Meta's bet on personal software / micro-apps

Meta just acqui-hired both Gizmo (prompt-driven mini apps) and Dreamer (personal AI agents platform). Different products, same bet: software should be generated for you and shaped by you on top of a data substrate. Not apps in the App Store sense. More like disposable, contextual software that serves a need and may not outlast it. Software as utterance, not artifact (in line with Karpathy's Software 3.0 thesis)

The further you push this, the more it depends on knowing who "you" are. Without persistent context, personal software resets to generic every session. With it, "make me a planning tool" becomes "make me a planning tool that knows how I work."

Meta wants to own the whole stack: context (social graph), generation (Dreamer, Gizmo), distribution (Instagram, WhatsApp, glasses). The open question is whether the context layer should live inside one platform or be more liquid, user-controlled and portable.