Named in these same posts. This does not imply a comparison or recommendation.
How this is put together
Public posts from the accounts Zeitwire monitors, in the selected window. Findings need three supporting authors and a published source. Announcements can cite one known-affiliated account. This is a sample of the conversation, not a survey or a measure of adoption.
The posts behind the picture
Public source posts
@theo
T3 Code version 0.1.3 is now live! Stable is fully caught up to the nightly :)
Pretty small release, here's what's changed since v0.1.2:
- Complete redesign of the app to look significantly better
- Share threads with a guest in 2 clicks
- Opening a thread loads 85% less data, and cold connects send up to 93% less.
- Cmd+K search is comically better.
- T3 Connect promotes to LAN for using other boxes on same network
- File preview overhaul, now supporting office files, mermaid diagrams, sqlite dbs, audio files, pdf annotations, svg attachments, and more
- T3's agent instructions are 60% shorter, and the MCP tool schemas are a third smaller.
- "steer" is default (queueing sucks)
- More reliable PR linking
- You can now add custom instructions for title gens
- Muse Code now shows in usage tab
- All emdashes removed forever
- Various accessibility wins for screen reader support
- Code highlighting got way faster with @.pierre/highlights
- PR timeline, code tab, summary and search got way faster
- Streaming text updates are batched, so long runs use less CPU
- ~480 other things got merged that I forgot lol
...okay maybe it's a big release.
as a counter to anthropic s1 glaze
majority of q2 was the height of tokenmaxxing where companies were spending as much money as possible on credits
it wasn’t until july where the idea of managing ai spend started to get traction
also q2 was peak Opus 4.7 & Mythos/Fable season hype vs GPT-5.5, and Codex didn’t really take over until 5.6 during the summer
i love anthropic’s products though and probably will slam the ipo because it’s first pure play ai lab
but the belief that the headwinds for the ai trade have disappeared because of this document is not accurate
>models have never been more commoditized than they are right now
i used to be able to tell the difference between model outputs, now it’s almost impossible
the more they get commoditized, the more the margins compress. this was not clear in q2. it is now.
>still no clear proof of how ai drives more profit to most businesses
most of anthropic’s biggest customers are publicly traded companies & they will be incentivized to decrease their own Claude spend to improve their own margins
>capex commitments already signed until 2034
every hyperscaler & lab has been racing to sign deals spanning the next decade. this is all priced in already.
this means the labs/mag7 basically either find ways to make existing chips more efficient (deepseek deepinfer type stuff) or they dilute shares to spend more on capex.
either way stocks go down in both those scenarios
—
i am an ai bull but i believe the winners have still not been decided
i think muse is great but does anyone know if it can drive hundreds of billions of dollars in value to Meta? well that’s what’s priced in and that’s what it would take for the investment to be worthwhile.
—
of course a lot can change but it feels like the real ai trade will take place after this current one settles down
the real one will take time, just don’t see how it’s going to be this business cycle
Some stats on Muse from Meta's Q3 earnings call 👇
SensorTower reports 2.9M DAUs, growing ~15% WoW compounded (but slowing in last ~2 weeks)
TL;DR, usage is currently concentrated in the "highest value" users who aren't representative of broader U.S. (or rest of the world):
- 20% of U.S. Muse users are $1,000+ ARPU users across Meta apps (~$275 is baseline)
- 25% of users who have "set up" Muse (I'm assuming this means completed onboarding) are DAUs
- 25% of users have completed a transaction via Muse, with average purchase size at $200+
- Top three usage categories are: shopping, personal productivity, creativity
This is what I like about Grok @Bot's mental model vs the alternatives.
It's really easy to wrap my head around each bot being an employee with a specific job that I can onboard and make better over time.
Meanwhile:
1. Dots: Everything happens in a single thread and gets really confusing
2. Muse/Duet: Side channels and chats help here but don't feel as personalized as an AI bot employee
ChatGPT and Claude aren’t the endgame of AI. Even something like Grok Bot and Muse are early prototypes of the future.
