personal-agentPOST
Investor view: Dots copies the Muse playbook and connectors decide the winner
This take argues Dots is OpenAI copying Meta Muse's approach, and that the real competition is not the agent itself but who can connect to the most of your apps.
Andrew Freedman, CFA 🦅
@HedgeyeCommArchived 2026.10.01Originally posted 2026.09.30
Andrew Freedman, CFA 🦅 @HedgeyeCommOriginally posted 2026.09.30
Dots is OpenAI copying the Muse playbook. Fine. The game isn't the agent, it's the connectors. Whichever one touches the most of your apps wins. 3 billion people on speed dial wins 🙃 $META
x.com/hedgeyecomm/status/2105125611694161980Archived 2026.10.01 10:37