Tad Fallows and Sriram Gollapalli pressure-test the new wave of AI personal assistants: Instinct, Meta's Muse, OpenAI's Dots, Town and GrokBot. Sriram has spent a month running Instinct inside WhatsApp with access to his Gmail and calendar, and he walks through what it has handled so far: prepping the call to move his daughter's doctor's appointment, emailing a teacher while he brushed his teeth, pushing a vendor into a full refund on a forgotten app subscription, and finding a garage-floor quote about 30 percent cheaper than the first one. Tad, who still uses Gemini as a search engine, presses on the trust questions: what you hand over to get the help, which company you trust with it, and where the line sits on your credit card and your bank accounts.

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Long Angle is a private, vetted global community of accomplished entrepreneurs, executives and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities and ambitions.

Hosted by the founders of the Long Angle community, Navigating Wealth explores how experienced investors, founders and operators approach the real questions wealth creates, from private markets and capital allocation to business exits and life design.

Learn what an AI personal assistant can take off your plate today, and what it costs you in access to get there. Treat it like a new hire: give it context, start with low-stakes tasks, and widen its permissions only as it earns them.

Most people think of AI as a chatbot you visit, but these assistants live inside your messages and your inbox and act on your behalf. If you have been using Gemini or ChatGPT as a search engine, this conversation shows what changes once an agent can read your email, manage your calendar and contact vendors for you, and what you give up when it can.

We cover the two setup prompts Sriram brought home from a Long Angle retreat session, the garage quote that came back about 30 percent cheaper, the 657 newsletter subscriptions his assistant found in his inbox, the feature that lets his assistant coordinate with his wife's, where he draws the line on payment information and bank accounts, and the often-overlooked security step of routing two-factor codes to a second phone number that nobody else knows.

Subscribe for weekly conversations on wealth and the decisions that come with it, and comment below if you want a walkthrough of the setup prompts Sriram used.

#aiassistant #aiagents #productivity #dataprivacy