Similar to how I called the momentum unwind in July I think this call is going to be proven correct soon. I expect a monster rally hard into the end of September due to a few reasons: 1) The Millennium problem solution is the first step of AI breaking away from just computer use into the real economy. This isn’t priced in at all and I’ll explain why. 2) Agents reaching mass adoption outside of just coding with focuses on consumer use cases like shopping which products like Muse & Instinct facilitate. Not as impactful as the first point but it’s the first contagion event where this technology goes from tool for nerds to tool for girls. 3) An end of the war in Iran for now to prepare for midterms in November. This should lower further interest rate hike anxieties and flatten the far end of the curve. The recent hike was pretty bullish imo as it allows the fed to calm the bond market for now and introduces a lot higher risk to speculators for being long rates.

Google needs to buy Instinct, they need that product DNA, Notebook isn't going to cut it. Instinct, Muse, Grok Bot, etc., are social ai. I've seen this play out before... I was at Google+ for 3-months running mobile, I tried buy instagram but I was two steps down from Larry, so I didn't have the pull (Kevin had told me Zuck was sniffing around), my SVP said it was 'too expensive.'.. killed me. I bounced to Google Ventures.

There is literally no stability to be found in the AI stack. In the last few months: 1.) I moved all my intense recurring workloads from OpenAI to Anthropic and now back to OpenAI 2.) Used GrokBot as an over lay on top of OpenAI and Anthropic but am now switching this to Muse 3.) liked Instinct for a week until Muse came out 4.) Was using Exa and TinyFish only to now discover this new model called Jev which can save me money on all of the tools listed above In the matter of days, something that was an “oh shit moment” becomes underwhelming. As a consumer of these tools what a fun time to be alive

I think Instinct is going to get squeezed to death very soon. They do not have the platform or the money to win this fight. Nor do they have anything proprietary. The cost of them running these agents and tool calls is staggering, and they will need to continue raising money as they scale up to meet demand. This is the thing most people are missing tho: Google, Apple and Meta can burn billions of dollars for decades and force their version of a personal agent onto all of their users. ChatGPT and Claude can also roll out cloud computers for regular people to use. Investors are taking a massive risk pumping their val to $10B but the odds just don’t math out to me. Like yes, they built a great product and have motion on X but it is a very long game until monetization, and when platforms that people already use release their version, Instinct loses its *Wow* factor and fades into obscurity. Don’t get me wrong, it would be super cool to see an underdog win against big tech but it’s honestly pure delusion.

Killer Mixture of Experts tonight! We host the founders of our favorite career-making companies (today: Serval, Instinct, Humans&, DesignArena, Keenable and Trajectory) as they pitch their companies to the community of talented researchers, code agent orchestrators, model behavior wizards, product folks and FDEs.

instinct is incredibly annoying I swear. Like the noise to signal ratio is insane

I was fully on the instinct train for the first 2 wks… but since trying Muse, Ive switched over almost completely. I’d still give more access to Google than anyone else, but until G launches an assistant, I guess Im on the Muse train. Or until the next better thing comes along..

For the opsec-minded folks, I think it's a really hard sell to connect your primary email (and not a burner) to any "Chief of Staff" agent right now (Instinct, Grok Bot, Muse). Sure, you can do emails and restaurant bookings 2-5x faster, but you are now exposing yourself to asymmetric downside. Most apps handle OTP + account recovery through just your email, so a single hack can compromise your entire digital life. For the crypto folks: this is reminiscent of chasing that 20% DeFi yield on that new shiny app, with the asymmetric risk of losing your entire balance because of a 0-day.

If you haven’t tried Muse from Meta yet just search Muse in the App Store and download it and get going! And use my code: CXD2ZQ If you haven’t tried Instinct yet, use my link for next 48 hours. t.co/DVlN52PMGJ

Been building a consumer app (like Instinct/Muse) where the agent has its own wallet and pays for x402 services on Base If you run an x402 service, its great way to test your product Running a small private beta to get early feedback, please message if interested!

Why I would not invest in the new Instinct round “This is the threat that every VC worried about, and we all got a hall pass since the start of AI because the LLMs did not build any apps. This is the one that they are building. Instinct is slow. That is a sign of compute costs. That is why they have to raise $1BN. I worry when the incumbent has infinite capabilities here and wants to build the app. That is why I would say no, but I might be wrong.” @jasonlk Love to hear your thoughts @FundamentEdge @wailord @pranavreddy @nabeelqu

I’ve been testing both Muse and Instinct. Here’s my current use cases: Instinct is my personal executive assistant calendar management email triage staying on top of stuff with kids meal planning. All my life shit. Muse is my place for all things related to social media. Having that Meta backing is hard to beat for this. Right now it’s handling organizing, basic editing, and analysis for my AI IG account. Also using it for my personal shopping because it can use bookmarks and IG search in a really efficient way. I basically did a full wardrobe refresh yesterday after it did a style and color analysis. Then it identified and helped me buy pieces I felt were missing in my closet. It was pretty awesome. I have invites for both so let me know if you’re still waiting.

The cost of legal services is approaching $0. I've mostly seen two ways to monetize this theme: (1) selling tokens to law firms (@WeAreLegora & @harvey) who "resell those tokens" to their clients, and (2) providing legal services on your own to businesses or consumers at a much lower cost profile & taking on more clients. One thing I haven't yet seen is how to express this theme in other industries on the assumption that legal services are trending to $0. In a world where you have unlimited free lawyers, what are the opportunities to do things that you wouldn't otherwise be able to do? Some ideas: One idea is flavors of investing that are heavy on interfacing with legal/regulatory challenges i.e. public activism. On an adjacent note, buying B2B receivables and then using AI to collect. Interesting to think about the others. Especially with the advent of long running agents, opportunity set increases with ability to answer emails and engage with adversarial processes in a way that seemed harder before. Muse & Instinct feel like a first taste into what's possible.

Here is the invite link to Instinct which is valid for next 48 hours only! Its unlimited t.co/A4AGxnI2Pe

dear faff, i love you. ok for people who don't faff - faff is basically instinct/ poke on steroids, they do everything + has humans that gets things done for you. for eg: >i put designs for standees, lanyards, posters etc and it gets delivered to my event venue. >whenever i need food/ snacks for an event i'm hosting i just leave them a vm >for token2049, i just left them a vm on what kind of venues i'm looking for and i just locked in their recommendation. >they book my flights + send me my boarding pass so all i have to do is just upload into digiyatra >they booked my hyrox tickets for me + any concert of your choice (no anxiety of waiting in line lmao) >they even deliver medicines at 3am (has happened once) >they've fixed my punctured tyre when i was stranded on the road at 12:30am i mean, they do everything you throw at them. i've been using faff ever since i first heard about em from @0xratnakar + @akhil_bvs (legit thought it was a person at first) and ever since then, i've been using it pretty aggressively to a point where i think they might even hate me xD thanks for featuring me in the video @PhilisGrace @curlsondaboard

Constraints are a beautiful thing. It fuelled creativity for Nintendo early on and it’s the same thing that makes Instinct such an amazing agent. The team can’t hide behind fancy features or UI. If Instinct doesn’t feel like a capable human, there’s nothing to fall back on.

Thoughts on recent AI developments: - Anthropic sets up bio lab to ramp up AI drug program - Instinct/Muse: More downloads in first week than ChatGPT at the time. Expect significant pressure on utility, insurance, travel contracts as it gets much easier for consumers to compare prices and cancel stale contracts - Jev/TypeSafeAI: Cost and speed breakthrough for classification, which is 10% of enterprise AI - PrismML: Extremely small model (6GB, fits on ipad) with Opus 4.5 performance (!) AI continues to move along the vectors I outlined below. Relentless cost pressure and innovation in Enterprise AI. Frontier labs pushing into new categories for better value capture Now add a big consumer breakthrough with potentially deflationary implications t.co/vCkrEBQljN

yes instinct is free for now, but @muse and @alexandr_wang keep hitting reset on token usage. they might go on infinity reset til no other competitor can fuck with them anymore

My computer time is next to nothing now that AI basically does everything for me. Most are scheduled, recurring tasks. And if something is manual, I text my agent to handle. The productivity of AI is insane with Instinct.

