The $10B AI Assistant Challenging Meta's Muse, Grok's Bots, and OpenAI's Dots

Some invites to Instinct for our listeners: https://app.instinct.com/invite?t=patrick-oshaughnessy Patrick O'Shaughnessy interviews Noah Shinn, CEO of Instinct, the viral AI personal assistant taking the tech world by storm. Noah reveals the inner workings of Instinct, an app-less agent that users interact with via text, voice, and email to autonomously handle everything from booking complex travel itineraries to making dinner reservations. They discuss Instinct's explosive 10% day-over-day growth, the massive compute challenges of proactive AI, and how building deep user trust allows agents to securely manage credit cards and personal data. Noah also shares his vision for an "Instinct to Instinct" network and a future where autonomous agents rewrite the internet's business model, replacing traditional apps with zero-friction, everyday intelligence. #AI #ArtificialIntelligence #AIAgents #NoahShinn #InvestLikeTheBest #TechStartup #PersonalAssistant #VentureCapital #MachineLearning #FutureOfTech Timestamp: 0:00 Instinct and the race for personal AI 4:11 What people are using AI agents for 15:07 Rethinking travel, reservations, and the internet 22:43 Trust, privacy, and personal data 27:50 The business model behind Instinct 38:04 How existing businesses will adapt 47:55 Designing a personal assistant people love 53:15 Growth, compute, and competing with Big Tech 1:11:44 What’s next for Instinct and personal AI Presented by Ramp: https://ramp.com/invest Sponsored by Vanta, WorkOS, Rogo, and Ridgeline: https://www.vanta.com/invest https://workos.com/ https://rogo.ai/invest https://www.ridgelineapps.com/ ****** Patrick O'Shaughnessy is the CEO of Positive Sum. All opinions expressed by Patrick and podcast guests are solely their own and do not reflect the opinion of Positive Sum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of Positive Sum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc