投资人称 Instinct 这类个人助理没有护城河
Dragonfly 的 HadickM 认为 Instinct 等个人助理毫无锁定效应，用户会随新模型随时迁移，金融 App 内嵌 agent 才更值钱。
Dragonfly GP @HadickM on why personal agents like "Instinct" have no moat: "I think these products have no lock-in whatsoever." "Those users are mostly power users here in Silicon Valley, and are mostly the types of people who are willing to experiment. They're also the types of people who are willing to go use a new chat agent, a new model, with the drop of a hat." "Noah went on a different podcast last week. He talked about, 'Oh, we're doing a billion dollars of volume very quickly.' Well, a billion dollars of volume is actually quite small in terms of the ability to make money." "The second Muse dropped, you could tell that Muse, because they had better access to compute, was operating more quickly." "My expectation is that, over time, people will just move from agent to agent, and they will move from whatever and however things are working the best." "I actually think agents inside your financial applications will be much more important than agents like these in the ability to capture value." @dragonfly
这条是引用着另一条写的：x.com/1414567644343279619/status/209947273188049…