OpenAI enters the personal-agent market with Dots, an “always-on” assistant introduced at its annual DevDay conference. The agents are designed to handle a range of tasks, with Dots offering workers an easier way to use assistants with tools such as Slack and Microsoft Teams, as Meta, Google, and Apple pursue similar products. Dots is available with OpenAI’s $100-per-month Pro plan and higher, while Meta’s Muse has a free usage limit and costs $20 per month beyond it, raising questions about user adoption and willingness to pay.
Noah describes a fast-moving race to build a personal-agent product, saying it has no distribution advantage but is growing virally as it competes with the world’s largest players. He characterizes the opportunity as a software race with trillion-dollar stakes, while Patrick compares personal agents’ potential impact to—and possibly beyond—recent advances in code generation.
AI agent startup Instinct says it raised $1 billion in a Series C at a $10 billion valuation. Sequoia, Benchmark, and Coatue participated, while the company has recently detailed products including a concierge service.