The bull case for assistant *startups* is that Muse is bootstrapping the 3P connector ecosystem, which can then plug into Instinct / Tomo / Sxn etc.

Unlike iOS, these “apps” are interoperable — just an MCP.

Unlike the OG fb platform, they don’t depend on the graph (yet!)
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Replying to @illscience
@illscienceny and VC always focus on revenue (money) and nothing of consumer safety it seems. It’s like in banking where they’ll be willing do wrong for 10!years because the fine is minuscule in comparison to the gains. I may be wrong but which actually presents a more positive return long term or is it only short term that counts? Do you all invest in products that actually have an accountability thesis with a long tail focus in mind?
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Replying to @Maybejoshb
@Maybejoshb I guess the counterfactual is that we have hundreds of millions of consumers that overpay on loans / cards / accounts but do so in a “predictable” way… imo our bar should be better than humans / status quo not perfect

Sep 23, 2026 · 9:15 PM UTC

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