/AI1h ago

a16z's Justine Moore maps the iMessage AI ecosystem, prompting debate over whether SMS assistants are becoming commoditized

SMS delivery allows users to bypass standalone mobile applications

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Original post
Justine Moore@venturetwins#943inAI

New market map: AI assistants in iMessage 📱

The next major interface for consumer AI? Text messages.

People don’t want to open an app every time they need help - they want a contact they can text like a friend.

My roundup of the assistants + infra providers below 👇

9:02 AM · Jun 10, 2026 · 37.4K Views
Sentiment

Many users praise the market map on AI assistants in iMessage for its design and for highlighting how the platform already supports coordination and decisions, while a few criticize Apple's AI efforts or specific tools.

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Justine Moore@venturetwins

Why iMessage and not plain SMS?

1) Deliverability. SMS from unknown numbers gets carrier-filtered or marked as spam.

2) Capabilities. iMessage gives typing indicators, read receipts, link previews, and more.

3) Trust. Blue bubble = a person, green bubble = a marketing blast.

Justine Moore@venturetwins

New market map: AI assistants in iMessage 📱

The next major interface for consumer AI? Text messages.

People don’t want to open an app every time they need help - they want a contact they can text like a friend.

My roundup of the assistants + infra providers below 👇

1hViews 2.4KLikes 16Bookmarks 1
BOOKMARKS14LIKES20
Justine Moore@venturetwins

Companies mentioned:

AI assistants - @interaction, @heyollieai, Folk (@nozomioai), @meetlucasai, @orchid_hq, @tomo, @zocomputer, @getlindy, @joinsauna

Infra providers - @thelinqapp, @Cherthq, @blooio_messages, @sendbluehq, @AgentPhoneHQ

Justine Moore@venturetwins

Historically, it's been hard for AI companies to build on iMessage. Apple has no public API.

Infra providers solved this by running fleets of real Apple devices on real phone numbers.

Now, Apple is opening a front door. Last week, Poke became the first AI agent approved on Apple Messages for Business - more to come here 👀

1hViews 1.9KLikes 20Bookmarks 14
RETWEETS3
Elliott Potter@elliott__potter

@venturetwins @venturetwins 8 of 9 are happy @thelinqapp customers and the remaining one is porting over 📈📈📈

57mViews 11Likes 7
REPLIES5
Justine Moore@venturetwins

@interaction @heyollieai @nozomioai @meetlucasai @orchid_hq @tomo @zocomputer @getlindy @joinsauna @thelinqapp @Cherthq @blooio_messages @sendbluehq @AgentPhoneHQ More broadly - it's becoming pretty clear that we need to give AI agents / assistants anything a human in the same role would have.

(e.g. phone numbers, credit cards, email addresses)

If you're working on something here at the app or infra layer, please reach out!

Justine Moore@venturetwins

Companies mentioned:

AI assistants - @interaction, @heyollieai, Folk (@nozomioai), @meetlucasai, @orchid_hq, @tomo, @zocomputer, @getlindy, @joinsauna

Infra providers - @thelinqapp, @Cherthq, @blooio_messages, @sendbluehq, @AgentPhoneHQ

1hViews 1.6KLikes 15Bookmarks 2
Justine Moore@venturetwins

Historically, it's been hard for AI companies to build on iMessage. Apple has no public API.

Infra providers solved this by running fleets of real Apple devices on real phone numbers.

Now, Apple is opening a front door. Last week, Poke became the first AI agent approved on Apple Messages for Business - more to come here 👀

Justine Moore@venturetwins

Why iMessage and not plain SMS?

1) Deliverability. SMS from unknown numbers gets carrier-filtered or marked as spam.

2) Capabilities. iMessage gives typing indicators, read receipts, link previews, and more.

3) Trust. Blue bubble = a person, green bubble = a marketing blast.

1hViews 2.3KLikes 16Bookmarks 2
signüll@signulll

@venturetwins @omooretweets doesn’t this mean these are roughly commodity products?

Justine Moore@venturetwins

New market map: AI assistants in iMessage 📱

The next major interface for consumer AI? Text messages.

People don’t want to open an app every time they need help - they want a contact they can text like a friend.

My roundup of the assistants + infra providers below 👇

40mViews 2KLikes 17Bookmarks 1
Justine Moore@venturetwins

@signulll @omooretweets The assistants themselves or infra companies?

Most of these assistants are positioned quite differently - e.g. personal vs. work - and have different target audiences

signüll@signulll

@venturetwins @omooretweets doesn’t this mean these are roughly commodity products?

25mViews 242Likes 3Bookmarks 1
nizzy@nizzyabi

@venturetwins imessage is AWESOME.

it's so easily accessible for anyone! there's probably another level agent communication can go to, will see what that is, but i'm so excited for the future!

1hViews 290Likes 3

@venturetwins @interaction @heyollieai @nozomioai @meetlucasai @orchid_hq @tomo @zocomputer @getlindy @joinsauna @thelinqapp @Cherthq @blooio_messages @sendbluehq @AgentPhoneHQ try texting +1 (407) 242-5197 :)

1hViews 22Likes 1
signüll@signulll

@venturetwins @omooretweets the former for sure.

i think the underlying essence of these products is roughly the same. & they all face the same problem which is that there is a blank text box for the user & nothing else.

Justine Moore@venturetwins

@signulll @omooretweets The assistants themselves or infra companies?

Most of these assistants are positioned quite differently - e.g. personal vs. work - and have different target audiences

24mViews 105Likes 5Bookmarks 0
Julie Chen@0xJuliechen

@venturetwins Thanks for the epic market map!

@photon_hq is a provider of infra as well. We’re open source & venture-backed. Officially collaborating with Vercel, Hermes Agent and more, and there are amazing agents building on us. We believe native messaging interface is the future of UI :)

54mViews 84Likes 5
Patrick Sullivan@patsullyyy

@venturetwins hey i know them! our customers are amazing, so much awesome stuff being built in this ecosystem 📈

1hViews 72Likes 6
Sebastian Scott@_sebastianscott

@venturetwins @omooretweets Missing @photon_hq for infra :-)

1hViews 54Likes 2
Bristol@BriggsBuilds

@venturetwins @patsullyyy Don’t forget Sifta as one of the leading iMessage apps!

1hViews 67Likes 1
Cristin Culver@CristinCulver

@venturetwins Love the graphic on this! 😍

1hViews 67Likes 1
Amit@amitsonawane

@venturetwins add http://textkaia.com too :)

1hViews 49Likes 1
Harsha from Slashy@GaddipatiHarsha

@venturetwins 🥀🥀🥀

Slashy has had an iMessage assistant for longer than almost all these companies (except Poke who pioneered it)

19mViews 35Likes 1
J ▲ C • B@DigitalAges

@elliott__potter @venturetwins @thelinqapp does @thelinqapp have zero data retention?

42mViews 10
Nikhil Prabhu@nikhilaprabhu

@GaddipatiHarsha @venturetwins slashy needs an abg cmo

15mViews 9
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