1/ @simrangsuri and I spent months on a consumer AI report. One of the clearest findings: word of mouth from friends and creators drives how people discover AI, while paid marketing barely moves the needle. That got me thinking about personal agents 🧵
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7/ None of this works at scale without trust. Pushing reviews and transactions without the right incentives erodes it. Every follow-up is either a deposit into that trust or a withdrawal.
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Always be shipping ⏩ Always be partnering
The new mantra in the world of agentic commerce.
The new mantra in the world of agentic commerce.
Instinct + @OpenTable
You all know how much I love restaurant reservations, so I’m excited to announce our partnership with OpenTable. Your Instinct can now book and manage your reservations, from finding a table to moving the time when plans change.
Try asking your Instinct r.
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Kin’s most engaged users are older patients, ages 50 to 90, living in rural America and often managing several chronic conditions. Not your typical technology company.
@HealthcareAIGuy wrote a great piece with @DrParikhMBA and @AmitParikhMD on what they’re building at @MeetKinHealth. Three things stood out:
🩺 “The physician-patient conversation is one of the richest and most underused sources of information in healthcare.” Kin records your doctor visit, helps you remember what was said and what to do next, and lets you share it with family and caregivers.
🤝 Trust is the product. Kin is built for people who have never used AI. It works alongside the doctors patients already rely and trust.
⏭️ It helps you do what’s next. Kin knows what your doctor recommended, it has crucial conversational context so it can help you book the lab, find the specialist, or fill the prescription.
This combination of correct context + trusted pillars + valuable action taken = winning combination. Excited and proud to be an investor in Kin Health
@HealthcareAIGuy wrote a great piece with @DrParikhMBA and @AmitParikhMD on what they’re building at @MeetKinHealth. Three things stood out:
🩺 “The physician-patient conversation is one of the richest and most underused sources of information in healthcare.” Kin records your doctor visit, helps you remember what was said and what to do next, and lets you share it with family and caregivers.
🤝 Trust is the product. Kin is built for people who have never used AI. It works alongside the doctors patients already rely and trust.
⏭️ It helps you do what’s next. Kin knows what your doctor recommended, it has crucial conversational context so it can help you book the lab, find the specialist, or fill the prescription.
This combination of correct context + trusted pillars + valuable action taken = winning combination. Excited and proud to be an investor in Kin Health
NEW: Company Deep Dive — Kin Health
We sat down with CEO & Co-Founder Arpan Parikh, MD/MBA, who’s building the “Granola for patients” at Kin.
Built by physician founders for patients and caregivers, Kin turns visits into a longitudinal health record and is building an action laye👇
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While taking care of my dad, I had a binder of notes from doctors visits. Some handwritten, some in Apple Notes, some in Google Drive, it was a mess. I was a mess.
Every feature Kin ships is to the make the lives easier of patients and caregivers as they navigate their healthcare journeys. Starting with the basics - record and summarize what your doctor actually told you.
Simple changes, big difference.
Now available on Apple Watch ♥️
Every feature Kin ships is to the make the lives easier of patients and caregivers as they navigate their healthcare journeys. Starting with the basics - record and summarize what your doctor actually told you.
Simple changes, big difference.
Now available on Apple Watch ♥️
Kin is now on Apple Watch.
You asked, we shipped:
Tap Record on your wrist. Your phone stays in your pocket.
Phone visit? Put it on speaker and your watch records it.
Your summary and next steps land on your iPhone.
Always be shipping ⌚️
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Fascinating few weeks for personal agents. Amazon blocks every major AI agent. Shopify now lets any agent check out with Shop Pay. For now, agent reach runs on partnerships. Hoping more follow Shopify so consumers can discover and buy with far less friction.
Check out anywhere with Shop Pay
Today, we’re expanding our partnership with @Shopify beyond finding, buying and tracking orders from Shopify stores. Now, your Instinct can use Shop Pay at any online store.
The card and address you've already saved in Shop Pay now work across hopify, too. This makes it easy for your Instinct to make secure purchases on your behalf.
You approve every purchase in Shop Pay, and your card details never leave Shop Pay.
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100% agree - user trust not model capability is the barrier today
It's time for personal agents in healthcare.
Our system is fragmented and runs on clunky legacy software. That's exactly why agents that can navigate those systems on our behalf could make such an impact.
Karan, who leads health AI at OpenAI, calls it "absolutely ripe for " and thinks many of the barriers between patients, clinicians, and their data will dissolve. I agree.
Super inspiring convo with my friend @thekaransinghal on how AI can raise both the floor and the ceiling of human health.
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Congratulations to whipped cream who successfully rebranded to ‘foam’ or ‘cloud’ at every third wave / speciality coffee shops
Phenomenal work
Phenomenal work
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Just as the best founders are in the weeds with their customers, the best VCs of this new AI era will be in the weeds with consumers as their world evolves faster and faster, studying them, learning from them, analyzing them.
Well said @simrangsuri 👏
Well said @simrangsuri 👏
made it out of the groupchat and all the way to Substack 🫢 my case for why the eagles and early stage consumer vcs have the same problem 💚🦅
sgsuri14.substack.com/p/call-your-ow…
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Missed 1 in 5 patient calls, with 19% of dr appointment slots remain empty at the same time. Even more patients who don’t bother to call. Patients give up and practices lose revenue.
The fix has to come from both sides: AI helping practices triage demand, and personal agents handling the hassle for patients.
The fix has to come from both sides: AI helping practices triage demand, and personal agents handling the hassle for patients.
81% of after-hours calls to medical practices go unanswered.
Even during office hours ~1/5 calls are missed & 19% of appointment slots never get filled.
A new Prosper AI study of ~2K practices shows how broken patient access remains 👇
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Fascinating. Need to better understand why Muse retention is this high. Curious if others have predictions.
Meta Muse's retention is out, and it's almost as good as ChatGPT!
It's higher than ChatGPT at D7 (>30%) and just lower at D14 (22%). Not quite in the elite D14 tier of WA (67%) YT (59%) Insta (54%) or TikTok/Snap (37%), though.
Muse is one of the highest retaining AI products!
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🏠 60% US homes pay Amazon prime
🤖~2.5% pay for AI tools
Prime+ doesn't need to close that gap.
Top 1% of AI payers spend ~$900/mo per @a16z report
Instinct users who connect a card spend $1,300/mo through the agent per @noahrshinn
🐋 Agentic shopping is a whale product. Price it like one.
🤖~2.5% pay for AI tools
Prime+ doesn't need to close that gap.
Top 1% of AI payers spend ~$900/mo per @a16z report
Instinct users who connect a card spend $1,300/mo through the agent per @noahrshinn
🐋 Agentic shopping is a whale product. Price it like one.
Why Amazon is blocking Instinct & Muse, and one potential path forward x.com/i/article/2106…
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Amazing to see the innovation and hustle from companies the last few weeks to make the lives of consumers genuinely easier.
Doing this exact order tonight, except obvi adding froyo with honey!
Doing this exact order tonight, except obvi adding froyo with honey!
You can now just text DoorDash and let it order for you. It’s proactive, learns from your repeat orders, and helps you find the best deals and new spots.
Just tell it what you want without any extra setup. Ask it to reorder your usual, or add it to a group text to collect can even send a photo of your fridge and it’ll tell you what ingredients you’re missing for a recipe you want to make and deliver the ingredients to your doorstep.
We believe agents are a new app paradigm and are building for that future at @AIatDoorDash, with a lot more to come. This feature is in beta in the US, would love for you to let us know what you think! Waitlist: doordash.com/text
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