Meta's Muse agent hits 5M downloads in 22 days; Instinct raises $1B at $10B valuation
sarahbmyers · x · 2026-10-06
Two landmark agent-market datapoints: Meta's AI agent Muse hit 5 million downloads in 22 days, and Instinct, a 14-person startup, raised $1 billion at a $10 billion valuation.
The author's thesis: agents need your logins to everything — bank, inbox, calendar, health portal. Other apps got a slice of your life; an agent gets all of it, which is why capital is flooding in.
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