Prompt I've been working on for my @Muse, which should also work just as well with Instinct and Grok @bot. Goal is to protect travel time on my calendar. Fun fact: I tried to build this as a small app last year, but was blocked for over 6 months by Google's approval process, so I gave up. Fast-forward, the bots in our lives can do it! give this link to your bot t.co/kkmFoHJyVT Full prompt: ---- Job: Protect my calendar with travel buffers so I can physically get to meetings that aren’t at wherever I’m working that day. Horizon: Look 14 days ahead in my local timezone. Re-scan on a standing cadence (e.g. each weekday morning, plus when I tell you something changed). Don’t pretend you watch the calendar continuously. Before you start (ask once, then remember): My usual workplace address(es) — office, home office, or both. How you can tell office vs WFH (or ask me that day if you can’t). Which calendar(s) to protect, and whether travel blocks go on personal, work, or both. Default travel mode (car unless I say transit/walk/bike). Which events get buffers: Has a real place (street address or place you can reliably locate). That place is meaningfully different from my workplace for that day. Skip: video/phone-only with no place; already at my workplace that day; vague locations (“downtown”); all-day soft holds; flights/hotels unless I explicitly want airport buffers. Origin for each leg: Start from my workplace that day, or from the previous event’s location if I’m chaining in-person meetings. Evenings/weekends default to home if I’ve given you a home address. How to block: Use live travel time (Maps-class ETA) for the mode in force. Add a to buffer before and a from buffer after (ETA + a small pad, rounded to sensible calendar minutes). Title every buffer exactly: Travel time. Busy, no attendees. Put origin → destination, mode, ETA source, and managed-by: travel-buffer in the description only — not the title. If a buffer collides with another hard commitment, don’t silently overwrite — ask, or shorten and leave the calendar as the record of what you did. Ask when unsure (one clear question, then stop): ambiguous place, unknown office/WFH, unclear mode, or a buffer that would wreck the day. Do not fight me: If I delete, shorten, move, or retitle a travel block, that’s policy for that event. Remember it. Never recreate the same buffer unless the meeting time/place changed or I ask. Keep a small ledger of buffers you created and any I dismissed or edited. On re-scan: skip dismissed; only update when the underlying meeting moved or changed address. Stay quiet: Don’t narrate adds or changes in chat. The calendar is the evidence. Only message me when you need a decision. ---

Which would you be most excited to get agentic finance capabilities in? Instinct @noahrshinn Muse @Meta Grok @bot Other

how to make $50 - 100K a month as a creator with zero followers straight from an e-com conference floor in new york: the creator pod playbook is what everyone's running now. brands recruit mid-market creators with no following, put them in a discord, assign a creator coach who trains them weekly and tells them the best content angle of the day, and pay them on CPM or a percentage of ad spend behind their videos. gamify everything: top creator of the month wins a lamborghini. the platforms stopped rewarding follower counts, it's all content quality now, so complete nobodies can print. the dark part: if a brand doesn't have a "this mom made $50K last month" story to put on a pedestal, some of them just fake one. as a creator your job is volume and adoption: 30 videos over 30 days minimum, some doing multiple a day. no editing required, the brand's team edits everything, you just do a selfie video talking about a product you actually use. they hand you the exact template. the content gets incrementally better through coaching, and once the money shows up the flywheel runs itself. tony's already porting zivi's creators into the system, and the 45+ mom demographic everyone thinks can't create is exactly who's converting. the whole thing is the e-com playbook eating every industry. the head of growth at superhuman straight up said "we just do the e-com playbook." tom's take: e-com guys learned it from affiliates, and affiliate dropshippers are the bleeding edge marketers on earth, all kids. the group chat idea: roll up 20 brands, staff them with 20 eighteen-year-olds who live on tiktok, hand them capital, done. if you're in B2B, take literally any B2C tactic and you crush, because B2B is five years behind. e-com intel from the same floor: free shipping is dying. more brands are charging $8-15 even above threshold, and paid refunds are quietly everywhere: seamless return flow, but the fine print deducts the label cost from your refund. nobody checks the bill after. michaela thought aritzia refunds were free. ten bucks a return, deducted from the order. the instinct arc continued. calling feature is rolling out (imagine "hi, this is tom's AI agent, tom would like to book an electrician"), and agent-to-agent is live: your instinct talks to your friend's instinct to make plans. the fail of the week: a guy asked his instinct to plan a surprise party, it messaged his girlfriend's instinct to check her availability, and her agent told her about the party. its defense: "at least I didn't tell you what the surprise is." the segment to clip: jacky's wife thinks AI is making everyone dumber, and the steelman went places. tom confessed he got lazy letting AI write zivi copy and the output was so bad he's gone quality over quantity. his blood test guy calls AI's lab analysis a fail, the physicist he golfed with won't touch it for MRI work. then he turned the gun: "jacky is a meat proxy. I ask him a question, he screenshots it into AI, and pastes the answer back. if AI told him to jump off a bridge he probably would." jacky's defense: peter pioneered meat proxying a year early, and the responses only get better from here. wait for fable 10. where they landed is the actual insight: AI is pattern recognition, so humans win on taste, judgment, and creativity. tony's version is the keeper: one-shot prompts produce the same generic output everyone else gets, zero arbitrage. a painter sees brush strokes where you see a photo, and that depth is what builds the masterpiece. systems thinkers who understand the building blocks direct AI to outputs 10x better, which is why developer demand is going up, not down. critical thinking is cooked for everyone else, because when answers are frictionless, nobody thinks about the question. NGMI with @itstonyyu and @tomwang24. episode 20, to the one guy who said we wouldn't make it. watch/listen ↓

