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Marissa Mayer's Dazzle analyzes your whole camera roll as AI agents race for personal data

Consumer AI startups are competing on personal context and real transactions: photos at Dazzle, on-demand apps at Wabi and travel bookings at Instinct.

By · Editor

· 4 min read · Fact-checked

The 60-second brief

  • 1Marissa Mayer's Dazzle builds its picture of a user from their camera roll rather than email or shopping history.
  • 2Instinct's founder says more than half its transactions are travel-related, with the platform nearing $1 billion in annual transactions.
  • 3Wabi, from Replika founder Eugenia Kuyda, is pivoting from an app maker to a personal agent inside a messaging interface.

The news

Former Yahoo CEO Marissa Mayer unveiled Dazzle, an AI assistant that learns about users from the photos on their phones, TechCrunch reported on September 29, 2026. Same-day reports on Wabi and Instinct show where consumer AI startups are looking for an edge.

Instead of drawing context from email, calendars or shopping histories, Dazzle takes it from the camera roll, according to TechCrunch. For quick tasks it scans recent photos, for example adding an event from a photographed flyer to a calendar, or finding a repair person after spotting a broken garage door. It also mines the full photo library for ideas ranging from holiday trips to birthday gifts. Users reach it through its app or by text.

TechCrunch reported that Dazzle is designed to understand users' hobbies, interests, food and style preferences, and who they spend time with. Mayer called photos "an underappreciated source of information" and said Dazzle discards any personal information its AI flags as sensitive. Dazzle raised an $8 million seed round in December 2025. Mayer's previous startup, Sunshine, launched a photo-sharing tool called Shine in 2024 that eventually shut down.

Wabi, the startup from Replika founder Eugenia Kuyda that let people build apps by typing prompts, is pivoting to a personal agent inside a messaging interface, TechCrunch reported. The agent creates the screens a task needs on demand, such as a health tracker, a weightlifting log or a family calendar, organized in topic threads. Kuyda argues that chat-only agents bury a user's history and ongoing tasks in one endless scroll. The new version is invite-only.

Instinct shows where the money is going. The invite-only AI agent raised $1 billion in Series C funding at a $10 billion valuation from Sequoia Capital, Benchmark and Coatue on Monday, September 28, TechCrunch reported. Founder Noah Shinn said on a podcast with investor Patrick O'Shaughnessy that more than 50% of transactions on the platform are travel-related and that it is approaching $1 billion in annual transactions. TechCrunch also reported the platform is growing 10% day by day. The 14-person startup competes with Meta's (META) Muse and Khosla-backed Wajo.

Not every consumer bet is software. Uhura Bionics, founded in 2023 by Konrad Zieliński, who lost his voice to cancer as a student, makes wearable glasses that TechCrunch says let people whose voice boxes were removed speak with emotion, laugh, shout and even sing. They cost $500 for a basic model and $1,500 for a premium model called Whitney.

The numbers

Dazzle seed round (December 2025)
$8 million
Instinct Series C / valuation
$1 billion / $10 billion
Share of Instinct transactions that are travel-related (founder)
More than 50%
Instinct annual transactions (founder)
Approaching $1 billion
Uhura Bionics device prices
$500 basic; $1,500 Whitney

Why CEOs should care

For travel, hospitality and retail executives, Instinct's numbers are the ones to study. If an invite-only agent with 14 employees is nearing $1 billion in annual transactions, and more than half are travel-related, AI agents are becoming a booking channel. Ask whether an agent can find, price and book your inventory without a human, whether your loyalty program still applies when an agent makes the purchase, and who owns the customer relationship when a traveler never visits your site.

Payments and risk teams have their own homework. When an agent books a hotel or flight on someone's behalf, the questions of who authorized the purchase, who bears a chargeback and how fraud models treat automated buyers all change. CFOs should ask their payment providers how they identify agent-initiated transactions and what liability rules apply when an agent books the wrong trip.

CISOs should note Dazzle's approach. Phones hold far more than holiday snaps: screenshots of documents, whiteboard photos, badges and boarding passes. An assistant that analyzes the whole camera roll could see all of it. Mayer says Dazzle discards information its AI flags as sensitive; security teams should ask how that is defined, where photos are processed, and whether bring-your-own-device policies cover consumer AI assistants that employees connect to personal phones used for work.

The bigger picture

The first wave of consumer AI was chatbots answering questions. This one is agents that need two things: rich personal context and the ability to spend money. TechCrunch described a wave of similar tools flooding the market over the past month, and each startup is choosing a different source of context. Dazzle bets on photos, which TechCrunch suggested users may be more comfortable handing over than email and messages. Wabi bets on building interfaces around a user's tasks. Instinct is already handling real transactions. For brands, that shifts the meeting point with customers away from search results and apps and toward the agent that decides what to book or buy.

What’s next

Watch whether Dazzle adds the ability to book or buy, which TechCrunch's report does not describe, and whether Instinct and Wabi open beyond invite-only access. Uhura Bionics is pursuing Class I medical device status in Europe and the U.S., which could open the door to partial insurance reimbursement.

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Marissa MayerDazzleInstinctWabiconsumer AI

Written by

Editor · Technology & Business Writer

Hussein is a writer and business technology enthusiast focused on the intersection of technology, entrepreneurship, finance, artificial intelligence, and digital innovation.

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About this story. Researched from primary sources whenever they are available and fact-checked before publication.

Published by Tech CEO Daily, an independent publication. Masthead · Editorial standards

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