Meta Muse vs Instinct vs OpenAI Dots: Do AI Agents Have Any Moat?

Brit Morin (0:00)

I don't know if we have the number yet for how many bots our brains can contain at once, because I've got about two dozen, and my shit's going crazy. I think I can do like 10 to 20 things at once. I realistically can do like three.

Jessica Lessin (0:12)

AI is important enough, and these companies have big enough opportunities to build actual businesses, but they value it at a price that assumes a stratosphere growth rate across all industries for all time, probably not.

Dave Morin (0:24)

Yeah, like the growth rate that assumes that they will be as a business larger than the entire United States economy.

Adrian Oun (0:30)

I wake up in the morning and I'm like, what should I eat? DoorDash tells me what to eat. Where do I go? The Google Maps lady tells me turn left, turn right. The trick is the technology has convinced you that you are the one in control.

Jessica Lessin (1:05)

Why hello, friends. Welcome to More or Less.

Guys, I'm so excited.

Dave Morin (1:10)

Coming to you live from X headquarters.

Jessica Lessin (1:13)

You're at X headquarters? That's amazing, that still exists?

Dave Morin (1:17)

It does. This conference room.

This is the boardroom. Interesting building in San Francisco. A lot of history.

Sam Lessin (1:24)

I thought they were out of San Francisco.

Dave Morin (1:26)

No, they're here.

Jessica Lessin (1:28)

San Francisco is back, baby. Haven't you heard?

Brit Morin (1:31)

Yeah, you got to be in San Francisco.

Jessica Lessin (1:32)

We have so many agendas, got four notebooks going, so we have a lot to do. First of all, to the Morins, guess what temperature our cold plunge is set at? Just guess, a cold plunge.

Dave Morin (1:43)

Forty.

Brit Morin (1:45)

The answer to life, the universe, and everything.

Sam Lessin (1:47)

Great answer.

Dave Morin (1:48)

That's actually what mine is set to.

Jessica Lessin (1:51)

We are rolling at 39

Brit Morin (1:53)

39?

Jessica Lessin (1:54)

This is not healthy.

Dave Morin (1:55)

No, it's perfectly healthy.

Jessica Lessin (1:57)

I am a woman. I should not be in this. I almost froze to death.

Brit Morin (2:01)

Women need high 50s, Dave.

Sam Lessin (2:03)

You want a gender neutral cold plunge?

Jessica Lessin (2:05)

Yes.

Sam Lessin (2:06)

There is a solution to this, Jess, which is we just need two cold plunges.

Jessica Lessin (2:09)

It's the his and her cold plunge.

Brit Morin (2:11)

Or just don't cold plunge, Jess. I gave a shit up a long time ago.

Sam Lessin (2:15)

The honest answer is it was off, and then I asked someone to turn it on, and I'm sorry it's at 39, because you liked it when it was at like 45

Brit Morin (2:24)

You liked it at 45?

Jessica Lessin (2:26)

I am surprised I'm sitting here alive. That's all I have to say. It is related to this theme because I've also decided that if one is going to spend very concentrated periods of their life just managing the bot craziness, one has to recenter their brain on a regular basis.

Brit Morin (2:47)

One has to cold plunge to freeze their southern selves.

Jessica Lessin (2:50)

I was like, I've got too many bots, we've got too many things going on, there's too much news. My calves are also hurting.

Brit Morin (2:57)

Can I talk about this? I was telling Dave, so back in the social network days, the nascent times of the 22,000s, this dude named Robin Dunbar had come up with this thing called Dunbar's Number, which is like how many-

Dave Morin (3:11)

This dude.

Brit Morin (3:12)

I'm just explaining it for the layman out there, which is how many social nodes your brain can comprehend at once. His answer was 150, hence like-

Sam Lessin (3:21)

Well, that was back then, now it's 20

Dave Morin (3:23)

No, it's still 150

Brit Morin (3:26)

Well, hence Dave created Path and everything. Even if it's 150, those are real people. I don't know if we have the number yet for how many bots our brains can contain at once because I've got about two dozen and my shit's going crazy. I think I can do 10 to 20 things at once. I realistically can do three.

Sam Lessin (3:43)

Can you explain what you mean by you have 20? I have tons of subagents. I can only talk to three of them.

Jessica Lessin (3:50)

I'm not going to let us go down. We have a whole section on bots and I'm going to announce the bot AGI challenge as well, so get very excited for them, but we're going to jump in.