Invest Like the Best

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1. Oct 10
   Instinct's founder lays out five non-consensus bets on personal AI assistants

   In a long interview on the Invest Like the Best podcast, 23-year-old Instinct founder Noah Shinn argued five non-consensus points about personal AI assistants: they don't need a standalone app, they generate a distinctive data flywheel, agents can create network effects, they are already taking over real spending, and they can replace ad revenue with transaction commissions. He said Instinct carries a $10B post-money valuation with just over 100,000 users and more than $1B in annualized transaction volume, about half of it travel; roughly 40% of users share credit card details after about three weeks, and retention is around 80% among those who have shared at least one sensitive data point. Shinn also said he spends about 40% of his time on compute, with demand nearly doubling weekly at current growth.

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