Henry Yin

“Meta's Muse, Instinct, OpenAI's new Dots, Manus's parent company's Q... converged on the same form: an agent with its own cloud computer... Muse hit 3.4M downloads in under 20 days”

“last quarter's prediction that 'AI's next breakout point is always-on personal assistants' was validated”

“DeepSeek V4.1 Flash 'outputs very fast, but thinks for very long, so fast token output doesn't necessarily mean the task finishes faster'”

“the value is the primitive: 'natural-language if statements... the tasks are unlimited and open'”

“Cartesia... also one of our portfolio companies”