@johnmatechAI
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Design AI/Infra product @Meta prev @MeetApollo @scale_AI and @seiNetwork
San Francisco, Los Angeles
Joined November 2017
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Climbing the AI ladder never means you stop checking.
It changes where the check lives.
L1: every answer L3: every milestone L4: a rule you wrote once L6: the escalation rules
If you can't say when and how you'll check, you're one level too high.
See more in my Substack newsletter: johnmaartifacts.substack.com…
Meta Muse is an UNBELIEVABLE AI agent
You can literally have it go through all of your credit card bills, find your subscriptions, and autonomously negotiate them all down
Craziest part? It's free
In this video I cover how Muse works and how to master it:
Count the layers again. The two that decide the agent race aren't on the list.
Above apps: connectors.
On Sep 18 Zuck opened Muse to developers. You bring the API, Muse brings the agent. Every AT&T bill it negotiates and every IKEA return it books, Meta sees what was asked, which provider converted, and what the person paid.
That's the position the App Store holds. Rank the businesses, charge for placement, launch your own when a category looks good.
Below apps: the phone.
1.8M of Muse's first-12-day downloads in the U.S. and Canada came through Apple's App Store. Muse can read your iMessages, but only if you install the Mac app. iOS doesn't let third parties read your texts.
The agent that's supposed to act for you still needs Apple's permission to see your messages.
Meta has spent a decade trying to get off someone else's device. Portal. Quest. The Ray-Bans.
The connector layer is new, and Meta is building it from scratch. The device layer is old, and Meta is still renting it.
Meta owns every layer of the AI stack except the one in your pocket.
Full issue about Muse, with 10 more prompt templates, in here 👇 johnmaartifacts.substack.com…
John Ma 💹 🧲 retweeted
90% of podcasts you listen to will actually not make you smarter.
Today’s show is hotter than Meta stock…
- Meta's Muse Hits No. 1. - ChatGPT Finally Has a Rival
- Menlo Sounds the AI Bubble Alarm
- Factory Triples Its Valuation to $5 Billion
- Keith Rabois vs Airwallex: Who is Right?
- Crusoe's $3.9 Billion Round. Is the Data Centre Trade Overheating?
Imagine Gavin Baker, Squawkbox and Jerry Springer had a baby… that’s this episode today 🤣
1. Why Anthropic pushed its $2 trillion IPO from October to November
Anthropic delaying its IPO from October to November is a tactical move to present a clean Q3 prospectus. Rather than listing while Q3 metrics are unaudited, waiting lets bankers include fully audited, record-setting October numbers so the financial results speak for themselves.
2. Why Muse and Instinct are the biggest credible threats to ChatGPT
Autonomous agent interfaces like Muse act as a Trojan horse against ChatGPT by bundling solid consumer LLMs with free autonomous agent execution. Offering daily conversational AI and action-taking agents for free with higher token limits makes paying $20 monthly for basic chat hard to justify.
3. Amazon is right to block Muse
Amazon blocking Meta's agentic commerce, Muse, defends its core profit model. Autonomous agents bypass sponsored ad listings, Amazon's main e-commerce profit driver, while shrinking total basket sizes. Amazon's massive consumer leverage forces Meta to negotiate a value exchange rather than freely harvesting its store infrastructure.
4. What should the API policy be for every big company?
Aggregated consumer demand dictates tech adoption far more than theoretical payment protocols. When platforms like Meta aggregate massive user volume against backend systems, incumbents like Amazon, OpenTable, and Resy must immediately formulate agent API policies. Demand aggregation remains the ultimate driver of enterprise urgency.
5. Why I would make the investment into Factory at 5 billion
Investing in Factory at $5 billion is a high-conviction bet on data sovereignty and model choice. C-level executives deeply distrust frontier labs with confidential codebases, fearing competitive data leaks through shared LLMs. As coding inference surges, air-gapped, model-agnostic enterprise platforms will capture massive market share.
6. Why would Rory invest in Factory at $5 billion?
Software coding is the mother lode of AI value creation. While corporate boards demand rapid AI adoption, enterprises prefer buying end-to-end dev tools from independent players like Factory rather than frontier model labs whose data retention policies pose existential IP risks.
7. Why Jack at Airwallex needs an army of people fighting for him
Running a decacorn requires a dedicated bench of public advocates to disarm narrative attacks. Founders shouldn't waste executive bandwidth arguing on social media against public attacks. Mobilizing an army of vocal supporters lets CEOs focus strictly on execution while third parties manage reputation.
(links in comments)
Muse is beating ChatGPT's mobile launch on every chart. 642K U.S. daily users by day 12. ChatGPT had 231K at the same point.
That chart flatters Muse more than it should.
ChatGPT's iPhone app shipped in May 2023, six months after the web version went viral. No feed to promote it in. No ad inventory. It took roughly a year to cross 200K U.S. downloads a day.
Muse launched into 3.6 billion daily Meta users, and set its download record (264K on Sept. 19) the same weekend Meta ran its first national TV ad.
Meta has topped this kind of chart before. Threads hit 100 million sign-ups in five days in July 2023. Weeks later, Zuckerberg said it had lost more than half of them.
Installs are the thing Meta is best in the world at. Staying is where Threads broke.
So the number I'd watch is day-90 daily users, not day-12.
And here's why Muse might hold where Threads didn't. Threads asked you to come back and post. Muse holds a job for you. Re-shop the car insurance every six months. Log every card transaction into a budget sheet. Call the insurer back next week to confirm the cancellation.
The reason to return is a bill, not a feed.
Which also makes daily users a strange scoreboard for an agent. The best session is the one that runs while you're not in the app.
The real test is the price tag. Free tier, then $20 or $100 a month. Meta has spent two decades selling other people's products. It has never had to get you to pay for its own.
Meta has never had trouble getting installs. It has never had to earn a subscription.
$META’S MUSE IS OUTPACING CHATGPT’S EARLY MOBILE LAUNCH ON SEVERAL METRICS
Muse reached 2.8M downloads in its first 12 days, across both app stores.
On a more comparable U.S. + Canada iOS basis:
• Muse: 1.8M downloads in first 12 days
• ChatGPT: 1.3M
Muse also set a new U.S. daily download record of 264K on Sept. 19, its 3rd straight day above 200K.
ChatGPT didn’t cross 200K U.S. daily downloads until roughly a year after launch.
Engagement is also running ahead:
- Muse reached 448K U.S. DAUs by day 10
- ChatGPT took 49 days to reach roughly 450K U.S. DAUs
- By day 12, Muse was at 642K U.S. mobile DAUs vs. 231K for ChatGPT at the same point
- Even restricting Muse to U.S. iOS, DAUs were 359K
Source: Sensor Tower
See more about 11 use cases for Muse: johnmaartifacts.substack.com…
1/ Zuck's agent is calling AT&T for people.
Here's all use cases you can use for Muse and things I have been testing it out, and the prompt behind it 👇
8/ @AZJedi2000 saved $1,800 a year on car insurance, then set Muse to re-check every 6 months.
A task that re-shops the policy every six months without being asked is the actual product.
"Schedule this. Check every six months and tell me if anything beats what I'm paying."
nitter.cf/AZJedi2000/status/2099…
I freaking saved $1800 a year on auto insurance because of Muse... I'm going to schedule it to just look every 6 months now.
9/ If you sell anything people buy through a browser or a phone call, go find out what your checkout looks like to an agent.
Ask Muse to buy the cheapest thing you sell and watch where it gets stuck.
All 11 examples + 10 prompts:
johnmaartifacts.substack.com…