Instinct is in talks to raise about $1 billion at a roughly $10 billion valuation, less than a month after raising $250 million at a $2.25 billion pre-money valuation. The 23-year-old founder Noah Shinn is building a personal AI agent that can operate software and complete tasks like answering emails, negotiating bills and booking reservations. Instinct now has more than 100,000 users and has already run into compute capacity constraints as demand grows. Its valuation has gone from roughly $50 million in the spring to $10 billion under discussion today. Source: The Information

Anyone saying Instinct is the next Clubhouse has never really used Instinct.

my bet: personal AI assistants (aka Instinct) will eclipse the ChatGPT market Why? - my sister, mom and dad are now using it over Claude/ChatGPT - I had it rebuild a squarespace site I made years ago for a local restaurant. now the owner can just email instinct for any website updates & it's hosted free on cloudflare - instinct is fully managing my FB marketplace listings - booked multiple CPA meetings for my acquisition - fully managing my fantasy football team (2nd place rn) - signs me up for trials & auto cancels the day before - found reoccurring subscriptions and cancelled them all of which it did with minimal intervention. few of which ChatGPT/Claude could do sufficiently.

I've been aggressively trying out Instinct/Muse/Grok bot over the last few days for everything from 1. passenger started bleeding all over my alaska flight, plane turned around, please get me flight refund 2. OBSESSIVELY track my new bag from italy so that the second it is delivered I can grab it 3. i really want to get a reservation at [redacted] but after years of manual checking I have given up. please check and get it for me (I now have a res for tonight) But the only thing that drives me nuts is how long all of them take. @Muse has been the winner though, consistently 2-3x faster on the same tasks. But still > 5 minutes for simple asks :/

AI MUSIC IS DEFINITELY HAVING ITS MOMENT. Is this the Instinct of personal music agents? Just listen to this. The sound is crazy, and you don’t even have to write a prompt. I can see people having way too much fun with this. t.co/kmEqEAkcTM

I will say, I think Instinct has all the makings of a perfect Google acquisition target. Gives me strong YouTube vibes. PMF, but product is borderline unusable because of infrastructure / compute bottlenecks. Plug this thing into Google's scalable backend (imagine sub 30ms latency) and give it native access to GSuite + Android + Google ecosystem writ large + search data and watch it shoot into outer space.

Instinct is cool but damn what black magic are they whipping up behind closed doors to justify a $10B valuation?

I am biased but there are some pretty good companies on this list to think about joining: - Instinct is building the personal personal assistant - @KeenableAI is building the real-time search engine for agents, built by a cracked ex-search team - @quadrillionlabs is building the platform for auto-research - @trajectorylabs is building the platform for continual learning - @watneyrobotics is low-key managing all those AI data centers you keep hearing about You should think about joining them! All have <25 employees.

With @Muse and Instinct both launching "Agent calls businesses" mode, Eleven lab launches an AI receptionist. Very soon, both of these will meet, and decide that voice is the wrong protocol and switch to text t.co/SaIB4wk7fK

No product has changed my life since ChatGPT like Instinct has. So crazy. I can’t even imagine what happens to this product over the next two years. If done right, this company could be a trillion dollar company.

BREAKING: Instinct is in talks to raise money at a roughly $10,000,000,000.00 valuation.

2026 has been an insane year so far... OpenClaw really was the product of the year, even though most people have since migrated away from it. OpenClaw was the first viral product that gave an agent free rein over a computer. Since then, we've seen all types of "general agent platforms" launch, each operating slightly differently. Each lets you interact with an agent that can access your apps (plugins), run tasks automatically (routines/crons), and most importantly, use a computer. That computer is either in the cloud or it's your own... And some of these platforms let you connect agents to apps you already use, like iMessage, Slack, Telegram, email, and more. Some are included in your subsidized subscription (Codex and Claude). Some give you access to all the models (Hermes and Viktor). And some give you no choice of model (Instinct). But they all have one thing in common: once you make one your main setup, switching costs get high. Especially in business. For this reason I have trust issues, when trying these new platforms. However, to develop instincts on the agent space as a whole, I think experimentation is essential. I've used all of these products, trying to figure out what I like and don't like about all these tools, and where I think this is all going. But that will likely be an article on @agentnative_ next week. But before I write it I want to ask you... where is this all going? What do you think the winning agent platforms in 2027 will look like?

