OpenAI Develops Features to Counter Grok Bot, Mulls Response to Meta’s Muse

Stephanie Palazzolo and Amir Efrati (AI Agenda): OpenAI is developing features to compete more directly with SpaceX’s Grok Bot (always-on AI “teammates” in SuperGrok from $30/mo; app access to Gmail/Calendar/Notion/Figma etc.; watch-and-learn; approval gates) and has discussed a personal assistant response to Meta’s Muse, per people familiar. Approach would repurpose/rebrand existing Codex/ChatGPT agentic tech already wired to email/calendar for multi-day tasks; GPT-5+ models oriented to longer-horizon work, but awareness of those features is low while SpaceX/Meta seized narrative. Competitive backdrop: Instinct (invite-only, >100k users) seeking capital at ~$10B valuation; ChatGPT WAU past 1B this summer (target was last year). Timing of OpenAI launches unclear amid safety priorities. Newsletter also flags FT report OpenAI told some investors it expects to burn $278B by end-2030 (vs earlier ~$180B negative cash flow forecast). Caveats: person-familiar product plans; Instinct valuation is fundraising ask not closed round; burn figure is FT-attributed.