I see four levels:
1. Smart features (Google Maps, Todoist Ramble): AI/ML improves part of the experience, e.g., finding a route or capturing tasks.
2. Chat in the app (Copilot): A sidebar with AI helps you work with what’s in the app.
3. Chat is the interface (ChatGPT, Grok Bot): You describe what you want, and the assistant uses tools to do the work. The chat window is still where you go to delegate and follow up.
4. Agents as collaborators (Shopify River, Doistbot): Agents are participants in your work. They use context, ask questions when needed, and deliver results alongside your teammates in *your* tools/environment.
Very few individuals and organizations operate at Level 4, but this is the endgame. You can see early glimpses of this, and it’s only in the last few months that Level 4 is even possible.
My unfiltered thoughts on personal agents.
Grokbot has the best UI and it’s arguably the best overall. In a lot of ways they’re ahead. Their desktop app feels the best, and their multi-bot coordination is great: you can set a team lead and it passes tasks to the other bots. Grokbot also has the best “webhook” feature, which means you can easily turn outside events into triggers that start your agents. That speeds up background workflows like watching your email, Slack and more. It also has Cursor integration, so for bigger tasks Grokbot can spin up a Cursor cloud session with any model (until OpenAI cuts SpaceX off from their models, which I think will happen soon). Unfortunately, running frontier models through Cursor costs more than Claude or Codex. Still, they’re the only ones embracing a team of agents. It’s a really cool idea, but the more bots you have, the more time you spend managing and maintaining them. I’m starting to think one bot with different threads/channels is the right answer, which I’ll get to with Claude Duet.
dots by OpenAI is rough around the edges right now, but it’s probably the most powerful if you use Codex, which I do. dots can spin up Codex sessions in the cloud or locally on your computer. So if you have coding or video editing workflows that need your local files, this is very useful. Codex computer use is also the best in the world: your dot can spin up a local Codex session that fully controls your computer, as long as it’s on. Their real-time voice is incredible. If you have your email and work tools connected, try this: go on a walk with headphones in, ask the agent to summarize your emails, have it draft replies and read them back to you, then send them off. If I remember right, this is close to a workflow you (Tim) used to have with your VAs before AI. It’s my favorite use case for personal agents. The one downside is that you have to call your agent, and it’s an awful experience. It literally rings, and it’s annoying.
Muse by Meta is a toy. I’ve talked to a bunch of finance people I play poker with who all tried it and set up automations, and they all said it doesn’t reliably do what they want. It’s fast, and its user numbers will probably keep growing. But it’s basically free: you get a TON of usage without paying a dime. That’s NOT a trade I’m willing to make. An agent doing high-leverage tasks should be running at the Opus 5.5 or GPT 6.1 Sol level.
Claude Duet - is in early access, so unfortunately not everyone can use it yet. First things first, it runs on Opus 5.5, the best model in the world. I’ve only had access for 72 hours, but Duet feels different from the others. It’s not a personified agent like Grokbot, dot or Muse, which gives it a more professional vibe that I like. When you ask your Duet agent to do something, it spins up a task, which is a new chat thread. All your threads show up in a Tasks tab, so it’s easy to see everything Duet is working on or has finished. And instead of creating more agents (like Grokbot), you create channels, just like Slack (I can tell @anthropic is Slack-pilled). I have a content channel, a finances channel, etc., which keeps different kinds of tasks separate. The only other app I’ve seen do this is Buzz by @jack, and it’s a good experience. Their strong point is documents (artifacts). If you want decks, high-quality docs or design mockups, Opus just wins. Period. It’s not close right now. Their weak point is real-time voice. It’s the worst of the bunch and borderline unusable, though I think they only added it a few days ago.
Instinct lives in iMessage, has no app, and doesn’t do anything notable besides show you product suggestions you didn’t ask for. (Not ads, according to their team.)
