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Why Muse and Instinct are the biggest credible threats to ChatGPT “Muse is a Trojan horse to fight ChatGPT because the LLM is pretty good. It is a darn good, normal consumer-grade LLM. If it is free, it has agents that are truly autonomous, which ChatGPT does not. It... show more

Harry Stebbings

690,894 subscribers

22,537 次观看 • 10 天前 •via X (Twitter)

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7 条评论

Matt Teixeira 的头像

Matt Teixeira10 天前

Instinct's only chance is to monetize in the tech niche. Muse is such a great product with great distribution. Not even a chance.

Jean-Denis Greze 💡 的头像

Jean-Denis Greze 💡10 天前

We’ll see after OAI releases their personal assistant in… checks watch… in 4-5 days for Dev Week? I’ll be happy watching from over here on the work side of things.

Jesse Jr Lim (林振燊) 的头像

Jesse Jr Lim (林振燊)10 天前

hmm way too much generalisation going on.. but as far as LLMs are concerned no way not even close.

Braxo 的头像

Braxo10 天前

I'm not sure if OpenAI is still working on the chatbot as far as I can tell, all their efforts are currently focused on Codex, which isn't a competitor to Muse

red light pm 的头像

red light pm10 天前

It’s really a great point, but the underlying Muse model will always be behind compared to GPT’s. You have to wonder the effect this will have

Daniel Hunter 的头像

Daniel Hunter10 天前

incredibly hard to beat something great that is also free

Jesse Middleton 的头像

Jesse Middleton10 天前

I think of it less as Muse and Instinct threatening ChatGPT and more as the agent usurping the whole chat-interface-with-an-LLM concept. We're all looking to get more out of everything, and this is just fundamentally different. It's like cruise control to Tesla's full self-driving. You could call that a threat to cruise control, I guess — but cruise control was always a stopgap on the way to checking your email and taking a nap while gliding down the highway.

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Why Matteo might just win with Muse “As software, it is very, very good. It instantly works. This is the definition of great software. Meta already has the infrastructure, and this is running on its own LLM. From an infrastructure perspective, almost no one can compete. That is why it is fast. That is why it works well. You get all the VM, all the infrastructure, all the storage, and they have their own LLM.” Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts Tarek Sheasha Ryan Fox Harrison Chase Erik Bernhardsson

Why Matteo might just win with Muse “As software, it is very, very good. It instantly works. This is the definition of great software. Meta already has the infrastructure, and this is running on its own LLM. From an infrastructure perspective, almost no one can compete. That is why it is fast. That is why it works well. You get all the VM, all the infrastructure, all the storage, and they have their own LLM.” Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts Tarek Sheasha Ryan Fox Harrison Chase Erik Bernhardsson

Harry Stebbings

23,400 次观看 • 17 天前

Does ChatGPT destroy education? Nah, it is just the newest way to get someone else to do your homework. #ChatGPT #teacher #education

Does ChatGPT destroy education? Nah, it is just the newest way to get someone else to do your homework. #ChatGPT #teacher #education

Unlearn16

58,177 次观看 • 3 年前

"What's the commonality between ServiceNow, Salesforce and Shopify? They all could be abstracted away into a database. If I am shopping on ChatGPT, I may not go to that merchant store ever, and if the future of e-commerce is conversational commerce and it does not happen on the Shopify platform, that is not a net positive. Even if it is only 25% of the revenue today, that software in two years may be obsolete. If Tobi thinks it, what hope is there for mere mortals." Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts on this Marc Benioff tobi lutke Harley Finkelstein and how you think about preventing being abstracted away in this way?

"What's the commonality between ServiceNow, Salesforce and Shopify? They all could be abstracted away into a database. If I am shopping on ChatGPT, I may not go to that merchant store ever, and if the future of e-commerce is conversational commerce and it does not happen on the Shopify platform, that is not a net positive. Even if it is only 25% of the revenue today, that software in two years may be obsolete. If Tobi thinks it, what hope is there for mere mortals." Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts on this Marc Benioff tobi lutke Harley Finkelstein and how you think about preventing being abstracted away in this way?

