Company
Instinct
- Episodes
- 13
- Share
- 1.2%
- Shows
- 9
- Net sentiment
- +0.85
Up from 0.3% of episodes in the weeks before; net sentiment was 0.00.
Bullish 11Mixed 2Neutral 0Bearish 0
2 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes that named it
Why each one was bullish, bearish or in between on Instinct. Longest episodes first.
Bullish 11
- Reported about $1B in transaction volume quickly with 14 staff, seen as a strong growth story.Dario Goes From SNL to White House, Some Personal Agent News, Mongo Got Zucked | Lo Toney, Zack London, Anish Acharya, Evan Conrad, Gstaad Guy · TBPN · Sep 28
- Fast growth and large raise, though Amazon and Meta block agent shopping.Instinct’s $10B | The Pope & Jensen Huang | ElevenLabs CEO In Person | Top 100 TV Shows · etn. · Sep 29
- Fast-growing invite-only personal agent with over a billion dollars in annual transaction volume.Noah Shinn - Building Instinct: The Personal Agent - [Invest Like the Best, EP.493] · Invest Like the Best with Patrick O'Shaughnessy · Sep 28
- Fast-growing personal agent with strong engagement and about a billion dollars annual transaction volume.Noah Shinn - Building Instinct: The Personal Agent - [Invest Like the Best, EP.493] · Invest Like the Best · Sep 28
- Raised $1B at $10B valuation, seen as a leading consumer agent with high upside.20VC: Instinct Raises $1B at $10B Valuation | AMD Buys Fei-Fei Li's World Labs for $8.2B | Meta Poaches MongoDB's CEO | Bessemer Raises $5.75B | Oura Pulls IPO & Nubank Eyes $8–12B Monzo Takeover · 20VC · Oct 1
- Fast-growing personal assistant reportedly valued near $10 billion with strong user retention.We tested Instinct, MUSE and Grokbot. They’re ridiculous. · My First Million · Sep 30
Show 5 moreShow fewer
- Widely discussed consumer agent that gained traction and popularized proactive assistant use cases.The Personal Agent Race Is Here | Anish Acharya & David Pawlan · The a16z Show · Sep 29
- Raised large funding quickly and pursues a network-effect model with transaction fees.Which AI Agent Do You Trust? OpenAI Dots, Grokbot, Instinct | Claude Code vs Codex | EP33 · God Mode Podcast: AI News, Vibe Coding, Indie Hacking & Startups · Oct 4
- Rapid user and transaction growth with zero marketing spend and strong retention.Cambridge’s AI Safety Proposal, Instinct CEO on Invest Like the Best, Zuck Hires MongoDB CEO | Diet TBPN · TBPN · Sep 29
- Fast-growing agent commerce startup with strong usage, retention and a large valuation.Cambridge AI Safety Plan, Instinct CEO on Invest Like the Best, Zuck Hires MongoDB CEO | Diet TBPN · TBPN · Sep 29
- Raised $1 billion at a $10 billion valuation for its personal AI agent.Starship Reaches Orbit For The First Time · Tech Brew Ride Home · Sep 28
Mixed 2
- Its shopping agent got slop criticism but could unlock meaningful take rates.Factory-Cognition Drama, Instinct's Shopping Push, Gemini 4 Argon | Will Bruey, Christophe Beck, Hassaan Raza, Connor Renton · TBPN · Oct 1
- Early AI shopping experiment with small team; monetization unclear and recommendations feel sloppy.Nvidia’s Cloud Strategy Evolves, Factory-Cognition Drama, Instinct Pushes Into Shopping | Diet TBPN · TBPN · Oct 1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
Briefs like this, for everything you follow.
Ethmos puts research agents on your coverage universe — every debate that touches your names, every executive appearance you'd have missed — and files briefs every morning.
Start free14-day free trial