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

My First Million

Shaan Puri and Sam Parr explore the emerging wave of 'everyday intelligence' through new AI personal assistants like Instinct, Muse, and Gro

Key takeaways

• The new frontier of AI is moving from high-IQ math solving to 'EQ'—tools that handle everyday life tasks like scheduling and shopping.
• Instinct is experiencing explosive growth, reportedly growing at 10% daily, by utilizing a low-friction iMessage interface.

Main topics

• AI Personal Assistants
• Everyday Intelligence vs. Raw IQ

Notable quotes

AI is the highest ELO game in the world.

Conclusion

The episode suggests that the next decade of technological change will

Transcript preview

Speaker 4 (0:00) Now everybody in the world is going to have access to things that only rich people used to have before. That's what Uber did, right? And now the idea of having, what's in Entourage, Ari Gold's assistant? Lloyd. Lloyd. Yeah. He goes, Lloyd. Instinct. Yeah. News. I got the phone. Speaker 1 (0:30) I wanted to talk to you Speaker 4 (0:32) about all the shit that's going on in AI. All the new stuff. I feel like we haven't caught up about all the new things that are going on in AI. And I feel like there's a lot of new things. So do you want to do that? Is that fun for you? Speaker 3 (0:43) I would like to do that. I would like to do that. Are you talking like products or data center stuff? There's a lot going Speaker 4 (0:50) on. More products stuff, but really anything that's interesting. So the first one is, I don't think we've talked about... the new personal assistant stuff. So Instinct, Muse, CrockBot, sick, right? So a whole new wave of amazing, incredible things has happened. And I wanted to hear first, what are you using? Where are you at? And then I want to tell you my thoughts on the whole thing. Should I set up the, let me give a frame for the whole thing. So you and I moved to Silicon Valley roughly around the same time, kind of like the 2012-ish range. And at the time, We were not there for, we were definitely not there for the Google, Amazon, like kind of 1999, 2000, 2001 stuff. We were also not there for Facebook, Twitter, and that kind of 2004 to 2009 range. And then when we were there, the big thing was this new race. And it was things that were like very different. It was push a button on your phone and something would happen in the real world. And this is where you got Uber, Lyft, you got Airbnb, you got food delivery, all these things that today are everyday things. You can push a button, get a ride, push a button, get a burrito, push a button, get a hotel, push a button, get anything in the real world using your phone. And that was very different than the companies that came before it. And I remember at the time, there was this race where Uber was there, Lyft was there, Sidecar was there. So just in ride share. And everybody had their little personal preference. I remember people that liked sidecar. I remember people that liked Lyft because they were friendly and used to get in the car and every driver would give you a fist bump and all the cars had pink mustaches on the front of the car. Dude, people don't even know what sidecar is. Sidecar was before Uber. Yeah, it was kind of hot. It was kind of doing well. And then it got smashed very quickly because the race intensified and got so competitive. so fast. And that's what's going on in AI right now. Elon said AI is the highest ELO game in the world. ELO is like the chess rankings, you know, like Magnus Carlsen has like a whatever. What Speaker 3 (2:54) does that mean? That dummies can be amazing at it? No, Speaker 4 (2:57) the opposite. That the smartest players in the world are playing the most fiercely for the same game, which is not always the case, right? Like Bezos and Zuckerberg were doing totally different things. And Zuckerberg And Elon were doing totally different things. And then Elon and Jack Dorsey were doing totally, they were all in different spaces. Speaker 3 (3:16) In the sharing economy stuff, it wasn't like the most high IQ, but it would oftentimes be the most aggressive or most operationally like heavy person. Whereas AI, it's like nerds are king. Speaker 4 (3:27) You know that show Physical 100 that we like where they're like, let's take the best of every type of athleticism, the best wrestler versus the best bodybuilder, best karate guy, best jujitsu guy, best field hockey person, whoever. And then they're all going to compete in the same game. So that's what's going on in AI right now. And that's what's, so the new one, the one that's going on right now is what I call everyday intelligence. It's the personal assistant for your life that you're going to have a AI that you can just text or talk to on your phone, just like you would a personal assistant that can just do things for you. So I last, you know, last few years I've had an assistant. anything I needed. And she had access to my inbox. She had access to my, she was in our Slack. She could see what was going on. And she would say, oh, you got an email from your tax person. They're looking for this. Do you want me to draft a reply? Or, hey, just so you know, next week you