Going to twitch stream ranking every AI Personal Assistant startup. Current list (Poke, @pallyai, @Muse, @boassistant, Instinct, @orchid_hq) If you're building or using one that has at least 5,000 users or has made $10,000 in revenue Please drop it below ↓

Want to try a personal AI assistant, preferably on Whatsapp. Something both my wife and I can use. I want to choose one and stick with it (at least for a year), instead of hopping around. Should I try A) Instinct (good & free, but not sure what future pricing is) B) Town (how good is it?) C) Muse (from Meta, so Whatsapp will always be there; but will it work with gmail, google sheets, etc?) Would love to hear your opinions on these 3 options. PS: I don't want to build my own open source one with Hermes/OpenClaw. Made one for my writing as a 2nd brain but too much effort.

Omg. I am convinced noah personally reads all the crazy things i ask instinct to do and then ships them t.co/Z95bArK28y

Delos just leapfrogged Grok and Instinct by giving AI a full professional identity. Each Worker gets its own email, phone number, Microsoft or Google account and its own computer, so it can sit inside any company like a real employee. The €10M it just raised is going into pushing that lead further.

finding a place to live in nyc is a FULL TIME JOB and i already have one... so i gave Instinct access to Extend Edit: - Instinct finds apartments that match my preferences - reaches out to schedule tours - i tour them - Instinct fills out the rental application with Extend Edit and gives me the finished PDF to review - once i approve it, Instinct emails it to the realtor now i never have to touch a pdf editor again and hopefully i find a place to live before my sublet ends

Instinct invite (40 left). Use t.co/l8jAnWPCPc

distribution, growth, ugc, instinct, ai, tiktok, creators, muse, reddit marketing, persona, away ai, personal assistants

not sure how I feel abt bombarding service workers with ai calls — makes me feel bad to use this feature no shade to instinct, love the product t.co/BiT1QRJpWG

Instinct is valued at $10B with a free product still in private beta, while robinhood:0xf6589f11bc40b669e584073f428b05562f568733 makes $6B in revenue with a $9B market cap. Make it make sense

The craziest thing I asked Instinct AI to do is get me a visa for Bali. I was in Copenhagen and headed to Bali for 3 weeks. I texted Instinct: "Can you please sort out my Bali visa?" The arrival card asks for each country you were in during the last 3 months. Instinct read my emails and Airbnb receipts and made the list. Then it asked, "Did I miss anything?" It had all of them. I sent a photo of my passport and a photo of me. It sent back my visa on arrival as a PDF. Bali immigration is strict. If one detail is wrong, they can deport you fast. And if Instinct made the mistake, I had no one else to blame. I put all my trust in Instinct. At the gate, I scanned my passport and sweated a little. The gate opened.

Got my hands on Muse, and these are my initial observations: For browser-based tasks, Muse outperforms Instinct by miles, especially when it comes to running complex, multi-step tasks. Instinct, however, still feels like the better overall “assistant” to me. It seems more geared towards real-world, day-to-day use cases. Another really interesting part of Muse is its connectors. Within no time, I was able to connect Muse with my Hermes agent running on my private Tailscale network, which suddenly opened up a LOT more use cases for me. You can technically achieve something similar with Instinct too, but it’s nowhere near as straightforward as it is with Muse. As of now, I’m genuinely loving Muse. Hope they officially launch in India soon! One interesting difference though: unlike Instinct, Muse doesn’t let you store cards in its vault, which might actually be a good thing Payments through Muse currently seem to be handled via Stripe, and I’m only able to use US cards there. For India, the workaround is basically a one-time virtual card through chat or UPI. I’d expect this limitation to go away once Muse officially expands to India and other regions. Still experimenting, but Muse + Hermes + Tailscale is where things are starting to get really interesting

