anu
@anuatluru · 2026-09-28
A few thoughts on Instinct (been waiting for consumer AI): - Simplicity is clearly the north star (a prestige product philosophy, Apple-esque) - This is the new interface for commerce, and likely where all their money gets made. - Invite-only consumer growth naturally draws Clubhouse comparisons. It’s a good proxy for the Silicon Valley story arc, but far more solo utility and less social/media network - We’re still deep in unlocking personal superpowers via AI, long phase of tool before network (fits my “Self is the Platform” AI thesis from last yr) - And yet, this could be the first multiplayer consumer AI product to truly scale. ‘Trusted Person Network’ is a great use case and starts with family & close friends, like Life360 (what I’ve called Social Utilities). - Meta is coming, OpenAI will too … and new devices will enter the mix, but hardware is hard and it’ll be hard to beat iPhones anytime soon - Instinct will try to stay free, personality-agnostic, and low gooner / gambling index, which is good for a very mass utility play (also fits the prestige philosophy) - High EQ founder, a good signal for adapting to users, competing, fundraising, and media interviews … - Paradigm novelty is underrated for hiring. Many people want to work on the original new thing more than on copycats, so hiring shouldn’t be hard even at steep valuations, now $10B . - The first tweet from Noah that caught my eye was when he said there are no new interfaces. I 95% agree with that, and have been bullish since …














