OpenAI and Anthropic overtaken on the right - right on WhatsApp
European press frames the agent market as consumer-versus-business after the Duet launch. (GameStar piece translated from the Xataka original of 22 October.)
What happenedGameStar casts Anthropic's Duet and OpenAI's Dots as late, work-focused entrants, while Meta's Muse and Instinct already handle everyday errands - groceries, concert tickets, stubborn subscriptions - over WhatsApp and iMessage. It cites the founder's self-reported ~US$1B annual transaction volume and a possible merchant-commission model; both figures are attributed, not independently verified.
Why it mattersMajor non-English press now describes Instinct as the consumer-category reference the big labs are chasing - the outlet's own characterization - and the commission-versus-subscription split it sketches is the clearest market-structure framing of the week.