I’m probably going to look stupid saying this but watching personal AI agents roll out feels like pure déjà vu from the LLM wars in 2023 and people are reading the room completely wrong imo Taste wins over raw horsepower. Everyone thought one model would eat the world, but people actually picked their daily driver based on vibes and nuance. Personal AI agents will fracture the exact same way: as a power user here is my take • Instinct is like Claude: sharp, candid, a bit nerdy, feels like talking to someone with genuine taste. > Muse is like ChatGPT, it wins mainstream purely because it sits inside the apps everyone already uses 24/7 (IG, FB, WhatsApp). > Bot is like Codex, headless, invisible, just does the grunt work without talking back. Consumers genuinely want choice. Your personal agent is going to know your life, your habits, your voice. Nobody wants a sterile, generic monopoly running their day-to-day. You’re going to pick the agent whose personality you can actually tolerate having in your ear all day. We’re still wildly underestimating the TAM. Skeptics keep pricing this like consumer software subscriptions ($20/mo apps). That’s insane. If your personal AI agents make you $1k per month (which isn’t impossible), why wouldn’t you pay $100? Together revenue of Anthropic, open ai and cursor is near $90b ARR today and these agents have the potential to be bigger than them If LLMs commoditized answers, personal agents commoditize action- running your schedule, filtering your life, executing transactions, taking the friction out of existing. This isn’t a $500B software market. When an agent acts as your personal proxy for life and work, the TAM is possibly $5 trillion

.@puch_ai pls come back bro. Instinct with better branding, marketing is killing. i want puch to succeed. cc: UPGovt. i think 25,000Cr. MoU should be reconsidered given instinct is raising crazy.

Set a reminder on Instinct to intro two friends over email. Just found out it went and did it with zero supervision two days ago. It found one email in a 2019 thread, found the other online, wrote the intro, sent it as me. I don't know how to feel.

Genuine Q: If you're using Instinct, Muse, or other agentic services to help handle sensitive information, or log in to services to get work done on your behalf... how have those platforms earned your trust? To the point where you're okay with them keeping your PWs? I am still hesitant to go this far, but admit that I'm a bit ignorant and generally avoidant when it comes to handing over the keys. Can someone explain or link me to the security protocols or measures that would/should make me more comfortable with this?

did tibo just confirm that OpenAI is releasing a new bot ? Jaytel: “it’s enough” with an image showing muse, grok bot and instinct (no idea what instinct is) and tibo replies: “HI ” bro knows exactly what he’s doing OpenAI has been teasing something all week are we getting a codex bot ?

This sounds like Muse is doing AI calls and Instinct is doing Amex concierge style human calls t.co/iVqhzJbvDO

Been using Instinct and @catchagent for the past few days. I've been hooked on Instinct and first did not understand why I need to pay for an Agent. Especially since Instinct has wowed me last two weeks. However, yesterday it failed me. Super unreliable execution. Events and emails I asked it to send were not delivered and queued for up to 3-5 hours. That's the kind of behavior that is unacceptable from your personal agent. Now it's clear to me that while Instinct is a great product, It's like being on a shared computer while Catch Agent give you, your dedicated compute. If I could pay for Instinct and get live support + guaranteed execution, I'd do it. But I can't. I am pretty reluctant to build my whole personal and business ops life around an Agent that will likely slow down when everyone' using it at the same time. I'll be looking to switch more and more to Catch. Both are great and differing in how they work with you. But the fact I can rely on it to be accurate and on time is a feature that I'm not going to negotiate on.

been catching up with friends building with AI and recording some of our convos. first up @imranye he made a really good case for why Muse needs its own app. as an Instinct user, it got me thinking about the limits of a text only interface. (Muse fomo is insane rn...we still don’t have it in Canada!!)

what i’ve been cooking since my recovery: yōkai on ios, imessage & whatsapp. yōkai is instinct + characterai; personal agents with personality. a marketplace to create and sell your own agents powered by our finetune of personaplex. launched in singapore to a limited set of users. dm if you’re open to testing.

instinct is what Swiggy Crew was trying to be t.co/HuPszjHdbo

Today is my aunt’s birthday. I asked Instinct and Muse to call a store and order a cake for me. Both said they couldn’t. So I sent Mae a voice note to do it Mae called the store, confirmed the order, and handled it. I'm literally driving to go get it right now. this is what I’ve always wanted AI to feel like. Your second brain should work for you while you focus on other things and touch grass. Instinct raised $350M. Muse is backed by Meta. Mae is bootstrapped by two stubborn founders who refuse to accept that AI should stop at “I can’t do that.”

Any kind person on my timeline willing to share an invite for Instinct AI?

