ChatGPT can plan a trip in a group chat and forget it a month later. Jarvie raised $8.3 million to build the group chat AI that remembers. The opening for a small company is one kind of group that plans the same thing each week, like the parents on a youth sports team.

Featuring: Jarvie, Shapes, Series, Continua, Instinct, Lightspeed

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Chapters:

(00:00) ChatGPT forgets the trip it planned
(00:09) Jarvie raises $8.3M
(00:43) What Jarvie is
(01:31) Who else is betting on group chat AI
(02:46) Build for one kind of group
(03:47) Instinct is already in these chats
(04:01) Pick your group

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Testers cut the AI assistant Instinct off from their email and it kept summarizing their inbox anyway. The fastest-moving agents ask for less of you, and freelancers chasing late invoices are the buyer Paraglide skips.

Featuring: Instinct, TechCrunch, Accenture, Wajo, Google, Meta, Stripe, Shop Pay, Ollie, Vellum, Paraglide, Invoice Ninja, FreshBooks, InvoiceWatchr, Upwork

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Chapters:

(00:00) Testers switched off Instinct's email access
(00:17) The biggest lie about AI agents, and the 9% who'd trust one
(01:06) Why agents ask for your inbox, card and login
(01:31) Your email and your card: Fo, Gemini Spark and Meta's Muse
(02:50) Your passwords: Ollie and Vellum
(03:37) Freelancers chasing late invoices
(04:33) The one-line pitch

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Viktor, an AI coworker a team shares in its chat app, went from launch to a $15 million run rate in three months, and Slack has announced an agent of its own. Agencies that keep a separate chat with each client are the opening for a small company.

Featuring: Viktor, AlphaSignal, Accel, Slack, Pylon, ClearFeed

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HeadsUp: Know when your competitors move. Before your customers do.

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Chapters:

(00:00) $15M a year in three months
(00:13) What Viktor is
(00:37) How one quiet install spread across a team
(02:01) Accel's $75M round and the run rate
(02:23) Slack tried bots once, then built its own agent
(03:05) The agency opportunity
(05:00) How to start

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Tomo signed tens of thousands of people paying about $20 a month for an AI that texts them before they skip. With Photon and the open-source Hermes agent, one person could build a coach like it for one goal, starting with marathon training.

Featuring: Tomo, Bain Capital Ventures, Instinct, OpenAI, Poppy, Photon, Hermes, Iris, TechCrunch, Apple, Meta, Martin

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Chapters:

(00:00) The 7am text that checks in before you skip
(00:41) Tens of thousands pay Tomo $19.99 a month
(01:43) Texting first has failed before: Pulse and Poppy
(02:16) A marathon runner and an unopened spreadsheet
(02:54) Photon and Hermes make it cheap to build
(03:28) How I'd build one in five steps
(04:16) Own the email, meter the texts

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Noah Shinn's free assistant, Instinct, texts you before you ask, and investors valued it at $10 billion 33 days after a $2.5 billion round. Real-estate agents who earn from past clients are a buyer a small team could sell a version of it to now.

Featuring: Noah Shinn, Instinct, Sequoia, Benchmark, OpenAI, Meta, Sierra, Structurely, Compass, Martin Tobias

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Multi: Turn any content into a YouTube video. https://makemulti.com

Chapters:

(00:00) A free AI worth $10 billion at 23
(00:59) ChatGPT waits. Instinct texts first.
(02:32) What testers found in their email
(02:58) About $1 billion in purchases a year
(03:29) Who pays for this help today
(04:26) The morning text a small team could sell
(05:14) What Instinct's investors are betting on

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Amazon locked Meta's new shopping agent, Muse, out of its store twelve days after launch, and Shopify opened about a million stores to it the next day. The brands those agents skip are the opening.

Featuring: Meta, Amazon, Shopify, ReFiBuy, Azoma, Mark Zuckerberg, Tobi Lütke, Ben Thompson

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HeadsUp: Know when your competitors move. Before your customers do. https://headsup.bot

Multi: Turn any content into a YouTube video. https://makemulti.com

Chapters:

(00:00) Amazon locks out Meta's agent
(00:50) Muse at checkout, on camera
(01:44) Why Amazon blocked it
(03:20) Shopify opens a million stores
(04:09) Why an agent skips a product
(04:54) Who pays to get picked today
(05:42) The opportunity for small brands

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A game where pigs ride a conveyor belt made its 20-person Istanbul studio worth more than $1 billion. How Pixel Flow went from a paper-and-pen test to more than a million dollars a day, and why Scopely bought in.

Featuring: Kübra Gündoğan, Emre Çelik, Loom Games, Pixel Flow, Scopely

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Chapters:

(00:00) Pigs on a conveyor belt and a $1B deal
(00:27) Loom Games and its founders
(00:40) Tested on paper first
(00:56) How Pixel Flow makes money
(01:06) Going all in
(01:26) A million dollars a day
(01:56) Copies and a new beginning

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A Roblox game about stealing eggs from pets hit six billion visits in nine weeks, three days before Roblox let players type a game into its phone app. Why the startups that sold that prompt box first now sell playable ads to online shops instead.

Featuring: Roblox, Steal An Egg, Astrocade, AppLovin, Adam Foroughi, Playables AI, Rosebud

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Multi: Turn any content into a YouTube video. https://makemulti.com

Chapters:

(00:00) A kid types a game into Roblox Build
(00:39) Who can make and play Build games
(00:52) Steal An Egg and Roblox's discovery system
(01:51) Crab Game and the browser link
(02:38) Shops that want an ad people can play
(03:10) Playable ads and who builds them
(03:37) The opportunity: playable ads for shops

Where to find Trends.vc:

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