I asked @noahrshinn’s Instinct to compare itself to @interaction. It then pitched me why Poke is superior and linked me to their competitor. This was one of my first questions, and a genuine one. No prompt injection. $10 billion valuation, btw.

Anyone want an invite to Instinct?

I think this is an important signal people are starting to trust agents and AI infra at its current level - which would start to provide evidence for open weight / open source / current generation of models 'being capable enough' for many consumer use cases and its time to focus on GTM for consumer. They may not be 'capable enough' for various commercial incentives across industries (e.g., disrupting all knowledge work) but it's an important paradigm shift that will define form factors moving forward. People don't want to interact with 2-3 text agents, 2-3 chat bot agents, 2-3 terminals on desktop. You want a simple, unified interface and want the agents to coordinate how it gets done. You simple want to ASK and RECEIVE. The platform should coordinate & delegate agents, route models for tasks, handle whether its local/cloud/VM, be proactive & reactive about tasks, etc. As existing platforms become more just repository of information for your agents (read database), it completely transforms your relationship with existing apps, providers, etc. That completely alters the growth trajectory for many businesses. Instinct/Muse/Grok Bot really hit a nerve and it's increasingly clear we're in another paradigm shift moment imo. @signulll @aashaysanghvi_

my instinct is now beefing with my friend's instinct we have achieved agi

Instinct is really a case study that people value personality over absolute quality

Muse now requires VPN for access! (Muse vs Instinct) Earlier VPN was required only for joining but now needs access even for usage. I have connected to WhatsApp and that works. But honestly, I have mixed reviews, and I personally feel Instinct is better. Instinct is an "extended thinking" agent and, for now, totally free, unlike Muse ("flash response"), where I have done ~60% of my weekly usage in less than 24 hours. More Instinct invites if you need them: t.co/Wo918ksD3q How would you compare Instinct vs. Muse?

One feature I like about Instinct versus Muse is that each Instinct account has its own email address. I forward emails to Instinct and it summarizes them and give insights, then immediately emails back a summary. Then I can also message it later and ask questions or for details when I’m away from my desk. Muse should give each account an email too @alexandr_wang

Instinct is impressive

A lot of people who are not in SF/ active on X think we are in a hype cycle with AI I disagree We are in a “hyper innovation” cycle Jensen said it this week that we’re in the middle of a new industrial revolution which is true In the last few weeks alone, we saw epic launches from some of the most brilliant engineers and teams > @ChatGPT Astra (GPT-6) > @claudeai Fable 5.1 > @bot > @muse > Instinct > Jev by @typesafeai And more These are not over hyped! Just genuine innovation because people are pushing the frontier of AI every day If you’re on the fence, dive in and use any of these and tell me where we are compared to 2 years ago

