The bull case for assistant startups: MCP makes AI assistant apps interoperable

illscience · x · 2026-09-24

The author argues the bull case for assistant startups: Muse is bootstrapping a third-party connector ecosystem that can plug into assistants like Instinct, Tomo, and Sxn. Unlike iOS apps, these assistant apps are interoperable via MCP, and unlike the original Facebook platform, they don't yet depend on a social graph — lowering lock-in for the emerging assistant ecosystem.

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