My hot take:
The VM is overrated. SpaceX, OpenAI and Meta all talk about the VM your agent can use and feature it in their marketing. It’s not as useful as you’d think, because more and more websites block bots that visit their site on the cloud VM. All of these companies promise their agents can make payments, but most payments either take forever or get blocked altogether. SpaceX has a cool workaround with Grokbot that routes traffic through your computer so it uses your IP address. But I’d much rather the agent just USE my computer for the task, like dot does by handing it off to Codex. Also, i don't think normal people care about the virtual computer. If anything they get offended they have to "stream a computer".
The problem with personal agents: by the time you read this, pick one, and test it for 7 days, every one of them will have released 10 new features and the whole landscape will have changed. It’s nearly impossible to keep up.
The MOST obvious (but REALLY good) STARTUP ideas right now:
1. Zestimate for company data (what your data is worth to an AI lab)
2. Google Analytics for agents (see which agents visit your site and what they want)
3. Y Combinator for 1 person companies (back solo founders running a team of agents)
4. Okta for agents (who each agent is and what it's allowed to touch)
5. Marie Kondo for your company's data (clean it up so agents can use it)
6. FICO for agents (a trust score before an agent can spend money)
7. Geico for agents (insurance for when an agent makes an expensive mistake)
8. Datadog for agents (see every step your agents took)
9. Twilio for agents (phone numbers and texting for agents)
10. Upwork for agents (hire an agent for a job instead of a freelancer)
11. ESPN for AI (every model launch covered like a big game).
12. Shutterstock for robot training videos (get paid to film yourself doing chores)
13. Credit Karma for what AI knows about you (see it, fix it, delete it)
14. Norton for AI scams (protect your parents from fake voices and emails)
15. PayPal Buyer Protection for agent purchases (fixes it when your agent buys the wrong thing)
16. Geek Squad for AI (set up personal agents for families and small businesses)
17. Dell for private AI (AI in a box for firms that won't use the cloud)
18. Carfax for used GPUs (a health report before you buy secondhand)
19. Airbnb for idle GPUs (rent out computing power you're not using)
20. Rotten Tomatoes for AI models (real reviews instead of benchmarks)
21. G2 for skills (find the best skills for your agent)
22. Dropbox for your AI memory (take what your agent knows about you to any agent)
23. Canva for physical products (design it with AI and get it made)
24. ADT for your personal agent (alerts when your agent does something it shouldn't)
25. Hertz for robots (rent one for a move, a deep clean or an event)
26. Harvard Business School for internet businesses (a real education in building online)
27. Workday for agents (onboard, manage and offboard your digital workers)
28. Getty Images for your face and voice (license your likeness to AI safely)
29. Meta Muse for older adults (and other high LTV niche)
30. Google Ads for agents (pay to be what the agent recommends)
31. Loom for agents (a walkthrough of everything your agent did)
32. Plaid for agents (approved access to banks, airlines and stores)
33. Jiffy Lube for vibe coded apps (quick fixes when your AI built app breaks)
34. Ancestry for datasets (where your training data came from)
35. The organic label for human-made content (proof a person made it)
36. Strava for builders (track what you ship every week)
37. Honey that haggles for you (your agent negotiates the price)
38. SEM Rush for personal agent platforms (like Muse etc)
39. Frequent flyer miles for agents (loyalty programs built for agents)
Got to give the Grok Bot team credit where it's due: they are shipping at lightning speed. Grok Bot is integrated into X, seamlessly, now.
Also, they are the only major platform that launched in the EU: Meta Muse and OpenAI Dots not available, so for EU+UK, less competition
Meta could turn data from its AI products into a major advantage for its advertising business.
Mizuho analyst @wammertime explains why Zuckerberg's plans to let users share their Muse data with Meta's broader platform could be significant.
“That has the potential to make a step function improvement in the ad targeting of the core family of apps business.”
SITUATION EXPLAINED: US banks are finding AI agents inside customer accounts, and some appear to be acting without the user's instructions.
