Meta's personal AI assistant, Muse, and its plush-like mascot Jolly, has been a surprise hit. OpenAI's Dots, released just yesterday, appears to be chasing the same cartoony personal assistant idea. And the up-and-coming Instinct assistant reached a $10 billion valuation on the strength of its agentic errand-running, focused on booking travel, making restaurant reservations, or cancelling subscriptions. The bull case is easy to make. Agentic AI has finally gotten reliable enough to handle everyday tasks. Companies are increasingly pitching that service to everyday people, who are getting genuine value out of it. If you're an investor, that looks an awful lot like the ChatGPT launch in 2022 ' the raw power of AI opening up a product category that was never possible before. Who wouldn't want a piece of the action' But there's a reason frontier labs have gotten gun-shy about consumer AI ' and it's not because the tech isn't good enough. Even staggeringly popular tech products are...
learn more