Instinct is the frontier lab for personal AI

Instinct AI booked me haircut appointment I wanted a wavy perm in Copenhagen. My agent found salons, read the reviews, and sent me photos. I chose one. The booking step needed a Danish phone number. The agent sent an email to the salon instead. A few hours later, it sent me a message: "confirmed, you're booked." I read the email later. It sounded "very, very human." I think that the salon did not know an AI agent wrote it. Give the agent the job, and then put your phone away.

After a few weeks using personal agents, here’s my take no one asked for: @Muse is fast, responsive, and proactive. I like that it’s an app and use it daily. Instinct is solid and I like the iMessage interface, but it’s not proactive enough for me yet. @Grok is great for internal tools and has completely replaced Devin for me. Exciting to see companies building real AI use cases for normal people.

tbh, 10b is cheap the market is big enough to have multiple winners like samsung/xiaomi/apple vcs can't invest in grok bot and muse, so instinct is the only way to get a seat at the table and 10b is cheap for a seat at a trillion dollar table t.co/DrAnUJPuOs

&gt; Be Instinct. &gt; Zero revenue. &gt; Zero ads. &gt; No real business model. &gt; Pick a direct fight with Meta’s Muse. &gt; Use Meta’s WhatsApp to reach half your users. &gt; Use Apple’s iMessage to reach the rest. &gt; Bag a $10B valuation anyway. &gt; Peak bubble behavior. t.co/MDekRNoRVQ

I have a tingling feeling many of you are going to regret handing over your bank account, your primary email and other credentials over to your agent (doesn’t matter if it’s a random agent or something like muse/instinct). Like this is going to probably be more painful than any other data breach or attack ever. Hope for everyone’s sake I’m wrong

the amount of people who asked me for instinct invite today is insane

if everyone is using instinct to find carbone reservations it's most disruptive to equity sales

The rapid exposure of agent <> human communication in everyday social contexts is one accelerated outcome of the consumer personal agent moment. A wider population is getting very quickly used to talking to someone else’s agent / assistant through Instinct and Muse. Something that might have sounded absurd to most, even 6 months ago. It’s a second order effect that will get more pronounced with voice too

Vaaya now onboards your Instinct agent with just a simple command. Just say "signup on t.co/3wyM4qPxKq" All instinct users get $10 free credit to use on Seedance 2.5 , ChatGPT-image 2, @ExaAILabs, Browserbase, Firecrawl, @modal, E2B and 100+ services live on Stripe @mpp and @x402scan Genrate images, scape web, spinup sandboxes, host your html pages right inside your Instinct

Ok @adietrichs got me an invite, time to test this @instinct thing out. First task: “get connected to @noahrshinn, make no mistakes.”

At @beanstalkHQ, the one AI product that really got folks excited was Instinct. Felt like half the place was texting with an Instinct agent. (@nocigarcin for his selfie game)

My experience as well. Carrot: Astra is amazing, by far the best at the moment, and fast. Stick: Claude was getting slow and I was running out of tokens way too fast. I'm 100% Codex at this point for coding and day-to-day tasks. Still playing around with various options on agents (Instinct, Muse, Grokbot, OpenClaw)

instinct made its own but invisible email infra strictly for AI agents makes sense

Instead of carrying ballistics tables while hunting you can just text Instinct:

Instinct is this cycle's Clubhouse t.co/HkJop4jLkW

Tried Instinct today. For those who don't know, it's an AI agent you can chat with through WhatsApp or iMessage. It acts as a personal assistant and even a concierge. I managed to book a service for my washing machine just by giving it a few instructions. It handled almost everything on its own, without any human intervention. PS: The time difference is because I didn’t have a MyBosch account, so it had to create one first.

Recent moments AI was more annoying than helpful: - Instinct sending me a captcha code to do myself - Grok Bot taking way too long to do something seemingly simple (20 mins to look up some flights) - Hermes got setup to make phone calls with Retell and completely failed by confusing a japanese retail store staff further by asking her why she called lol - Instinct being overly aggressive with scanning my emails unprompted - Grok Bot unable to self install Retell and Twilio, Instinct got farther here but… - Instinct setting up accounts for me then me having to manually reset the password myself + add it into the vault when it can’t get past verification - putting all three (Hermes, Grok Bot, Instinct) into a slack channel and then redoing my calendar events because they got mixed up on timezones - Instinct being over confident in it’s answers when all it did was stop at the first listicle on top of google and gave me the first choice as “best” Today is the worst AI will ever be. I’ve been pushing the limits on experimentation across different models and harnesses daily. It’s a glimpse into what will be possible but there’s still wide gaps for it to be a full on VA or executive assistant

does anyone need an instinct invite as it very kindly reminded me that my invites expire tomorrow :)

"I had it rebuild a squarespace site I made years ago for a local restaurant. now the owner can just email instinct for any website updates & it's hosted free on cloudflare" what if there’s a better way? one where anyone can do it really excited about what i’m building. the way we build for the web is about to change forever

liking using instinct as my assistant. anyone who wants an invite?