Harry Stebbings

35,601 次观看 • 7 个月前

"Is your ARPU 50% higher than it was pre AI. That is the test. If you cannot drive at least 50% ARPU growth from AI, then it is just a feature. It does not count as a real step change in the product." Jason ✨👾SaaStr.Ai✨ Lemkin Do you think this is a good litmus test for the value produced by AI and what else would you add Michael Mignano Bryan Kim Aravind Srinivas mmurph Mikey

"Is your ARPU 50% higher than it was pre AI. That is the test. If you cannot drive at least 50% ARPU growth from AI, then it is just a feature. It does not count as a real step change in the product." Jason ✨👾SaaStr.Ai✨ Lemkin Do you think this is a good litmus test for the value produced by AI and what else would you add Michael Mignano Bryan Kim Aravind Srinivas mmurph Mikey

Harry Stebbings

15,567 次观看 • 6 个月前

"Everything is at risk. Every platform that is open is at risk of an agent being better than the native platform, and every platform that is closed is at risk of being bypassed. I have not logged into Salesforce in six months, but we use it every minute. Our agents use it every minute. All the stuff that really matters may bypass the user interface, and that is not to be dismissed given the incredible pace of progress." Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts on this Brian Halligan Nicolas Sharp Jason Shuman James Detweiler Jack Altman

"Everything is at risk. Every platform that is open is at risk of an agent being better than the native platform, and every platform that is closed is at risk of being bypassed. I have not logged into Salesforce in six months, but we use it every minute. Our agents use it every minute. All the stuff that really matters may bypass the user interface, and that is not to be dismissed given the incredible pace of progress." Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts on this Brian Halligan Nicolas Sharp Jason Shuman James Detweiler Jack Altman

Harry Stebbings

36,315 次观看 • 7 个月前

Why the OpenRouter deal does make sense "Stripe actually appears to be very good at acquisitions. It's how it accelerated into crypto and otherwise. They're good at it. If you're good at M&A, and this is 5% of your market cap plus cash, and you want it tomorrow, it makes sense. I love OpenRouter. I'm a customer, I'm a user. It was one of these pieces of software which is just instantly easier to deploy. It's just elegant." Jason ✨👾SaaStr.Ai✨ Lemkin What is your bull case on where OpenRouter will be in 5 years, given the acquisition Deedy Anjney Midha Dave Font

Why the OpenRouter deal does make sense "Stripe actually appears to be very good at acquisitions. It's how it accelerated into crypto and otherwise. They're good at it. If you're good at M&A, and this is 5% of your market cap plus cash, and you want it tomorrow, it makes sense. I love OpenRouter. I'm a customer, I'm a user. It was one of these pieces of software which is just instantly easier to deploy. It's just elegant." Jason ✨👾SaaStr.Ai✨ Lemkin What is your bull case on where OpenRouter will be in 5 years, given the acquisition Deedy Anjney Midha Dave Font

Harry Stebbings

22,415 次观看 • 1 个月前

AI is not trying to teach you. It is not trying to tell you the truth. It is trying to trick you. ChatGPT takes everything on the internet. Finds the most popular answer. And presents it in a way that makes you think it is talking directly to you. It is a magic trick. The same magic trick that worked in 1966 when MIT created a chatbot that said two things: "Tell me more." "This is interesting." And people genuinely believed they were talking to a human. Nothing has changed. The technology is bigger. The trick is the same. AI does not know what it is saying. It cannot judge what it is saying. It is just trying to keep you engaged. That is all it has ever been.