• The banks include Morgan Stanley, Bank of America, JPMorgan, and Wells Fargo, and some don't even know agents are getting in
• Many are people's own agents, like Meta's Muse, logging in with the user's password, which most banks don't allow
• Banks often can't tell a person from a bot, and some agents have even called customer service lines
• Banks are blocking agents, rewriting their terms, and moving to read-only access that shows balances but can't move money
• Schwab says it stops outside agents trying to move client money "in the tens and twenties" every week
• Many agents can tap through your phone the way you do, banking app included, and your phone already holds most of your life
@theojaffee: "It seems like there's definitely a problem with people abusing AI agents before they are reliable enough, before they are aligned enough, and before they are capable enough to take actions on behalf of the user, kinda like someone with power of attorney would, without messing things up."
soft launched @memelord MCP v2 last night
woke up to connects from:
- @bot
- @cursor_ai
- @ChatGPT
- @claudeai
- @NousResearch
- @muse
The MCP is 100x better than our API and MCP v1.
You can:
- do face swaps
- do video character swaps
- ask what's trending
- request specific memes
how easy is it to connect?
just tell your AI “hook up to the Memelord MCP” to make your AI funnier
An AI just noticed that a job candidate's other offer expires at 6pm tonight, and no one asked it to look.
That's from the demo for Claude Duet, the new app Anthropic announced today. It reads your email and calendar in the background and messages you in the morning with whatever actually needs you.
Nicole, the business owner in the demo, wakes up to a brief with three things in it. There's a $640 health permit for her new Chicago location, that 6pm hiring deadline, and a $410K contract renewal her client just redlined.
Now look at how each one ends. The permit is ready and just needs her OK. All three finalists already have interview slots today, with the invites ready to send. Claude even drafted a counter to the redline. It does all the grunt work and stops right before the decision, which is exactly what you'd want from a great assistant.
The hard part is knowing what makes the list in the first place. To flag that 6pm deadline, it had to know Jenn was a finalist, find the competing offer sitting somewhere in an email thread, and understand that losing her means starting the search over. A new human assistant wouldn't catch that in their first week, because they don't know your life yet.
That's why the line I'd pay the most attention to is tucked into Anthropic's thread. Duet pulls in the memory, skills and connected apps from your existing Claude account, so it starts on day one already knowing who Jenn is. Grok Bot, Meta's Muse, OpenAI's Dots and Hark have all launched agents like this since August, and the race comes down to which one already knows the most about you.
The Northfield item is sneakier than it looks, too. Net 60 means the client pays two months after you invoice them. If that $410K bills monthly, every extra 30 days of terms leaves about $34K of Nicole's cash sitting in someone else's bank account while she's trying to open Chicago. Plenty of owners would skim right past that redline.
The background work eats into your usage limits, so power users will probably need Max. But the typical executive assistant in America makes $76,590 a year, and the cheapest plan Duet runs on is $20 a month.
Anthropic just destroyed all proactive agent startups.
That's what you'll see on your timeline.
That couldn't be further from the truth.
Personal agents, unlike other agent types, will exist in different flavors and personalities.
It's nice that Claude Duet runs on Opus 5.5.
Unlike other agent types, people will really think carefully about which personal agent to pick. Here, people think more carefully about trust, personality, intent understanding, continual learning, etc. The best personal agent is the one you can trust, not just the fastest one that gets the work done effectively.
But I think people will use multiple personal agents for different types of tasks/work. I think we are about to see an explosion of vertical personal agents.
Which one do I use? I am still testing a bunch of them (dots, Muse, and Grok Bot). But I have actually just built my own with Pi Durable. I like mine better because it is hyper-personalized to how I use personal agents.
pretty much every major ai company now has a personal agent product except google:
meta → muse
anthropic → duet
openai → dots
spacex → bots
slowly but surely the competition is shifting from who has the smartest model to who owns the persistent relationship with the user. this will be even more the case going forward.
you're seeing this because we likely reached peak intelligence required to power most of the worlds workflows probably earlier this year if not late last year.