Instinct is cool but just stopped working after 16 hrs? Any way to reset / reconnect?

Instinct is retarded Grok Bot better Codex Remote even better

this is f*cking insane grok bot and instinct are so cool, but delos is taking it one step further > a chatbot answers your questions > an agent completes a task > a worker holds a job all with its own email, phone number and computer, it’s like real AI worker with professional identity congrats on 10M round

this whole thing traces back to peter steinberger BUT this is what we have got closest to a "personal assistant" .. with meta going all in with muse .. and instinct raising at a $10b valuation with compute costs already biting .. theres more to dig t.co/1FjYHLBAe9

Anybody has an instinct invite code? Wanna try it

mentioning instinct is engagement bait, at this point drop the word, attach a cropped whatsapp screenshot of it doing some errand (booking a thing, chasing a refund, filling a form etc.) or say "i've 15 invites, hmu if you want one" we know the agent works. the use-case era lasted abt 9 or so days. we're in the late-stage farming era now.

Obviously the regulatory backdrop is very different post ATT esp wrt self-preferencing, but still hard to believe AAPL will just let a competing AI agent sit on top of iOS w/o trying to protect Siri/system layer So w/ Muse, what stops AAPL trying to throttle META again -- prob need M&A ie Instinct? idk

It's crazy that it took more than 6 months from openclaw going viral to "derivative but polished/consumer-ready" products (muse, instinct, etc.) coming out to market.

It’s overwhelming just trying to keep up and figure out which AI services I should be using ChatGPT or Claude or Gemini or Grok bots or Instinct now I need to look into Muse then in 24 hours something else will pop up

Instinct just announced that they’re looking to raise at a $10B valuation. which means VCs are FOMO’ing to invest into personal AI agents. this is the perfect time for someone to raise capital and build the infra layer that lets neobanks embed these agents directly into their products. an Instinct/GrokBot/Muse style product that gives banking apps access to AI agents that can: > order my usual Uber Eats for pickup > pay my medical bill > book me the cheapest flight to Miami > find and cancel subscriptions I don’t use > dispute this charge for me every neobank is rushing to integrate AI in some capacity, but almost none of them are going to keep up with how quickly the tech is advancing while also running a fintech/payments company. that creates a pretty obvious opportunity for an infra player to build the agent layer and sell it across the entire neobank ecosystem.

Garry Tan (President & CEO of YC) on building agents to be your second brain. Earlier this year you needed to setup complex systems in order to have something that felt useful. Now Instinct, Muse and iHermes are proof that you can have an incredibly powerful agent in something as familiar as your iMessage. We've moved out of separate apps/computers into iMessage. What's coming next?

AI AGENT STARTUP INSTINCT IN TALKS TO RAISE $1B AT $10B VALUATION Instinct is discussing a new $1 billion funding round at a roughly $10 billion valuation, less than a month after raising $250 million at a $2.25 billion pre-money valuation. The startup, led by 23-year-old Noah Shinn, builds a personal AI assistant that can operate software and complete tasks such as answering emails, negotiating bills and booking reservations. Instinct has grown to more than 100,000 users and is already facing compute capacity constraints as usage increases. Source: The Information

The AI personal assistant space is exploding. Grok Bot, Town, Instinct, Muse, and new entrants joining almost daily. Apple, Google, Amazon and Snapchat haven't launched theirs yet, and that won't last long. What makes them work is the harness underneath, not the product wrapper. File system based, improves through recursive self-learning, writes new skills and runs them on the fly. We took that same class of agent and brought it to the enterprise, with real access controls on models, data and tools. Lyzr Open Cowork runs locally, on frontier or open-weight models, built on our open-source agent harness

I've built a simple set of APIs that allow your Instinct agent to place outbound calls (i.e. to gather information or make bookings with businesses). Lmk if you'd like to try.

