward, oftentimes they aren't good enough for one-shot prompts It'll be interesting to see how hardware without visual feedback performs when tasks aren't able to be completed in one go

I'm thinking of starting a weekly newsletter so others can easily stay updated on ALL things AI assistants In the past 4 days, here is what has happened: > @a16z & @omooretweets released the Top 100 Consumer AI Apps report > @SierraPlatform & @DecagonAI launched their own protocols to help agents interact with businesses > Instinct adds native customer service, talking directly to a company on your behalf. They also released Group Chats, their second effort into multi-player (after Trusted Network) > @tomo released Interest Groups, letting users chat with others interested in this same topic. They also released Anonymous Relays, letting users relay messages to others who aren't on Tomo > @Tabdotbot came out of stealth at a $300M valuation > @pallyai removed their paywall and is now 100% free If you're interested in a weekly rundown, let me know! Feel free to comment specific topics/things you'd want to be part of it I would want to make this as useful as possible for the general public

whoever can solve the most painful experiences will win the hearts of consumers customer service is one of those! when something goes wrong, it absolutely sucks to have to then deal with support the average consumer doesn't care about being 10% more efficient with emails, work, etc. they want to shop, they want to engage. so helping reduce the friction around that, helping to remove the most painful part of shopping, that creates an addiction i assume every AI assistant will soon start focusing on this as their "proactive" feature, getting ahead of customer support before you even have to think about it something goes wrong, you get a text from your assistant, "hey, don't worry I'm already on it" have that experience once and the consumer will be instantly hooked

I had a call this morning where there was an outstanding question on how to technically achieve something 30 minutes after the call, I got a notification from dots It saw that I had a challenge from my call transcript (via Granola), researched it and got back to me w/ a solution and its sources...zero prompting on my side. This has to be one of the best proactive assistant experiences I've had yet

This has to be the most profound development in the AI assistant infra space so far Amazon, United, and so many others continue to block agents & bots because: 1/ we don't have a clear method on how these agents should interact with businesses 2/ the businesses have no idea if the agents are bad actors A comprehensive protocol for how personal agents interact with businesses is critical to taking agentic commerce, and the ai assistant ecosystem, to the next level Kudos to all involved in putting this together!

Last year, my family dog passed away. My mom texted Instinct a picture of Benjy and it is now in active conversations with numerous breeders who have dogs that look like Benjy. It's serving like a pet reverse image search + broker How my mom uses AI assistants use case #1#