Noah spends 40% of his time on compute It's fascinating to hear

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Noah spends 40% of his time on compute It's fascinating to hear how he thinks about securing it when Instinct is growing 10% a day "What does it mean when the amount of compute that you need access to is now doubling effectively every week? Do we buy 2x of what we have right now? Well, we're gonna consume that in a week. So then do you buy 5x? We're gonna consume that in less than three weeks. Do you buy 10x? If you can even stomach what it's like to buy 10x ahead, you're gonna consume that…

Patrick OShaughnessy@patrick_oshag20h ago

My conversation with Noah Shinn (@noahrshinn), founder of Instinct. Noah is building a personal AI assistant. It's still invite only, has spent nothing on marketing, and is growing roughly 10% A DAY. This is his first long conversation about the company. We discuss: - Why Instinct doesn't have an app - Buying compute months ahead of exponential demand - How users learn to trust it with a credit card - Safety and security - Agents coordinating with other people's agents - Instinct's business model - Apps built on consumer inertia - and more Enjoy! Timestamps: 0:00 Intro 4:11 What people are using AI agents for 15:07 Rethinking travel, reservations, and the internet 22:43 Trust, privacy, and personal data 27:50 The business model behind Instinct 38:04 How existing businesses will adapt 47:55 Designing a personal assistant people love 53:15 Growth, compute, and competing with Big Tech 1:11:44 What’s next for Instinct and personal AI

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