This is one step ahead of Grok and Instinct. AI workers with a full professional identity... we're going from chatbot, to agents, to now autonomous workers t.co/1vTNoseW5k

I’ve been enjoying Instinct, the personal AI agent (h/t @yenceesanjeev for bringing me into the mix) As always, I wanted to try out a physical experiment with my agent. So inspired by @karenxcheng, I had it print out my day’s schedule at 8 am, but more importantly include my childhood nostalgia like puzzles, pull my current read and give me a tidbit, and a colouring exercise. Oh boy, love it! Agentified and satisfied max.

Tomorrow community stream’s theme is personal ai agents Go from idea to live sites on Netlify but using your fav personal ai agent Whether it’s @muse or @bot or Instinct or any other t.co/3vkZlKn24M

strong agree. vibe funding at its finest, no use/need to run numbers. these types of rounds are pure supply and demand game. instinct is the only investable path at the moment t.co/02wzmxPyFR

Building alongside a 9-5 is hard Hiring an assistant is expensive Instinct sorted my weekend with just a few texts and with the people I care about Less time coordinating = more time building and actually living :)

Instinct is discussing a $10 billion valuation, a steep jump from the $2.25 billion valuation on its funding round less than a month ago. Read more: t.co/ZaVnK4lEPm

I'm short $EXPE at $294 from yesterday near close. Simple thesis. AI personal assistant agents like Instinct and Muse are becoming increasingly adept at scheduling and managing full end-to-end travel itineraries with budget, loyalty programs, times, transit all accounted for. I'm using these agent assistants daily now and seeing it first hand. The headlines are picking up about these assistants as well, with Instinct raising at a $10B valuation, which is a 5x step up from last month. I believe AI assistants will seriously disrupt the moat of these types of companies.

invites for instinct is similar to comment agent for playbook engagement farming

if Instinct is gated for only few people, and they launched it just 5 months back then how the fahh they are claiming $10 B valuation????

Its high time you should stop using instinct and start using @laukiantonson. t.co/evhUqYzYVr

Instinct is such a delightful product because it simply works it sounds like a low bar but nothing else I’ve tried comes close

The amount of people who are giving away instinct invite today is insane. t.co/FOAHPuRv5z

goodbye 1 hour+ long customer support calls. let your ai agent handle it instead. instinct and meta muse rolling this out in the same week. feels like we’re entering a glorious consumer ai era, the tech is finally good enough t.co/YctH7fDmmF

This was a thought-provoking list for me! A few I would add that we're thinking about: - How is context nurtured or developed over time? Two differing approaches across known context (voice interviews / deep research) or through conversation - Geographic constraints of the current paradigm. Similar to the Uber / Grab / Bolt era there are country-specific companies and opportunities - Given the wide variety of agentic tasks, what does an agent orchestrator look and feel like? That is, a place to manage my Muse / Instinct / Soar / Town etc. that could exist outside of messaging - How do current companies adapt to the agentic paradigm through form factor, monetization, and more? A la Salesforce abstracting away UI or Strava / Oura being a store of data to call to or otherwise

I'm so grateful to Grok bot/Instinct/Muse. They helped people understand how @runneth is different to Claude. - persistent agent with its own cloud computer - purpose built for marketers - an agent for the team, not one individual Once OpenAI and Anthropic drop their persistent agents, we're all going to interact with AI as real teammates not private chatbots.

I have been playing around with instinct, it did check-in for me which was kinda cool. comment if you looking for a invite, got few.

data gravity for personal agents (muse, instinct, grok bot) is going to be the deepest rooted of any data we have seen to date personal ai is having its moment and people aren’t going to use 10 of them… which is great for consumers because they are about to compete hard to win!

this is the only use i got out of it so far, but instinct is kinda cool

Since Instinct AI is currently invite-only with no paid tiers available. If any generous soul has a spare invite code, please DM! Curious to test how effectively it handles routine personal workflows. t.co/xahZSGYTOI

i never wanna create another account for stuff related to utility bills, tmobile, all these life maintenance oriented emails. maybe emails were invented for AI agents to begin with. for them to sign up for these accounts, maintain it, and only lmk when i truly need to hear from them. instinct heading there. low hanging for meta to build into @Muse

