The Last Summer, Instinct <> Instinct, Chad Super App, Jev, DevDay Is all MCP, Cloudflare Birthday Week

- 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/
The Last Summer, Instinct <> Instinct, Chad Super App, Jev, DevDay Is all MCP, Cloudflare Birthday Week
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