Press Space to continue
Press Space to continue
A list of surprising and mind-boggling stats from this conversation: - $1B+ a year in transaction volume (still invite only) - Growing 10%+ A DAY and has spent zero dollars on marketing - 40% of users shared a personal credit card with Instinct within 3 weeks - Compute demand is doubling roughly every week - At 5 to 8% daily growth over the months it takes to bring new compute online, Instinct would reach about 100 million users - On Instinct's own A/B tests, it matches Opus 5 performance…
Patrick OShaughnessy@patrick_oshag4h 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