have this coming up and this is scheduled at the same time. You want me to let them know that blah, blah, blah? Now everybody in the world is going to have access to things that only rich people used to have before. That's what Uber did, right? Rich people used to have private drivers and black cars that would. They would tell them, hey, I'm ready. They would come pick them up, drop them off wherever. And then everybody got it. And Speaker 3 (4:35) the best part is that you could be like really mean to them. Like with assistants. With assistants, you don't, like I'm always like, it's like cleaning up before the cleaning lady comes. Like I want to like make everything like nice for them. And I ended up working for them half the time. With this one, I'm like, don't ask questions. Just do it. Right, Speaker 4 (4:55) right. Again. Again, I'm like a martial arts instructor. I don't even tell them what I didn't like about their previous response. I'll just say no. And then they have to figure out what that means and come back with something better. So yeah, that's the case. But this idea that you take what was always available for the ultra wealthy and you make it available to everybody. That's what Airbnb did, right? The ultra wealthy had vacation homes. And now the idea of having, you know, What's in Entourage? Ari Gold's assistant? Lloyd. Lloyd. Yeah. He goes, Lloyd. Instinct. Yeah. Muse. Pick up the phone. Speaker 3 (5:37) And so the new revolution on this, you know, Claude and Chat have been around. They kill it. Awesome. The new one is now agents for dummies. So basically you have like a person who would do stuff and take it a step further. There's this new thing called Instinct. There's Muse. There's a bunch of others. And they will do amazing stuff for you to the point where I've been using Instinct like crazy. It feels magical. It feels the same magic I felt when I played with chat for the first time. Speaker 4 (6:04) Exactly. Exactly. So if you thought ChatGPT was kind of cool and amazing and has become an everyday part of your life, well, this is the next thing that's going to become cool and an everyday part of your life because it's going to blow your mind. So let's walk through what a couple of these things are. So the first thing is Instinct. Instinct is the... It's the startup challenger. So that's over here in the blue corner. We've got Instinct. Started by a founder, Noah Shin, that nobody had ever known, nobody's ever heard from. He did his first interview today on Invest Like the Best. So this is the first time anybody's heard this guy talk. Speaker 3 (6:34) Dude, I just heard about this app like two months ago. Is it like that brand new? Speaker 4 (6:39) Yeah, it only launched a couple months ago, like two months ago. And it's now valued at $10 billion. Speaker 4 (6:46) They raised their first there. They raised around a two and a half billion three weeks ago, and then five billion and 10 billion, all in like a three to four week span. Speaker 3 (6:55) If you want to hit your goals, you need a system. And so I worked with HubSpot to put together a step by step process showing you how I use chat GPT as a life coach. So I uploaded my personal finances, my net worth, my goals. And the output is that I have this GPT that I can ask questions that I'm having. issues within my life, like how should I respond to this email? What's the right decision? Things like that. And it's literally changed my life. And so if you want that, it's free. We will send you everything you need to know to set this up in just about 20 minutes, and I'll show you how I use it. So check it out. The link is below in the description. Back to the episode. Speaker 4 (7:31) And in the last month, Facebook launched there. So over here in the red corner, you got Zuckerberg coming out. You know, Zuckerberg wants to be in the AR race. hasn't been able to catch up with ChachiBT or with Anthropix, Claude. Their models are not quite state-of-the-art frontier. They released theirs called Muse. And so same thing as Instinct, basically. The same user experience, roughly. But it takes place, it has its own app. Instinct is something that's just in your iMessage. You just text it, just like you would text any person. There's no app. Speaker 3 (8:03) Which I've grown to love. I've grown to love that. Which is Speaker 4 (8:05) a very smart thing. I want to talk about the strategies of each. And why I think some of the interesting strategies, then we can make some predictions on how this plays out, even though those will be dead wrong. But Meta has released Muse. And in the last month, Meta's stock price is up 24 % off the back of this. And 24 % on a company that was worth, I don't know, a trillion and a half. It's like basically they added like $500 billion in market cap. Speaker 3 (8:28) He did the thing again where he's got this guy named Alex Wang, I think his name is, who did Scale AI. They bought Scale AI for like $18 billion. There's a really weird deal where it was like basically an acquihire for $18 billion. They're like, what's this kid doing? And Alex Wang is like a rock star where he's tweeting all this crazy stuff and he wears Crocs with camo and he does all this weird