The announcement we've been waiting for... Anthropic is about to drop their personal agent Duet (love the name)
A direct competitor to Dots, Grok Bot, Hark, and Muse
All powered by what I believe to be the best model on earth right now Opus 5.5
This is the one I'm anticipating the most. Claude more than any other AI has felt the BEST to talk to
It feels truly human and collaborative
This has been what's dearly missing from this new class of agent harnesses. None of them feel truly HUMAN
I have no doubt this will be the warmest, most fun personal agent to use
I truly believe this personal agent harness race is the most important race of them all. More important than the model race
People are giving their personal agents access to EVERYTHING
Their emails, calendars, text messages, finances, EVERYTHING
This is unbelievably valuable data people are now willing to give away to any company that makes helpful assistants
The winner of this harness race will have access to incredibly valuable data it can then use to train even better models
Anthropic is officially coming for the crown
An AI agent got a $250 delay credit out of Delta for one person. Another one cancelled $1,300 a month in subscriptions its owner forgot about. Then I saw the ranking of all nine of these agents built on what users say in public, and the one I use every day came in 6th.
Meta’s Muse is #1 with a score of 70.5.
@feedbackbench is a new site from Enterpret for comparing AI personal agents on what real users say about them. It read Reddit, X, YouTube and both app stores from August 31 to October 18, kept only the posts where someone described their own use, and scored each agent on popularity and customer love.
I’ve been using Instinct the most, so I had a horse in this. Instinct sits 6th at 46, behind OpenClaw and Hark (haven’t tried Hark yet). Hermes is 2nd and Grok Bot 3rd.
Now hold the money up against that board. Instinct just raised $1 billion at a $10 billion valuation and sits two points above Google. Nous Research, which builds Hermes, got to 2nd on a $90 million raise at $1.5 billion. Zuckerberg said last week Meta was ready to spend up to $200 billion on AI without knowing if it would work, and its agent is the one at the top.
Gemini Spark scores 44 and ChatGPT Dots 39, both below Instinct. That matches what I found when I tested both.
The Delta credit and the cancelled subscriptions only happen if you let the thing into your inbox and your card, so trust is the whole product here.
For my money this is the most interesting market in AI this year, and this is the first scoreboard for it that somebody other than the vendors wrote.
Built by @enterpret_ai, link in the reply.
Is it just me or is every model besides Claude and GPT models (comparably) unusable? Is this a skill issue? I swear they they are in the league of their own when I use grok, muse, Gemini or the open models I just end up frustrated.
Tolan CEO @quintendf explains why ChatGPT's explosive adoption hides a massive gap:
Hundreds of millions still use it as a smarter Google.
“By all accounts, ChatGPT was maybe the fastest-growing consumer software success in all of history. And yet hundreds of millions of monthly active users effectively use it as a smarter Google."
"It’s maybe not as simple as is AI being adopted, but it’s AI as we understand it at the frontier being adopted."
"Muse and what they’re doing at Meta is bringing a lot of people to realize, okay, this is more than just write my emails for me or smarter Google. But there’s still an enormous capabilities understanding gap between the 7 by 7 square miles around us and the rest of the world."
Daytona CEO @ivanburazin warns the world doesn't have enough CPU compute to run AI agents at consumer scale:
"When Grok Bot came out, for every chat you actually have a computer. I was like, yes, finally, this is what we’ve been saying forever. An agent to actually get its superpowers, it’s less about the model today, it’s more about the tools."
"We are an infrastructure company, but we’re mainly CPUs. We are not GPUs. GPUs are mostly used for pre-training and for inference. Most of the work that you do on your machine is actually on the CPU."
"NVIDIA now announced their own CPU, the Vera. Qualcomm is coming out with their own server CPU. I know of two startups building net new CPU tech."
"If for Muse to have 100 million users, it will spend $2.8 billion of CPU compute. Meta now has 3 billion users, and that’s just Meta. Think of all the consumer apps in the world, and if they all become agents, how much compute is that? That compute doesn’t exist in the world today."
@daytonaio