My First Million
My First Million

We tested Instinct, MUSE and Grokbot. They’re ridiculous.

September 30, 2026

AI Summary

5 min read

We tested Instinct, MUSE and Grokbot. They're ridiculous.

The AI war has entered a new phase, and it looks nothing like the race to build the smartest model. A startup called Instinct, founded by a 23-year-old college dropout named Noah Shin, launched just two months ago and is now valued at $10 billion. It grew 10% compounding daily. Meta responded within weeks with its own product called MUSE, and Elon's xAI released Grokbot. The battleground is no longer about which AI can solve impossible math problems—it's about which one can be your personal assistant, text you like a friend, and book your appointments without making you feel judged.

The new war is about "everyday intelligence"

The hosts frame this as a replay of the early ride-sharing wars—Uber versus Lyft versus Sidecar—but with much higher stakes. Back in 2012, the innovation was pushing a button on your phone to make something happen in the real world: get a ride, get a burrito, get a hotel. Today, the innovation is texting an AI that can do all of that for you, plus manage your inbox, negotiate with customer service, plan your kid's birthday party, and check in emotionally after the event is over.

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What you'll learn

  • 1 (00:05) **The New AI War: Everyday Intelligence** - The hosts frame the current AI landscape as a new competitive race, analogous to the early ride-sharing wars (Uber vs. Lyft), but now centered on personal AI assistants.
  • 2 (06:14) **Instinct: The Startup Challenger** - Introduction to Instinct, a new AI assistant app valued at $10 billion just months after launch, founded by a previously unknown entrepreneur.
  • 3 (07:32) **The Incumbents Strike Back: Meta's Muse** - Mark Zuckerberg's Meta enters the race with "Muse," a direct competitor to Instinct, leveraging their massive resources.
  • 4 (09:49) **Grok Bot: The Custom Agent Approach** - A look at xAI's Grok Bot, which takes a different approach by allowing users to create multiple specialized AI agents for different tasks.
  • 5 (11:01) **Personal Tangent: GLP-1s and Food Noise** - A brief, personal detour where the host shares his experience starting a GLP-1 weight loss drug, using it as an analogy for the power of the new AI.
  • 6 (13:32) **Real-World Use Cases: Instinct in Action** - A series of concrete examples demonstrating Instinct's ability to handle complex, multi-step tasks that a human assistant would do.
  • 7 (16:57) **The Battle of the Bots: Instinct vs. Grok** - A direct comparison of the user experience between Instinct and Grok Bot, explaining why the host switched his primary usage.

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Show Notes

Get Sam's guide to turn AI into your executive coach: https://clickhubspot.com/vbrp


Episode 867: Shaan Puri ( https://x.com/ShaanVP ) and Sam Parr ( https://x.com/theSamParr ) test out the new ai personal assistants. 

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Show Notes:

(0:00) Intro

(2:42) AI is the highest ELO game in the world

(5:18) Instinct

(9:31) Grokbot

(20:24) It’s not all about intelligence

(38:35) Micro1

(44:08) Exploiting vulnerabilities

(58:48) $100 billion companies everywhere

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Links:

• Instinct - https://instinct.com/ 

• Grokbot - https://x.ai/news/introducing-grok-bot 

• micro1 - https://www.micro1.ai/ 

• OpenRouter - https://openrouter.ai/ 

• MUSE - https://muse.ai/ 

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Check Out Sam's Stuff:

• Hampton (joinhampton.com): My community for founders. Average member does $25m/year. Many of the guests are members. Get after it...apply: http://joinhampton.com/mfm

—

Check Out Shaan's Stuff:

• Shaan's weekly email - https://www.shaanpuri.com 

• Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents.

• Mercury - Shaan uses Mercury across all of his companies. you can too: http://mercury.com/ 

Mercury is a fintech company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., Members FDIC

• I run all my newsletters on Beehiiv and you should too + we're giving away $10k to our favorite newsletter, check it out:

beehiiv.com/mfm-challenge

My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano /


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