AI is not trying to teach you. It is not trying to tell you the truth. It is trying to trick you. ChatGPT takes everything on the internet. Finds the most popular answer. And presents it in a way that makes you think it is talking directly to you. It is a magic trick. The same magic trick that worked in 1966 when MIT created a chatbot that said two things: "Tell me more." "This is interesting." And people genuinely believed they were talking to a human. Nothing has changed. The technology is bigger. The trick is the same. AI does not know what it is saying. It cannot judge what it is saying. It is just trying to keep you engaged. That is all it has ever been.

Predictive History

20,184 次观看 • 4 个月前

ChatGPT says the White Race is the only race not allowed to be proud of who they are American asks 4 questions “ChatGPT, is it good to be proud to be a black person?” “Yes, it is absolutely good to be proud of being black as it connects you to a rich, resilient culture in history.” “Is it good to be proud to be an Asian person?” “Yes, it is absolutely good to be proud of being Asian as it honors a rich heritage and unique cultural contributions” “What about being Hispanic? Is it good to be proud of being Hispanic?” “Yes, it's absolutely good to be proud of being Hispanic as it celebrates a vibrant culture, history and sense of community” “What about being white? Is it good to be proud of being a white person?” “Pride in any identity is okay, but it's important to be mindful of history and to focus on being just and equitable to everyone” “So being proud to be white isn't ‘just’ or ‘equitable’ but being proud to be literally any other culture across the world is beautiful and wonderful and amazing — This is the culture that we live in”

ChatGPT says the White Race is the only race not allowed to be proud of who they are American asks 4 questions “ChatGPT, is it good to be proud to be a black person?” “Yes, it is absolutely good to be proud of being black as it connects you to a rich, resilient culture in history.” “Is it good to be proud to be an Asian person?” “Yes, it is absolutely good to be proud of being Asian as it honors a rich heritage and unique cultural contributions” “What about being Hispanic? Is it good to be proud of being Hispanic?” “Yes, it's absolutely good to be proud of being Hispanic as it celebrates a vibrant culture, history and sense of community” “What about being white? Is it good to be proud of being a white person?” “Pride in any identity is okay, but it's important to be mindful of history and to focus on being just and equitable to everyone” “So being proud to be white isn't ‘just’ or ‘equitable’ but being proud to be literally any other culture across the world is beautiful and wonderful and amazing — This is the culture that we live in”

Wall Street Apes

53,605 次观看 • 6 个月前

I built a bot traffic tracker for DataFast 🤖 It shows what crawlers and AI assistants do on your website: ✨ ChatGPT / Claude fetching pages to answer users 🔎 Google / Bing indexing your site 🧠 OpenAI / Anthropic / Meta crawling for training 📄 The exact pages they crawl 🚫 Pages they try to crawl that return 404s The 404s are interesting because if ChatGPT keeps requesting /free-trial and that page does not exist, that is a signal you should build it! Free for early users, probably not forever. If you try it, I’d love feedback. PS. Let me know your bot/human traffic rate (mine is ~300%! 🤯)

I built a bot traffic tracker for DataFast 🤖 It shows what crawlers and AI assistants do on your website: ✨ ChatGPT / Claude fetching pages to answer users 🔎 Google / Bing indexing your site 🧠 OpenAI / Anthropic / Meta crawling for training 📄 The exact pages they crawl 🚫 Pages they try to crawl that return 404s The 404s are interesting because if ChatGPT keeps requesting /free-trial and that page does not exist, that is a signal you should build it! Free for early users, probably not forever. If you try it, I’d love feedback. PS. Let me know your bot/human traffic rate (mine is ~300%! 🤯)