AI Assistants need an aggregator layer because at this point in time their services are very piecemeal. Each agent is best at searching its own platform, but needs integrations to access other ones. @bot has the most connectors available - but to connect to X it requires my full account access to post and delete things, and there’s no toggle for read only @Muse can search through Insta and Facebook but is a tad more limited compared to Grok Bot @Apple will likely acquire or build their own version so your assistant can message people for you - given Instinct can’t message your contacts, only other Instinct agents

Instinct is gooood

muse paid this creator 5fig for an ig reel the video did 8m views and they’re pumping it with ads that’s the power of selling personal agents you have an infinite number of hooks and angles because life gives you infinite use cases @muse @bot they’re all doing the same thing > pay a ton of money to influencers > cover 100+ use cases > pump the winners with ads > dominate the feed wild guess: they’re dropping close to high 7fig/mo on influencers alone and same $ on meta ads instinct is going to follow @noahrshinn blood bath incoming but the future is bright

Babe, wake up! The Menlo Consumer AI report has dropped. We are ALL IN on AI One of the things I am most proud of is the amount of first-party research we do at Menlo Ventures The cornerstone of this research is the yearly reports we do around consumer, enterprise, and healthcare. So excited to announce the launch of our 2026 consumer AI report! - t.co/LOZ3FOTHwV So many amazing nuggets in this report that you really have to read the whole thing to get full value from it. Some of the top highlights for me are the following: 1. Consumer AI adoption has peaked. 2. Power users are driving the growth and going deeper. 3. AI is becoming a source of income for consumers. Love seeing that. 4. Trust is becoming the gatekeeper for consumer AI. If you are wondering what the frenzy is about companies like town and Instinct, this is a report for you to read So proud of my partners @shawnvc @amywumartin @samanthasborja Who have worked tirelessly on this report. You guys are amazing All in on AI and proud of it

What people miss about Instinct is that investors aren’t asking “is this company worth $10B today?” Assume for a moment $1.35B total capital invested with 1x liq pref. The company only needs to exit for ~$1.35B for the preferred investors collectively to get their capital back. Common gets wiped out, but the investors don’t. Getting money back would not be a good outcome. But after several more years of building, is Instinct likely to be worth more than $1.35B to somebody? I’d say yes. Is there a meaningful chance it’s worth several times that? Yes. And is there a small chance a personal agent becomes an enormously valuable consumer platform and it’s worth $50B, $100B+? Yes. That right tail is what they’re buying. Benchmark just raised a $1.25B growth fund. If, say, it put $250M into this round, a 3x outcome would return $750M. 60% of the entire fund from one investment. A 5x would return the whole fund.

i keep coming back to whether people will actually want wearable device for this or they would prefer an assistant on their phone like muse or instinct. to me, the strongest argument for a wearable is context. it could pick up on cues in your daily life, that you would never even think about telling an agent. but how often is that something actually useful that justifies wearing another band everyday. if i want an agent to build me a content studio, i want to see the ideas and tell it what to change so i'll already have my device out. a wearable might give an agent more context about my day, but i'm wondering how relevant this context it needs for the work i actually want it to do.

ok if u guys wanna know bout my big design job… working on szn ai!! t.co/HCaWs3akHu different from Claude/chatgpt, it lives right in imessage, no new app needed! kinda like instinct/poke but it can actually CALL… ex. yday it called in a restaurant rez for me :3 SO COOL t.co/zAn0PYggUN

i love how Instinct has single-handedly motivated every consumer founder in the bay to go raise massive rounds

Otto Instinct Middleton and I just crossed 4,000 iMessages in 33 days. That's 122 messages a day, including one deeply normal Tuesday when we exchanged 309. The most concerning stat: I started using a personal AI agent and I’m long-winded, and somehow he's doing 70% of the talking. We may need boundaries. Anyway, see you at 5,000. cc:@noahrshinn @saranormous

It seems like instinct has achieved RSI

These guys keep shipping! Instinct is the best agent I've used. t.co/s9d8pqF30P

anyone wants an invite for Instinct !? it knows me more than me now

the brutal reality of the $2.5b instinct valuation: raising $250m to cancel equinox memberships and rebook delta flights over sms is pure fomo. then open ai drops an update that does the same task inside chatgpt for free. you spent $250m beta testing a feature for sammy

