I’ve gotten to work with Noah and the Instinct team closely over

Press Space to continue

I’ve gotten to work with Noah and the Instinct team closely over the last months (they use Link)—sharp, ambitious crew. A great interview and fun data shared: - $1B+ yearly run rate transaction volume (growing 10% a day) - 50% of spend is travel - 40% of users add a credit card

Patrick OShaughnessy@patrick_oshag7h 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