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Instinct founder interview: $1B annualized bookings and 10% daily growth

23-year-old founder Noah discusses Instinct's traction, including $1B in annualized booking value and 10% daily growth, and his plan to avoid parasocial dependence and let agents talk to each other.

Rahul Mathur
@Rahul_J_MathurArchived 2026.10.01Originally posted 2026.09.30
Rahul Mathur @Rahul_J_MathurOriginally posted 2026.09.30
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Instinct has insane traction: - $1bn of booking value (annualized) - 50% of txn volume is Travel - 40% users give CC data in 3 weeks - Growing 10% daily (nil marketing) 23 yr old founder Noah spends 40% of his time procuring compute The highlight is Noah's clarity on the path forward i.e. users shouldn't develop a parasocial relationship, A2A comms between Instinct agents to plan activities & keeping the agent free for 1bn+ people 🤯 This is a must-listen conversation on the future of personal agents & consumer AI Excellent QnA by Patrick!

This post quotes another post: “Instinct founder discusses how to build a personal AI assistant”

x.com/rahul_j_mathur/status/2105124315977122202Archived 2026.10.01 10:34