stuff. Turns out Zuck did it again where he does something that seems a little loony for $18 billion and it's now worth, you know. half a trillion more or something. I don't know what the gain was. Speaker 4 (8:59) Yeah, well, he's one of the great acquirers, right? Bought Instagram, bought WhatsApp, and now it looks like one of the next ones was his acqui-hire of, you know, on one side, Daniel Gross and Nat Friedman, and on the other side, Alexander Wang. By the way, you know that scene in the big short where he's like... This is my quant. Look at him. It's the Asian guy sitting at the table. I feel like Zuck did that with like a Gen Z kid. He's like, oh, you think I'm not cool? Look at this. That's my Gen Z kid. Look at his feet. Yeah, he's got a sick haircut and camo Crocs. Look at his haircut. Speaker 2 (9:34) The two sides Speaker 4 (9:34) don't match. Get it? Do you get it? The two sides of the haircut don't match. So funny. So you got Muse over there. You got Instinct over here. Then you got Grockbot. Which if people haven't played with Grokbot, Grokbot's also pretty sick. This came out of Elon's camp. So Elon, whose AI project is, you know, XAI, they have Grok, which is the name of their thing. So Grokbot is very much like Slack. You create different bots for different things. So I got a social media bot and I got a health bot and I got, you know, so I just named them all. So I'm like health guy, assistant guy, media, social media guy, tax guy. And I have all these different bots. They each have a job. Hey, tax guy, your job is to be. constantly on top of my tax situation and any correspondence, that's what the tax people, you need to be optimized for. You need to create, organize all my files and all this stuff for me. Health guy. Did you train each of them? I give each one of them, yeah, like a goal, a set of instructions, and that's all they need to do. What Speaker 3 (10:29) was the goal? Like, what's the, is it as simple as like reduce taxes without going to jail? And then health is like- No, I mean, Speaker 4 (10:35) I don't go that far where I'm just like do the whole thing. But like, for example, with the health guy, I'm like, hey, you need to track my progress. Here's my goal. I want to get to this weight. So I'm trying to get to 199 pounds by this date. Awesome. Create, you know, create a plan for me. Track it every day. Ask me how many pull-ups I did because I'm training for the MRF. Remind me on Fridays when I take my GLP shot, which side of my thing I'm on, left or right. Like I'm just doing each. It's like, that's his only job is to only focus on that stuff. You're doing GLPs now? Oh yeah. I didn't tell you this. Speaker 3 (11:05) No. Speaker 4 (11:05) No. Speaker 3 (11:06) Breaking news. Speaker 4 (11:07) Congrats. Speaker 3 (11:08) Change the episode. Focus. Forget AI. Speaker 4 (11:10) Let's talk Speaker 3 (11:11) about that. How's that Speaker 4 (11:13) going? Well, okay. Here's the thing. I started taking Terzepatide, which is like a Speaker 3 (11:20) big brother, Speaker 4 (11:21) but still a little brother to whatever the Reta-Truetide thing is that Eli Lilly hasn't released yet. First day, I take it. Here's the rollercoaster of emotions. Take it. Immediately super nauseous. I was like, oh, this is a terrible feeling. Totally normal, but I was like, this feels awful. 48 hours later. this is incredible. I'm not hungry. Oh, you want me to eat? No, I'm good. I don't need anything. Did you notice any other changes Speaker 3 (11:46) other than appetite? Speaker 4 (11:49) No, that's the only thing I noticed. But as that's happening, that's a pretty big change. I think somebody was telling me they were like, Oprah said it beautifully. She goes, before I started taking this stuff, food used to talk to me all the time. And I didn't even realize it. Like there would be a piece of cake in the fridge and it Speaker 3 (12:04) would Speaker 4 (12:04) just, Oprah, Oprah, Speaker 3 (12:06) I'm in here. Come get me. you went for a walk earlier. You Speaker 4 (12:09) deserve me. Food used to talk to me. And she's like, now food doesn't talk to me. So first week, I'm like, this is incredible. Second week, this is incredible. Dropping weight, going awesome. But I stayed on like the half dose. I didn't do the full dose. And then pretty quickly, I stopped feeling anything at all. So I now don't even feel any of the effects of it. I think I need to go up in dose. So we'll see. If Speaker 3 (12:31) there's an Speaker 4 (12:31) MFM Speaker 3 (12:32) nerd out there, just remember that I talked about this in 21. And I'm pretty sure. Pretty sure that that's the analogy that I said. Speaker 4 (12:41) Yeah. Oprah said she heard you say it on MFM in 2021. Okay, okay. So that's the scene. The scene is the new war has broken out, just like the Uber versus Lyft one back in the day. It's about having a personal assistant. There's all these interesting takes on it. And by the way, we haven't even seen what ChatGPT has for this. We haven't even seen Claude. We haven't seen Google's version. And Siri still sucks. So you still have, in the Royal Rumble, there's still four wrestlers in the back room that haven't even run out. And what? Speaker 3 (13:16) Alexa. Bro. Did you say Amazon? Speaker 4 (13:18) Alexa. Is Alexa even relevant? Are we serious about Alexa here? That's Speaker 3 (13:21) the point. That's the point. They're the Trojan horse. Everyone has an Alexa and it still sucks. Speaker 4 (13:28) Okay, fair enough. Speaker 3 (13:32) Okay, so I've been using Instinct every day. I actually just use Instinct today. So basically, Instinct, they do the texting format, which I did not like at first. I've since grown to love it. Today... I have this guy who's supposed to repair my iPhone through Asurion. You know, like that, you like pay 20 bucks a month and they fix an iPhone screen and they keep canceling on me. Like I schedule an appointment and they keep canceling or they don't show up. And I was like, find the executive team's email and email them and don't stop until they call me. And it took about three or four days. Today, I got a phone call. I got a phone call and I have, they said it was like, it says, hey, we're the executive. We're the executive line. I forget what it was, but it was like, I got a phone call this morning after it's been emailing them for five days. Instinct did that for me. Another day, my wife and I, it was 6 p.m. I said, hey, my wife and I are going on a date. I would love it if you could go, if you can schedule some type of Thai massage for us starting at 8.30 p.m. after dinner. It has to be within a mile of this restaurant that we're going to. Just go ahead and book it for me. It booked it. It did it all. So we just showed up and we were ready to roll and it had already paid for us. Speaker 4 (14:43) It does, again, everything an assistant would do, but it does it also in a way that's kind of fun and it's kind of nice. So for example, I had like a, I bought tickets to some show on like, you know, StubHub or whatever and Ticketmaster. You know, these things are like, it's basically like being taken hostage. You know what I mean? Like these are some of the worst companies in the world. Ticketmaster. and StubHub. Like there's just, it's just a brutal experience all the way around. Anyways, buy some tickets, realize, oh, it's the seats like aren't together or something. Something weird happened like that where the tickets are just not going to work. Like 10 seconds after I bought it, I was like, oh, whoops. Hey, kind of want to cancel that and just book the right thing. And it was like, no, no, no, no, no. You push the button and now like, la, la, la, la, la, it covers its ears. I don't want to hear from you. I won't help you. And so I was like, I just don't even bother with their customer support. You just go to Instinct and you're like, hey, listen, this happened. Yeah, I'm partially to blame. Should have read it closer. Should have paid more attention. But can you help me out here? And it's like, I got you. And so it starts harassing them. And then, you know, just basically saying like, hey, look, we need to change this, refund this, and we'll buy another one. It gets stonewalled. You know, they come back with like, hey, our policy is you clicked it. You know, you're screwed forever. Sorry. And so, but it just tells me, don't worry, I'll just keep going. And then the next day, it just texts me, victory. And then the next line, they folded. Yes. Got Speaker 3 (16:19) the money back. Are you, okay, so you're using Grok, I think you said for health and tax and you have different agents. I'll be honest. And Speaker 4 (16:27) it Speaker 3 (16:27) runs. Speaker 4 (16:29) Grokbot came out first of these, or I got access to it first. I started using it first, I should say. started using it, liked it a lot. Instinct came, got invited to Instinct, had heard so many people talking about it, finally said, all right, let's do this. Instinct pretty quickly took over my Grokbot usage. Grokbot feels slow and heavy compared to this. And not even slow. It's just that it's this whole separate thing to manage. Whereas Instinct is literally just like texting somebody. Instinct was great. But Instinct has been getting so popular. The guy, the founder said they're growing 10 % compounding daily. Daily. That's hard to fathom. If you're going 10 % a month, you're like, you're doing great. If you're 10 % a week, oh my God, you're like one of the top startups. 10 % a day is absurd. And so because of that, instinct has actually gotten quite slow where you could text it and it'll just be thinking for a very long time. But I think they're just growing so fast. They had to like, they're just throttling it basically. Facebook's Muse. Muse is a lot like instinct, but it's snappier, it's faster. And so, because they have, I guess, more resources or whatever. So that's kind of where the competition now is between instinct and muse. But who knows? Another one can leapfrog, right? Like that's kind of the point of this is it's the highest ELO battle in the world. The smartest people in the world are constantly trying to one-up each other and they're able to do so every few months. Speaker 3 (17:53) Yeah, I was talking to my wife. My wife's a stay-at-home mom now, but you used to work at Airbnb and Facebook. And she's like, maybe one day I'll go back to work. And I'm like, I don't think you're going to be