
← Get the Check22 sept. · 34 min
Jev's System 1 model is 400x cheaper, Meta's Muse gets 900K downloads in a week, Snap's Spec
<p>In this episode of Get the Check, the pod breaks down the three launches taking over the timeline: Jev, the new System 1 model from <a href="http://typesafe.ai">typesafe.ai</a>, Muse, Meta's personal AI assistant, and Spec, Snapchat's big AR glasses keynote.</p><p>They start with Jev, whose launch video pulled 36 million views on X. Founded by Diogo Almeida, one of the co-creators of ChatGPT, the pitch is a model that's 200x faster and 400x cheaper than a frontier LLM because it doesn't generate text at all — it makes decisions. Maya breaks down how it works under the hood, and why its sweet spot is high decision volume with bounded answers. The pod debates if trading bots will be a killer use case or purely hype. Priya explains how she used Jev to sort candidates in GTC's recruiting inbox.</p><p>Next, the pod gets into Muse, Meta's Instinct competitor that hit 900K users in its first week. Priya's already sold because it connects to iMessage, which Instinct can't do. Anika is mid-switch after Instinct got slow, stopped being proactive, and can't even check out a cart anymore. The girls debate whether it's worse to hand your data to Meta or a startup — they end up agreeing tune in to hear what they pick. Meanwhile, Instinct is raising at a $10 billion valuation with around 100K active users. During the Sunday recording the hosts say they’re long Meta and woke up Monday to the stock up 11%.</p><p>Then comes Spec. Maya watched the entire keynote and calls it objectively the best AR glasses out there, but she still wouldn't buy them. Snap popped 2% on the news but is still down about 93% over five years, and Evan's control of the company has kept activist investors locked out.</p><p>Finally, the pod announces its SF Tech Week event with Brown Girl Angels on October 10th at the AngelList office, featuring Jaya Gupta of Foundation Capital, and Brown Girl Angels founder Bhargavi, with Anika moderating.</p><p>Also, the pod ate dinner next to Taylor Swift?! Tune in for the full story.</p><p>This episode is brought to you by Kalshi, whose market calibration data the pod literally cites mid-episode to explain how Jev might be trained. Sign up at <a href="http://kalshi.com/sign-up?referral=getthecheckkalshi.com/sign-up?referral=getthecheck">kalshi.com/sign-up?referral=getthecheck</a> and get $10 when you trade using our code.</p><p>Follow the pod on Instagram and X @getthecheckpod.</p><p>00:00 Marc Benioff moggs at D