Noah on how AI assistants will shrink ad revenue at companies

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Noah on how AI assistants will shrink ad revenue at companies like Uber, DoorDash, and Amazon, but grow their core businesses "We're taking something like Instinct and making that friction to do anything almost zero. So with very little friction now, what will that do to the amount of times that a user interacts with the business? I actually think it'll go up."

Patrick OShaughnessy@patrick_oshag2d 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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