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🕶️ Meta's new user isn't human
Also: Utah let an app write prescriptions.
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07 Oct | Read online Sponsored by ✦ Good morning, champions. Let's get after it today. Meta's Muse agent passed ChatGPT on the App Store and hit millions of users doing actual errands , shopping, scheduling, logging in on their behalf. That's no longer demo-day science fiction; it's live usage at scale. So Meta wrote the protocol to make sure every app recognizes its bots. In today's newsletter, we'll get into: A rule that turns brand into equity Utah approved autonomous AI prescriptions Claude chats entered a criminal subpoena Vinci raised $250M simulating chips ✦ FOUNDER BOARD 🔒 Your name drives enterprise value, turn brand into equity before the buyer prices it. 🗣️ Deals stall when you're not there, ship a 1-page brief so investors and hires get the story. 🧨 AI slop is spiking rework, shifting cleanup to your team. install a no-slop rule before your team drowns in QA. 🧹 Redesigns force strategy, not paint jobs. Decide what to delete before burning next quarter's budget on fluff fast. 🧪 Resumes and interviews miss performance, switch to job-relevant work-sample screens and steal the assessment that predicts Financial Modeling Bootcamp for Startup Founders Leveraging over 12 years of hands-on startup experience, our CEO, Caya, created a practical financial modeling bootcamp for startup founders. The course helps founders develop clear, investor-ready projections, better understand their fundraising needs, and track the core KPIs used to guide day-to-day and strategic decisions. Check it out ✦ RUSHIN' ROULETTE Five bullets of updates 🤝 Vinod Khosla is backing AI agent startup Wajo to launch “Fo,” an AI assistant that can hire human workers to complete end-to-end tasks. The bet is that combining autonomous software with on-demand human execution will make agent platforms more trustworthy and reliable than purely automated chatbots in high-stakes workflows. 🔒 Claude had one woman's diary-like messages subpoenaed and shared with police, exposing how personal AI chats can enter legal records. For founders building on third-party models, this is a clear signal that user chat data may be discoverable and demands explicit privacy, retention, and law-enforcement access policies. 🛡️ Security teams at Google, JPMorgan Chase, and two government IT departments have patched their Model Context Protocol (MCP) servers after independently confirming the same critical server-side request forgery (SSRF) bug. The repeated same SSRF mistake across five MCP codebases flags a structural protocol risk founders must treat as shared infrastructure, not isolated app code. 💾 Vinci, an AI-powered chip and hardware design simulation startup, raised $250 million at a $1.5 billion valuation to scale its predictive simulation platform. The deal shows investors backing heavy compute and physics modeling as a moat, as Vinci targets entrenched design software giants Cadence and Synopsys with AI-driven simulations that cut hardware iteration time. 🚢 Carnival Corporation, the world’s largest cruise operator, is leaning on passengers’ “second wallet” as onboard revenue jumps 7% to $2.9 billion, while ticket sales rise 1.8% to $5.5 billion. That mix yielded record $8.4 billion in quarterly revenue, showing cruises monetize capacity with fares but generate a growing share of profit from upsold onboard experiences. Should AI companies fight court orders for your chats? One woman's diary-like messages went from a chatbot to a police file. Your "private" chat is somebody else's server log. Yes. Fight it. Eat the fines. Fight only the personal stuff. No. Comply but warn users. Store nothing. Lose the memory features. ✦ SPONSOR Chemical-Free Farming Is Now Open To Investors For decades, farmers have relied on herbicides and heavy equipment to control weeds. Greenfield Robotics is working to change that. BOTONY robots navigate crop rows and mechanically remove weeds, giving farmers an alternative to blanket herbicide appl