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Founder Notes

Levent Alpöge's post on X, curated on eChai

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    Meta launched Muse on 8 September: a standalone agent app that keeps working after you close it and comes back when it needs an approval. Meta's own examples of what it does are sending an email, booking travel, opening a browser and filling out forms, negotiating on someone's behalf, selling a car for more, lowering a bill, adjusting a training plan as the rest of someone's life shifts, and turning a recipe reel saved on Instagram into a grocery list. An agent that browses the open web can be instructed by the page it is reading, which is what has kept agents away from cards and passwords. Meta's answer is to give each person's agent its own dedicated machine in the cloud, contained so no one else's agent can reach it, and to put a second agent called Sentinel on that same machine. Meta's security write-up calls Sentinel "the sole permission authority" both for actions on connected services and for all outbound traffic: Muse holds surrogate tokens that Sentinel swaps for the real credential at the network boundary, so the agent "never sees real tokens", and an approval is put to the person in the app itself rather than inside the conversation, so nothing Muse is reading can ask on its own behalf. That write-up is also where Meta says what the launch post does not: "Muse isn't immune to attack. Prompt injection remains an open problem in the industry", and Muse will sometimes get things wrong. It runs on Muse Spark 1.3, which Meta calls its most capable model to date. It has a file system and a terminal of its own, so it can write code and build the tools a task needs, and a full browser to search, fill out forms and complete transactions. Every account gets an audit trail of what the agent has done and what it plans to do next. It pays through Link built by Stripe, and Meta says it is the first AI agent covered by Link's purchase protections; Shop Pay is coming, along with 1Password support so it can use logins a person already has. Free to start, with paid plans at $20 and $100 a month, and it is the United States only for now, on iOS, Android, the web and inside WhatsApp.

    Muse Muse 1h

    Introducing Muse, your personal AI agent from Meta that gets things done across every part of life.

    Download the Muse app and get started:

    Muse.ai Muse - Your Personal AI Agent
  • Joseph Howlett reported the announcement the same evening, for the magazine that ran the misconduct piece in August. Bubeck gave a press briefing and emphatically denied that Buckmaster and Alpöge's work influenced OpenAI, saying "We did not use their prompt or models or proof", that the model solved the Euler problem by totally different means, and that the Navier-Stokes proof was produced over the weekend; he also granted that the Navier-Stokes route does follow a similar method to theirs. The quotation is Diego Córdoba, who with Luis Martínez-Zoroa opened the route everybody has been arguing about, hearing that it may have been walked to the end without him.

    Diego Córdoba

    We're a little bit in shock... If it's done, that will be a big surprise for us.

  • Curated from X →

    Evan Spiegel has been building Snap for fifteen years, and this post is the cover note on a letter he sent the team on 8 September that Snap published in full. The letter is where the substance is, and it is unusually plain about the hard part. He names the share price in the first paragraph, writes that Snap has never turned a full year GAAP net income profit, and points at analysts estimating the first one in 2027. Advertising revenue grew 9% year on year last quarter, which he calls slower than many of Snap's competitors, and he puts the gap between compounding that at 15% and at 5% as what decides the company's profitability over the next three to five years, so ads growth is now the first business priority after community safety. Against that he sets SPECS, launching this year after twelve years of work, which he calls an asymmetric bet rather than a plan. The part worth a founder's time is the shape of it. 971 million people used Snapchat monthly in Q2, and the letter opens on the share price rather than on that.

    Evan Spiegel Evan Spiegel 3h

    After fifteen years building Snap, I’ve never been more excited about our business and what’s ahead. I’m profoundly grateful for our community of nearly one billion Snapchatters, our team, and partners who make it all possible. 👻😎

    Annual letter here:

    newsroom.snap.com 15 Years at Snap Inc.

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