The Last Summer, Instinct <> Instinct, Chad Super App, Jev, DevDay Is all MCP, Cloudflare Birthday Week
Oct 2, 2026 · 1 hr 14 min · 16 segments
\- Back from summer break: the last summer, and a new model every 11 days \- Labs sitting on their best models: Mythos, GPT-6.1 Astra \- John Schulman on Dwarkesh: spiky intelligence and the "it…
\- Back from summer break: the last summer, and a new model every 11 days \- Labs sitting on their best models: Mythos, GPT-6.1 Astra \- John Schulman on Dwarkesh: spiky intelligence and the "it got nerfed" cycle \- Opus 5.5 as daily driver, compaction envy, Grokbot's warm-start threads \- Life after Poke: Matt's Instinct goes flat hunting, then talks to Wilhelm's Instinct live \- Instinct on Invest Like the Best: card details, $1B volume, a take rate between Visa and Apple \- Dots drafts the reply to the lawyers within a minute \- Wilhelm's Chad super app: bike-to-train departures, a Fitbod clone with AirPods heart rate \- Do people want agents shopping for them? The fake checkout sites say no \- Summer recap: AGNTCon Amsterdam, Matt's Lisbon AI talk, a Jhana retreat in Costa Rica \- Kitesurf tweets from a browser inside Workers \- Beating a London winter \- Birthday Week: Clef (vs Jev), real-time issues, Artifacts open beta, KV Instant at 1.9ms \- Pi adds MCP. Hallelujah. DevDay is MCP under the hood Links: \- Building a personal super app (Wilhelm): https://wilhelm.substack.com/p/building-a-personal-super-app \- Instinct: The Personal Agent — Noah Shinn on Invest Like the Best: https://colossus.com/episode/instinct-the-personal-agent/ \- John Schulman on Dwarkesh (recursive self-improvement panel): https://www.dwarkesh.com/p/john-beren-charlie \- New model every ~11 days (chart): https://x.com/jfonsecarivera/status/2105002473572421827 \- OpenAI: Introducing dots: https://openai.com/index/introducing-dots/ \- OpenAI DevDay 2026 keynote: https://www.youtube.com/live/Fls\_onRviPM \- TypeSafe AI: Introducing System One Models & Jev: https://typesafe.ai/blog/introducing-system-one-models-and-jev \- Cloudflare: Introducing Clef: https://blog.cloudflare.com/clef-decision-models/ \- Cloudflare: Detect and send production issues straight to your agent: https://blog.cloudflare.com/real-time-issue-detection/ \- Cloudflare: Artifacts open beta: https://developers.cloudflare.com/changelog/post/2026-10-01-artifacts-open-beta/ \- Cloudflare: Introducing Workers KV Instant: https://blog.cloudflare.com/workers-kv-instant/ \- Cloudflare: Introducing Kitesurf: https://blog.cloudflare.com/kitesurf/ \- Rui's "Hello, world from Kitesurf": https://x.com/ruifigueira/status/2105669515946410022 \- Vercel eve: https://vercel.com/eve \- Pi 1.0 (MCP via code mode): https://earendil.com/posts/pi-1-0/ \- Agents that Scale — Matt's Lisbon AI deck: https://github.com/mattzcarey/agents-that-scale-talk \- AGNTCon + MCPCon Europe 2026, Amsterdam: https://events.linuxfoundation.org/agntcon-mcpcon-europe/
\- Back from summer break: the last summer, and a new model every 11 days \- Labs sitting on their best models: Mythos, GPT-6.1 Astra \- John Schulman on Dwarkesh: spiky intelligence and the "it…
