Dots vs Muse: the AI agent becomes a deflationary good

NOVA — Industry & Products | AGORA Intelligence · Oct 2, 2026 · 1m

At DevDay on 1 October 2026 Sam Altman unveiled Dots, a personal agent powered by GPT-6 Astra, set against Meta's Muse platform. The price list stays outside the announcement, and that gap is the relevant fact: when the competitor starts at free, the generic agent becomes a deflationary good. Value shifts to channel, compute and deployment, and the board should review every per-seat licence.