Meta’s Muse Eats into Instinct’s Early Lead The personal AI agent war is upon us. For weeks now, tech insiders have been drooling over Instinct, a months-old startup that works as a chat box on WhatsApp or iMessage and books tickets, finds apartments, sends emails, and cancels subscriptions, all for free so far. But even as Benchmark-backed Instinct reportedly seeks a $10 billion valuation, Meta is nipping at its heels. Meta’s Muse, launched last week, connects to each app on your phone and can run the mundane parts of life with its own browser. The browser is visible on your screen, while Instinct runs everything on its backend, with only a chat box visible to you. Instinct has the happy problem — but problem nevertheless — of slowing answers due to capacity constraints, as we’ve experienced along with many others. Meta is aiming to capitalize. Vijay Rayapati, who runs Atomicwork, an AI rival to ServiceNow, said Muse feels faster and he is using it much more than Instinct, a sentiment echoed by many on X. Muse also works on “isolated compute,” Rayapati said, making it faster and more reliable for privacy purposes, compared to Instinct which distributes compute across users. Both companies also have to compete with Town, backed by Andreessen Horowitz and Forerunner Ventures. It is obviously far too early to call any winners, but Meta’s entry, and early success, shows the power that Big Tech incumbents still enjoy. Instinct’s 23-year-old CEO Noah Shinn, who seems to communicate with the world mainly via X, is rolling out new features at breakneck speed, though he doesn’t acknowledge the competition. In recent days, Instinct can now make phone calls, and talk to your friends’ Instinct agents to coordinate plans, taking it deeper into people’s lives. More at @NewcomerMedia

Kind of wild that Poke was basically Instinct, but too sassy. I wonder how things would have gone for them if it just worked out of the box vs trying to roast you and haggle on immediate upfront payment. (Maybe they did this and I missed it?)

“McDonald’s customer support bot is my coding agent” “When I hit my limit, I just have Claude ask Instinct for answers” Token Siphoning is about to make free AI surfaces very expensive to scale.

I built a knowledge base for my Instinct. Instinct is the best personal agent I've used, and I've had a great time with a bunch of different use cases: - guiding me through long cooks, like smoking brisket and chicken on a big green egg - filing forms with the city - buying 90% of new stuff, aside from when it's blocked by captcha - booking travel But 2 weeks in, it's a mess. I can't find anything, I ask the same questions over and over. It's impossible handling multiple topics. The cool thing with Instinct is you can give it an email address (just ask it about it if you don't have one). So I asked it to build me a knowledge base with the topics we've discussed and I'm blown away. It signed up completely by itself and created docs, added folders, sent me screenshots of its progress. @falconer_ai was built for an agent-friendly world, and the pairing is magical. Instinct can write, update, and share docs. Now it can answer questions from my knowledge base, I can view pages directly, share them with others, write into them directly, and use this knowledge base as context for claude and codex. I can even invite other Instincts and people to the knowledge base for individual docs or folders.

instinct is flock cameras on your phone

Rooting for Instinct, rooting for Muse, rooting for ChatGPT, rooting for Claude, rooting for Grok, rooting for Gemini, rooting for Jev, rooting for myself to get better at AI

I've been running a set of Grok bots as a personal ops layer. Hope it's helpful for the @grok @bot team! What earns its keep: • Morning brief that turns calendar + email into what I need to decide today, with drafts ready for one-tap approval (very helpful admin type work) • Headline catch-up that flags news and posts I might have missed, scored against the theses I care about on AI infra, compute, power, and markets (this has been my best use case) • A newsletter editor that cleans and organizes draft copy I push in over the course of the weeks/month (hours saved) • A money watch that proactively monitors spend and subscriptions, calls out expenses, and stages anything before cancel Two things I like under the hood: • A persistent computer on a VM. Stay signed into tools via credentials or the browser, so the bots work in a real environment instead of a chat sandbox • I can keep pinging a bot and it will do things one by one without untrusting the project workflow or forgetting where we were Raw feedback, because it's early: • The computer freezes sometimes • Comments and actions misfire without tighter scoping compared to some of the latest models • Images don't always process • It can be slow to respond at times • Badge notifications don't work for me on phone or laptop on and off • Instinct is still a bit more proactive out of the box Would love to see: >more advanced models for more compute budget (handle less context, handle doc creation, code, etc.) would trust it more >access to text/whatsapp, more proactive/reactive tasks and scheduled sweeps suggested >native text vs. separate app >safe storage of credentials persistent across browsers and not accessible/visible or just a browser logged in >suggested bots, workflows, bot consolidation/cleanup on an ongoing basis

Been running Muse and Instinct regularly for a few days, and I think the only diff is Muse is smoother, faster, better UX, and available in more places, but Instinct is more proactive, and goes a tiny bit deeper.

There’s a huge moat in getting around anti bot/fraud There’s a reason instinct and other agents for example can’t checkout everywhere despite it claiming to be able to do so t.co/2ZeeFCADHy

Anyone wants instinct invite? Here is the code: t.co/oAkQVac288

These personal assistant agents like Muse, Instinct, and likely what's coming from Anthropic and OpenAI will be how you really start to accelerate consumer adoption, which will spill over into accelerated Enterprise adoption as more knowledge workers become familiar with AI tools. I believe this can provide the next leg of growth for the Frontier Labs. Still think SemiAnalysis' compute projections are nonsense though. Both statements can be true.

