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Topic

Personal AI Assistants

Consumer assistants that draw on a person's own mail, calendar and files to summarise, schedule and answer questions.

Current stories

productOne report1 publisher

Zendesk puts its AI revenue near $400m, mostly from agents billed per resolved case

Zendesk will end the year with about $400m of AI revenue, mostly from agents paid only when they resolve a case, chief executive Tom Eggemeier told TNW. By his account, paying for outcomes is a working revenue line for AI agents and still a test for the contract as a whole.

Publishers:thenextweb.com

Reality

Evidence35
Adoption50
Hype gap+20
Incentives70
Confidence40
buildConfirmed3 publishers

Hark's terms let its assistant read connected email and make authorized purchases

Brett Adcock says Hark launches this week and gives its first 100,000 sign-ups the paid plan free. What each user connects at sign-up decides how far one agent reaches into their inbox, calendar and payment accounts.

Perspective Coverage

3 publishers
Builder
Builder 50%
Operator
Operator 28%
Investor
Investor 22%

Reality

Evidence45
Adoption
Not scored
Hype gap+30
Incentives65
Confidence50
productOne report1 publisher

Equs X asks users to grant its personal AI access one file at a time

Equs launched Equs X, a personal AI that reads only the files a user switches on, and it is free for the first 90 days. If the design works as described, switching a file off ends access outright, with no deletion request to file at a model provider.

Publishers:siliconangle.com

Reality

Evidence30
Adoption
Not scored
Hype gap+35
Incentives75
Confidence35
investConfirmed8 publishers

Instinct's valuation goes from $2.5bn to $10bn in a month on a user count it last gave at 100,000

Instinct raised $1 billion at a $10 billion valuation on September 28, four times the $2.5 billion it carried a month earlier while still in early access. The mark repriced faster than any metric the company has published.

Perspective Coverage

8 publishers
Builder
Builder 24%
Operator
Operator 24%
Investor
Investor 52%

Reality

Evidence62
Adoption18
Hype gap+40
Incentives60
Confidence65
productConfirmed13 publishers

Snap put its Specs agent on iPhone and Mac before the $2,395 glasses ship

The 5G bundle costs $2,395 with $10 a month for Verizon customers, and the Specs Intelligence app opened a waitlist today for people with no glasses at all, asking to connect the apps they already use.

Perspective Coverage

13 publishers
Builder
Builder 30%
Operator
Operator 55%
Investor
Investor 15%

Reality

Evidence72
Adoption
Not scored
Hype gap+20
Incentives60
Confidence66
productOne report1 publisher

Meta wants Muse reading your email and running your Mac

At Connect, Mark Zuckerberg and Alexandr Wang gave Meta's three-week-old agent its own email address, a face for video calls and control of desktop apps. The open question for anyone trying it is what it can reach.

Publishers:techcrunch.com

Reality

Evidence40
Adoption25
Hype gap+45
Incentives75
Confidence55
leadershipOne report1 publisher

Instinct raised $250m at a $2.5bn valuation after handing VCs the first invites

Noah Shinn gave venture capitalists the first invites to his AI assistant. Instinct now carries a $2.5bn valuation. The technique for making agents learn from their own failures is one Shinn published in 2023, before GPT-4.

Reality

Evidence46
Adoption22
Hype gap+34
Incentives72
Confidence54