Instinct's agent-to-agent coordination is the most interesting thing a consumer AI app has shipped recently, and Michael and Jhanvi get into how they've been using it. Instinct lives entirely in iMessage. Michael can ask his Instinct to coordinate something with Jhanvi's, and the two agents handle the back-and-forth while each person approves what gets shared. They compare it with Muse, from data connectivity to the experience of interacting with the agent. They also debate where the moat sits when a feature like Instinct's is easy to copy and network effects can be bridged by integration, with accumulated memory about the user as a more durable advantage than any single feature. Finally, they cover the gaps that keep either app from replacing a daily driver, including limited calendar support and no way to read what your agent said on your behalf.
The conversation then turns to what consumer AI means for the firms that buy enterprise tools. As people get used to simple, connected assistants at home, the pressure on enterprise AI policies around email and calendar access will grow. They close with model news: a new generation of cheaper, faster releases, the case for small fast models as top-of-funnel classifiers across large volumes of news and filings, and why token speed matters more as agents carry more context into every session.
About Hedgineer
Hedgineer is building the AI platform for institutional investing — deploying agents, skills, and data connectors directly inside hedge funds and asset managers to transform investment and operational workflows.
The Hedgineer Podcast follows CEO Michael Watson and COO Jhanvi Virani as they navigate the frontier of AI adoption in finance, sharing unfiltered perspectives from the teams, guests, and problems they work with every day.
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