Personal-agent ranking: Instinct's $10B round and the entry-point bet
A 潮涌AI ranking republished by 36Kr profiles 15 personal-agent startups outside the big platforms, led by Instinct, which the article says closed a $1B round at a $10B valuation on September 28 with Sequoia, Benchmark and Coatue participating — five months after being registered and after four rounds that took its seed valuation from $50M to $10B. The article says Instinct has no standalone app and no revenue, is still invite-only, and that invite links were listed on eBay for $200, citing Cybernews' verification of two listings on September 30. It also describes sector patterns: most of the 15 live inside SMS or iMessage, subscriptions are described as a starting point with transaction commissions as the intended end state, and Today AI founder 齐俊元 both calls the market "the next big thing" and concedes that product maturity and business value do not match current valuations and hype.
The article argues the sector's valuations are pricing an option on becoming the AI era's consumer super entry point rather than paying for current revenue.
9月28日，旧金山一家14人的公司完成10亿美元融资，估值100亿美元，红杉、Benchmark、Coatue同在一轮。
这家公司4月才注册，种子轮估值5000万美元——五个月、四轮、200倍。
它没有App，没有收入，产品还在邀请制，邀请链接被人挂上eBay，一个卖到200美元（Cybernews 9月30日核实了两个在售链接）。
它叫Instinct，一家做Personal Agent的公司：你发条短信，它用自己的手机和电脑替你订机票、取消订阅、给牙医打电话排队。
凭什么值这个钱？答案是入口。
每一代技术革命，C端都会长出一个超级入口：PC时代是操作系统，互联网时代是搜索框，移动时代是微信和应用商店。
#Instinct#Sequoia Capital#Benchmark#Coatue#Today AI#Manus#Genspark#Cognition#Poke#Wajo#Ferry Health#Lindy