Instinct

Points of view

Share of the 47 posts that take a position

• Agents could replace conventional interfaces30%

  Holders believe personal agents may become the main way people search, book, buy, and manage services, reducing reliance on apps, marketplaces, and advertising-driven interfaces. They point to text-based interaction and Instinct’s transaction model as evidence of this shift.

  • “"My personal goal is to deliver this product for free to everyone for a lifetime." Instinct is already on pace for about $1B a year in transaction volume, and 50% of it is travel. Noah on Instinct's business model and how he plans to keep it free: "When I see transaction”

    @patrick_oshag · Sep 28

  • “20 YEARS TO OWN THE FIRST CLICK. 1 AI AGENT SENDS THE ORDER SOMEWHERE ELSE. The article estimates Amazon's advertising business at ~$80B. Its argument: a personal agent with permission to use your calendar, preferences and payment details can shop without opening a marketplace”

    @biektive · Oct 4

• Instinct shows strong product-market potential26%

  Holders see the reported transaction volume, travel activity, user retention, invitations, and rapid growth as signs that Instinct is gaining meaningful adoption. They view its small team, invite-only status, and limited marketing as further evidence of momentum.

  • “Instinct raised $1B at a $10B valuation, from Benchmark, Sequoia, Coatue They have 14 employees. Most of the new money will go toward compute, which CEO Noah spends 40% of his time acquiring. They are growing 10% a day, had $1B of transaction volume, 50% of which is travel”

    @pitdesi · Sep 28

  • “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”

    @patrick_oshag · Sep 28

• Instinct is useful but not best for everyone26%

  Some users find Instinct useful for bookings, appointments, reminders, cancellations, or travel, while others prefer competing assistants because they are more proactive, less restrictive, or better suited to particular tasks. These comparisons suggest that Instinct’s strengths are task-specific rather than universal.

  • “Instinct = personal assistant Using it for bookings, appointments, reminders, life admin Dot = business assistant Using it as a project manager to manage codex tasks Best agentic duo on the market right now. Still using Claude for writing/content related tasks.”

    @coreyganim · Oct 3

  • “This personal assistant doesn't just flag your forgotten subscriptions, Instinct cancels them for you and tells you how much you saved Noah Shinn (CEO of Instinct) breaks down how his personal AI agent connects to your bank, scans your transactions, finds subscriptions you”

    @RomlettClips · Sep 29

• Vendor control makes personal agents risky11%

  Holders are uneasy about entrusting sensitive personal data, payment details, and important decisions to a vendor-controlled assistant. They question whether an agent is truly acting on the user’s side and emphasize the need for checking, permissions, and reliable failure recovery.

  • “there’s something quite awkward about all the personal agents in the current hype cycle muse, grok bot, instinct, dots, and whatever google, anthropic will come up with none of them is “mine” i’d be trusting a vendor for some of the most sensitive data about me and bet on them”

    @kunchenguid · Oct 4

  • “What happens when everyone’s AI agent learns how to cut the queue? Instinct founder Noah Shinn recently suggested that restaurant reservations need not remain strictly first-come-first-served. Your agent could, for example, tell a restaurant that it’s your 30th birthday or an”

    @sandeepnair · Oct 4

• Instinct’s transaction metrics need scrutiny9%

  Holders argue that transaction volume is a favorable headline metric but does not by itself establish revenue, profitability, user value, or a large company opportunity. They want attention on refunds, cancellations, costs, take rates, and other outcomes when transactions fail.

  • “every Instinct tweet i see mentions its “transaction volume” are personal AI agents now being perceived as fintech companies?”

    @defyneric · Sep 30

  • “Transaction volume is the happy path metric. The real test for Instinct: how were refunds and cancellations handled, what did the user experience look like, and who bears the cost when things go wrong?”

    @PratibhaEr · Sep 29