10b valuation is pretty insane. that's how much the new york times is worth. ime, instinct is much better than muse though. i've been using it for 2-3 days. it has a vm for computer use which is soo nice. t.co/QuiW9tyDKB

Reading The Power Law by @scmallaby and got to the section on Benchmark's and @bgurley's love of network effect businesses. The OpenTable story is a great illustration of the dynamic. This got me thinking about why there appear to be so few of these businesses in AI. Most AI apps are single-player atm, and you don't get a network effect unless one user being there makes the product more valuable for the next one. Some are starting to emerge though. A few places I see network effects in AI: - Personal AI Assistants: Instinct just shipped agent-to-agent coordination. Your AI works directly with other people's AIs to get shared things done behind the scenes (coordinate plans, calendar scheduling, etc.). Classic network effect: more people on Instinct, better coordination, more people. This could still work with outside agents in plain english the way two human assistants would coordinate (or via a standardized protocol adopted by other personal AI assistant companies), but two Instincts see each other's calendars, known preferences, and permissions directly and settle it in one pass (perhaps in their own AI language in the future!). @benchmark co-led their series b, so maybe this isn't a coincidence. - Usage feedback: My corrections today improve the model that answers your questions later. The app sees more of that than the model does, since it also sees what you did with the output. -Mercor and Handshake are classic two-sided networks. More vetted experts attract more demand from labs for expert-labeled data, which attracts more experts

this, instinct, and others - next few months of consumer AI gonna be nuts t.co/OqPN0gnTgJ

Instinct has told me to go to 4 closed restaurants and bars so far this week Think you can fix that? @noahrshinn t.co/DDZsJQubPr

Have been using Instinct for a week. Def fills a void that nothing else in my AI stack does. Valuation seems insane but that’s show biz. t.co/CefuTs1zOm

Consumer agents (instinct etc) are having a moment Never been more bullish on Gravity, feels like every advertiser should try be early here 0 affiliation or financial incentive to say this, but I need cheap AI to win. Please give them some ad dollars, I know I will be t.co/1C37xvMZVf

I see Instinct as a personal AI agent and Grok Bot as an AI Employee Instinct shipping speed is crazy though t.co/5x9sM1uqnf

i love how everyone collectively decided it’s okay to give access to all the sensitive information from their emails to instinct

There has to be some productivity tax on constantly just switching from one personal agent harness to another How do people just shift their e2e from openclaw to Hermes to grok to instinct to muse and so forth So many posts from people who had their life running on grok as of last week to now running it on muse

Wild to see how quickly Instinct is fundraising and growing in value. t.co/2gJEquUv0a

An underratedly elegant aspect of Instinct is that its name is also its investment thesis

instinct is the apple of ai personal assistants t.co/4b3bmnp3GV

This is what happens when you have Instinct email your insurance agent

Been using grok bot for about 1 month and it's the biggest step up I've seen in a very long while. Just surreal the kind of things you can do pretty much with little to no tokens and your productivity just explodes. The subscription at $90/month is as cheap as buying a dollar for a penny can get. Seeing meta release muse though, is kind of another thing. I really think $META (and maybe $GOOG) can eat $MSFT alive. Meta specially has been building massive capacity and ppl seem still a bit sleep at the wheel. But the one thing meta has no other company on earth (aside from google) has is the ability to distribute things like grok bot to everybody on earth instantly. No need to install grok bot, Instinct... forget about it, just open whatsapp and everybody on earth starts using the thing. As we enter the agentic AI era, distribution and GW capacity are 2 of the most important things to have. And just so happens... meta has both!! Plus great optionality on how to monetize AI. Google has also a very good chance at this, and amazon potentially as well (both with their own custom ASICs + lots of use cases to boost current earnings via AI) but need to catch up. As for meta time has come, let's do this Zuck, let's put $MSFT and everybody else on the dancing floor.

tons of agent use cases here right now involve Muse and Instinct handling personal tasks. awesome! but they are all personal stuff. here's agentic marketing use case that stands above the noise (not another content blast): agents helping teams find meetups and get on stage. t.co/P4igKlJpJN

This, combined with the rumored launch of their own Bot/Muse/Instinct competitor, is a big deal for brands. Will be a high leverage new channel for early adopters. t.co/joyU5eu2RD