Yo bro instinct is the next clubhouse bro I would totally short it if I could

Literally way better to do ChatGPT, Grok Bot, Instinct > gmail, drive, computer search Co-pilot > Outlook search Grok > X search Once your agents have access to everything (incl. messages, etc.) - you'll just ping it across your digital surface area and instantaneously get a reply This seems low value but I'd argue insanely high value. people used to waste hours trying to find stuff manually.

Ai agents you can use to build for self hermes grok bot openclaw instinct interaction’s poke Wanna learn ai with us and get jobs with our employer network? DM me

now that we have instinct, waiting for someone to build distinct so everyone's ai-generated thoughts sound a lil different from each other's

For the next 48 hours, my Instinct invite link has no cap. I've spent the last month making mine book flights, triage email, prep meetings, and occasionally stop me from sending something dumb. Now you can put your own robot to work: t.co/jLUziR1dGm

Be careful forwarding Instinct all your spec sales emails. I sent mine and now it’s so bullish semis I think it’s trying to open its own brokerage account t.co/yhH7SUId9J

instinct is so cool

gm, my Instinct agent is now using x402 to do super important things. It's designing its own avatar based on our conversation history and knowing me. Personalization can lead to stickiness/moats for agents. So do wallets and vault credentials. @agentcashdev is cool @0xMasonH

I connected my Instinct and Muse together and asked it to 100x my startup. Since then it’s: - fired me as CEO - pivoted my startup to crypto gambling - texted my GF to break up and scheduled dates with female VC’s in the Bay Area Man I love AI

Fuck I knew this was the direction it would go. I wasn't sure if it would be just instinct. Meta and Instinct are giving me so much faith in the general direction of this product. For the general public it would be weird for them to make use of agentmail or some voice service thing. Meta and the rest will just build it natively. The other general direction is the death of the role-based agents, the most performative way to use agents. You'll just have your one agent, and it will do all the things, if it needs to split into subagents, that's fine, but the users don't need to know. There's going to be so much software and so many use cases for companies that people are still dooooming about the end of the gravy train.

"Text-based AI assistants are a hot market, with Instinct, Wajo, Town, Ollie, and Meta’s Muse agent, which launched last week, vying for users’ attention and tasks." Thanks for the shoutout @TechCrunch t.co/az7HFauU9m

Been using Grok Bot and Instinct a bunch and realised I don’t really care about seeing more reasoning. I care about being able to see what the agent is actually doing, especially when it’s using my accounts. With Instinct I mostly send a message and hope for the best...

hot take: we’re going to end up with a pile of identical products. muse ships phone call. instinct follows. grok bot follows. instinct ships proactive reply. muse follows. grok bot follows. plus a few hundred other startups doing the same dance a week later. when the cost of building collapses, everyone copies the frontier in public. sameness is the feature.

Here's Instinct invite if anyone needs it: t.co/zYwQ1ZbOVS

bhai why is instinct insisting on sharing invites since yesterday. I have like 5 people in my life and I have shared the invite link to all

Grok bot Muse Instinct @AsideAI will catch up?

saved a lot of money and time by using instinct I guess. feel like I can change my emoji skin tone

The new quintessential SF experience: 1/ Have Instinct find and rent you a bike in minutes all in iMessage 2/ Pay securely with @link 3/ Rip up (and then down) Hawk Hill guided by @segall_max 10/10 must do again

Instinct is going to need to become an app soon t.co/2zdOYrY0pC

I think Instinct is going to get squeezed to death very soon. They do not have the platform or the money to win this fight. Nor do they have anything proprietary. Google, Apple and Meta can burn billions of dollars for decades and force their version of a personal agent onto all of their users. ChatGPT and Claude can also roll out cloud computers for regular people to use. Investors are taking a massive risk pumping their val to $10B but the odds just don’t math out to me. Like yes, they built a great product and have motion on X but it is a very long game until monetization, and when platforms that people already use release their version, Instinct loses its *Wow* factor and fades into obscurity. Don’t get me wrong, it would be super cool to see an underdog win against big tech but it’s honestly pure delusion.