Anthropic’s Opus 5.5 and an OpenAI update landed within 90 minutes of each other, but Meta took the week with Muse, a personal agent reported to be outpacing ChatGPT’s early numbers. The Equity team weighs Meta’s consumer-first strategy – smart glasses and a Tamagotchi-style device – and what it means for startups building on the same technology.
Also on the episode: a16z’s new founder academy, Aura’s $2.2B IPO and Ema’s $77M raise for AI agent teams.
