What VCs Really Think About Personal AI Agents | E2347

VCs are split on whether standalone personal-agent startups like Instinct can out-distribute incumbents like Meta, Google, and OpenAI.

• OpenAI's math breakthrough: OpenAI's unreleased internal model produced results touching four of seven Millennium Prize problems, prompting debate on what remains investable once AI solves frontier math.
• Data companies split opinion: Chris Farmer (SignalFire) backs vertical data plays like EvenUp and micro1; Kanu Gulati (Khosla) avoids pure data startups fearing labs eventually don't need the data.

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