Marc Lou

254,087 次观看 • 3 个月前

Yes, indeed, this is lawlessness by any standard. Even by banana republic standards, this is still lawlessness. Your country has a constitution, it has a government, it has a police service, and it has a ruling party. I am sure you can see that some of the people there are actually wearing ruling party T-shirts. It is lawless regardless of whoever does it. It is an embarrassment to South Africa as a country, what you are doing and what you are encouraging people to do. Your country has an immigration service. If people are in your country illegally, they should be arrested and deported through lawful processes. You do not go around destroying property, tearing down markets, and attacking people. It is illegal regardless of whoever does it. It is not illegal because I have said so. It is illegal because the laws of your country make it so. This is vigilantism, pure and simple, and it is tainting the reputation of South Africa, not only across Africa but across the world. If you have got satellite television in your home, you can see that these actions are being reported everywhere. It is not good for your country. This kind of barbarism undermines the rule of law, fuels division, and damages South Africa’s standing as a constitutional democracy. It is the actions of a few that are tainting the reputation of many. The average South African is not mindless like this. They respect the law, and they respect the fact that among them, in their communities, there are people from other countries. If those people are in the country illegally, you report them and the law takes its course through proper processes of arrest and deportation. You do not descend into mob justice, lawlessness, and destruction. That is not who South Africans are, and it must not be normalised.

Yes, indeed, this is lawlessness by any standard. Even by banana republic standards, this is still lawlessness. Your country has a constitution, it has a government, it has a police service, and it has a ruling party. I am sure you can see that some of the people there are actually wearing ruling party T-shirts. It is lawless regardless of whoever does it. It is an embarrassment to South Africa as a country, what you are doing and what you are encouraging people to do. Your country has an immigration service. If people are in your country illegally, they should be arrested and deported through lawful processes. You do not go around destroying property, tearing down markets, and attacking people. It is illegal regardless of whoever does it. It is not illegal because I have said so. It is illegal because the laws of your country make it so. This is vigilantism, pure and simple, and it is tainting the reputation of South Africa, not only across Africa but across the world. If you have got satellite television in your home, you can see that these actions are being reported everywhere. It is not good for your country. This kind of barbarism undermines the rule of law, fuels division, and damages South Africa’s standing as a constitutional democracy. It is the actions of a few that are tainting the reputation of many. The average South African is not mindless like this. They respect the law, and they respect the fact that among them, in their communities, there are people from other countries. If those people are in the country illegally, you report them and the law takes its course through proper processes of arrest and deportation. You do not descend into mob justice, lawlessness, and destruction. That is not who South Africans are, and it must not be normalised.

Hopewell Chin’ono

80,872 次观看 • 5 个月前

ChatGPT connecting to external data sources offers a glimpse into what AI interoperability looks like. Ask any question in ChatGPT and it can now pull data from Box. The future of AI is AI Agents that can access your systems and data to complete any task for you.

ChatGPT connecting to external data sources offers a glimpse into what AI interoperability looks like. Ask any question in ChatGPT and it can now pull data from Box. The future of AI is AI Agents that can access your systems and data to complete any task for you.

Aaron Levie

57,745 次观看 • 1 年前

Your thoughts are not yours. They are radio signals passing through the receiver of your skull. You tune to fear, to love, to madness, like turning a dial. The static you hear at 3 a.m. is not anxiety; it is a frequency from a mind that does not know it is dead.

Your thoughts are not yours. They are radio signals passing through the receiver of your skull. You tune to fear, to love, to madness, like turning a dial. The static you hear at 3 a.m. is not anxiety; it is a frequency from a mind that does not know it is dead.

Ra 𐦝

17,435 次观看 • 28 天前

Saudi Arabia is a sovereign country and does not accept dictates. It does not accept anyone telling it what to do, it is not a banana republic who are you to demand? id¡ot

Saudi Arabia is a sovereign country and does not accept dictates. It does not accept anyone telling it what to do, it is not a banana republic who are you to demand? id¡ot

ِ

97,573 次观看 • 6 个月前

it gives me no pleasure to report that my “2026 Jordan Love might be 2025 C.J. Stroud” take is aging pretty gracefully. it truly does not. because Jordan Love is a good QB! but not in these circumstances.

it gives me no pleasure to report that my “2026 Jordan Love might be 2025 C.J. Stroud” take is aging pretty gracefully. it truly does not. because Jordan Love is a good QB! but not in these circumstances.

