Lightspeed podcast: the personal agent race around Duet, Muse and Instinct
A VC podcast episode covers Claude Duet's research preview, the personal-agent landscape, and what users are willing to hand over to an assistant.
With agents taking on more of the work, hackers could attempt more breaches at lower cost, including against systems that would otherwise be tedious to navigate. Lightspeed Partner @theamberyang joins @Machiz to discuss what this means for cybersecurity in the age of agents. More on Lightwork this week: → “Neural Networks Are Already Clean”: @nickcammarata (@GoodfireAI) argues that models are more interpretable than previously thought. Amber breaks down the working hypothesis and why it matters for AI safety. → The AI Cost Race: DeepSeek and MiniMax released updates focused on efficiency. Josh and Amber discuss how cost could influence US companies’ model choices and what that could mean for reliance on Chinese open models. → Always-on Agents: Claude Duet enters research preview. Josh and Amber discuss what they’re comfortable sharing with personal agents and whether the apps people already use give some companies a head start. Full episode below. 0:00 Welcome to Lightwork 1:03 AI Agents Hack 100+ Websites 4:09 Hackers Sabotage Supermarket Refrigeration Systems 5:16 Using AI to Make Smart TVs Dumb Again 7:01 Goodfire: Are Neural Networks Easier to Read? 13:29 DeepSeek & MiniMax Race on Cost 18:00 The Personal Agent Race: Duet, Muse, Instinct 22:59 Amber Yang’s Request for Startups