We tested Instinct, MUSE and Grokbot. They’re ridiculous.

A new personal-assistant AI race (Instinct, Muse, Grokbot) is scaling to double-digit billions in weeks, threatening to disintermediate Amazon, Expedia, and DoorDash.

• AI personal assistants race: Instinct (founded by 23-year-old Northeastern dropout Noah Shin, launched ~2 months ago) raised at $2.5B, then $5B, then $10B valuation within weeks; works purely via iMessage texting.
• Big Tech responses: Meta's Muse app helped drive Meta's stock up ~24% (~$500B market cap added); xAI's Grok has multiple task-specific bots; Amazon blocked Muse from shopping on its platform, fearing disintermediation.

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