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Muse connectors and the agentification of consumer apps

by GREG ISENBERGXpublished

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GREG ISENBERG @gregisenberg

I drop startup ideas daily. Host @startupideaspod. CEO: @latecheckoutplz we build companies like @ideabrowser, @meetLCA, @boringmarketer etc

I just read what Zuck wrote about Muse connectors.

A few things I think this means:

  1. We’re witnessing the agentification of consumer apps.
  2. Zuck believes Muse reaching 100M+ users feels entirely possible.
  3. Whoever you connect to becomes your new landlord, so pick carefully.
  4. Connectors become the new app listings (valuable real estate).
  5. Being early could be as valuable as being early to the App Store in 2009.
  6. Meta sees what people want, which providers convert, and what users will pay. That gives it the power to rank connectors, charge for distribution, and launch competing services.
  7. The opportunity map includes agent native APIs, connector agencies, SEO for agents, identity and reliability infrastructure, and vertical connector marketplaces.
  8. We’re moving from humans choosing apps to agents choosing businesses.
  9. Every business will need an agent strategy, just like every business needed a mobile strategy.
  10. Kinda crazy to say but a 3 person API company could reach 10M+ users through one great connector.
  11. Connectors could create an entirely new second-order economy. The biggest opportunity may be helping businesses distribute, price, and optimize their services for agents.
  12. Your API becomes more important than your app. Weird to think about but true.
  13. Zuck wants Muse to own the moment between wanting something and getting it. He is coming for the app economy. Will he win? Right now it's Instinct vs Muse vs Grokbot. TBD.