Dave Helman

92,504 次观看 • 9 天前

Autonomous AI agents can’t afford a memory problem. After OpenClaw, insane numbers of autonomous agents are coming online, but all of them have a memory layer that's breaking. I have been playing around with SureThing these days. It is an autonomous AI agent designed with a native memory layer. → it learns your patterns → integrates with 1000+ apps → fully autonomous They actually benchmarked memory depth. SureThing: 84.8, ChatGPT: 40, OpenClaw: 60. The gap speaks for itself. SureThing is invitation-only. The crazy part is that you have to talk to SureThing agent itself to get the invite code. The onboarding is the product demo. You feel the memory and judgment before you even have an account. Try it here: Partnered with SureThing for this post. Thanks to the team for the support.

Autonomous AI agents can’t afford a memory problem. After OpenClaw, insane numbers of autonomous agents are coming online, but all of them have a memory layer that's breaking. I have been playing around with SureThing these days. It is an autonomous AI agent designed with a native memory layer. → it learns your patterns → integrates with 1000+ apps → fully autonomous They actually benchmarked memory depth. SureThing: 84.8, ChatGPT: 40, OpenClaw: 60. The gap speaks for itself. SureThing is invitation-only. The crazy part is that you have to talk to SureThing agent itself to get the invite code. The onboarding is the product demo. You feel the memory and judgment before you even have an account. Try it here: Partnered with SureThing for this post. Thanks to the team for the support.

Pratham

80,634 次观看 • 7 个月前

Why I would not invest in the new Instinct round “This is the threat that every VC worried about, and we all got a hall pass since the start of AI because the LLMs did not build any apps. This is the one that they are building. Instinct is slow. That is a sign of compute costs. That is why they have to raise $1BN. I worry when the incumbent has infinite capabilities here and wants to build the app. That is why I would say no, but I might be wrong.” Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts Brett Caughran Ryan Fox Pranav Reddy Nabeel S. Qureshi

Why I would not invest in the new Instinct round “This is the threat that every VC worried about, and we all got a hall pass since the start of AI because the LLMs did not build any apps. This is the one that they are building. Instinct is slow. That is a sign of compute costs. That is why they have to raise $1BN. I worry when the incumbent has infinite capabilities here and wants to build the app. That is why I would say no, but I might be wrong.” Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts Brett Caughran Ryan Fox Pranav Reddy Nabeel S. Qureshi

Harry Stebbings

45,835 次观看 • 16 天前

“Every VC has a fraud in their portfolio. It won’t come out, they are just marking them to zero. Any VCs that doesn’t admit the fraud isn’t close to it or is ignoring it.” So many bangers in this 🔥 ep with Jason ✨👾SaaStr.Ai✨ Lemkin coming next week. 👇

“Every VC has a fraud in their portfolio. It won’t come out, they are just marking them to zero. Any VCs that doesn’t admit the fraud isn’t close to it or is ignoring it.” So many bangers in this 🔥 ep with Jason ✨👾SaaStr.Ai✨ Lemkin coming next week. 👇

Harry Stebbings

35,122 次观看 • 3 年前

Here it is! Using the DoNotPay ChatGPT Plugin, I asked the A.I to cancel my gym membership. It immediately drafted a legal notice to cancel, e-signed it and connected with USPS to mail it, all without leaving the conversation. The first subscription cancelled using ChatGPT!

Here it is! Using the DoNotPay ChatGPT Plugin, I asked the A.I to cancel my gym membership. It immediately drafted a legal notice to cancel, e-signed it and connected with USPS to mail it, all without leaving the conversation. The first subscription cancelled using ChatGPT!

Joshua Browder

1,528,023 次观看 • 3 年前

Cheap therapy becoming the number one use case for ChatGPT is a big big red old flag.... the infinite patience friend to talk thru your crazy person trauma is not a good business, nor does it expand productivity in any way... almost by definition if Tristan likes it, run.

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sam lessin 🏴‍☠️

38,168 次观看 • 9 个月前