Vivek Ramaswami & Sabrina Wu, Madrona
A new wave of AI personal assistants (Instinct, Town, Grok Bot, Meta Muse) is gaining traction as key capabilities—reliable computer use, long-horizon agentic reasoning, persistent memory, and SMS/text interfaces—mature simultaneously. Critical unsolved problems remain: credential delegation, payment/liability frameworks, data trust, sandboxing, and business model viability. Consumer stickiness, not download velocity, will determine winners.
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Topics: AI (Horizontal) · Consumer
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