Investor: personal AI assistants have arrived, generative streaming takes off in 2027
annbordetsky · x · 2026-09-20
Investor Ann Bordetsky argues personal AI assistants—the long-holy-grail of applied AI—have finally arrived: 3 years after the LLM takeoff, 2 years after Gen AI, and 6 months after the agentic takeoff (Q1 2026). Products like Muse, Instinct, OAI, Ant and Town are delivering useful, fast, soon-multiplayer personal agents.
- Consumer surplus (i.e., subsidies) will be significant as these companies battle for dominance ahead of high-stakes IPOs
- She predicts 2027 will be the year Generative Streaming/Entertainment takes off, with the consumer landscape still up for grabs
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