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All greatness starts with belief in a story. And Jalen Brunson has always believed in Rick Brunson. That’s special.
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Defense tech repricing incoming
If the US government is *the* defense tech buyer and the government changes its attitude towards defense spending, what happens?
The integrated software + hardware and patriotism are both amazing, but is the market mispricing something that happens every 4 years?
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1/ Thrilled that I've joined as an Exec at @finchlegal, the AI native services platform for consumer law.
Finch is building a defining company in what might be the perfect Applied AI category: law is the largest services market in the global economy, consumer law is goaled on real customer outcomes, and 77% of Americans who'd benefit from a lawyer never get one all while AI expands TAM and makes services more accessible.
Finch is building a defining company in what might be the perfect Applied AI category: law is the largest services market in the global economy, consumer law is goaled on real customer outcomes, and 77% of Americans who'd benefit from a lawyer never get one all while AI expands TAM and makes services more accessible.
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3/ Grateful to everyone who's helped welcome me to the company, including @Alfred_Lin at @sequoia , and Satish & @itsmeeraclark @ @Redpoint.
I was first introduced to Viraj back in 2024 before the company was incorporated. Thank you to my dear friend @hberkman for being the ultimate matchmaker.
I was first introduced to Viraj back in 2024 before the company was incorporated. Thank you to my dear friend @hberkman for being the ultimate matchmaker.
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4/ Lastly, thanks to the team at Perchwell for a great few years. I'm grateful for the relationships that I got to make along the way and rooting for everyone.
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Elliot Comite retweeted
FACT: The annual funding Israel receives from the US amounts to less than one-tenth of 1% of the federal budget. Less than 1/10th of 1%.
FACT: That annual funding would cover only a few hours of federal health care spending. A few hours.
Yet politicians who specialize in scapegoating would have you believe that Israel is responsible for America’s affordability crisis.
Like every form of scapegoating before it, it is a dangerous lie.
FACT: That annual funding would cover only a few hours of federal health care spending. A few hours.
Yet politicians who specialize in scapegoating would have you believe that Israel is responsible for America’s affordability crisis.
Like every form of scapegoating before it, it is a dangerous lie.
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Neoclouds and AI holdco/ ‘transformation’ funds have one thing in common…
when the capital tide goes out and multiples compress, the only place you want to be invested in is the market leaders.
when the capital tide goes out and multiples compress, the only place you want to be invested in is the market leaders.
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AI personal assistants (Instinct, Muse) may be the first true test for the efficient markets hypothesis.
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Elliot Comite retweeted
If you don’t understand how truly sick this tweet is, switch out Israel for Sandy Hook. Talk about how tragic it is that innocent children were killed in school but then go on about how the mental health crisis that caused Lanza to shoot up the school is the real tragedy.
This day is profoundly painful for so many New Yorkers. It marks three years since the horrific war crimes of October 7. On that day, Hamas killed more than 1,100 Israelis and abducted 251 others. We grieve alongside our many friends and neighbors who still carry that unthinkable loss.
The suffering did not begin nor end that day. It instead continued through the Israeli government’s devastating, ongoing genocide in Gaza, in which it has killed more than 74,000 Palestinians—including more than 21,000 children. Even since the so-called ceasefire, more than 1,400 Palestinians have been killed. That suffering has intensified with every Israeli bomb dropped on ambulances waiting outside hospitals, every drone strike targeting a residential building or journalist, and every shipment of food aid turned away at a border crossing. Many New Yorkers are reckoning with this unbearable grief, and we mourn alongside them – all while knowing that our tax dollars fund these war crimes.
Three years later, we must refuse to accept a world in which occupation and apartheid continue, where war crimes are met with impunity, and our federal government continues its complicity with every arms shipment.
To honor the dead, we must fight for a world in which every person can live with freedom, safety, and dignity.
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Will happily take the other side of his bet.
This market is massive. Instinct and Town will do great. Everyone will win (as long as the non-labs can finance buying compute).
Many people don’t want Meta, OpenAI or Anthropic to have more data about them. I am one of them.
This market is massive. Instinct and Town will do great. Everyone will win (as long as the non-labs can finance buying compute).
Many people don’t want Meta, OpenAI or Anthropic to have more data about them. I am one of them.
I am calling it now. These personal assistants like Instinct and Town are building too close to the sun and will get replaced by tools from the models very soon. Just like coding did.
I gave both of them the same task and also Claude Cowork. Cowork did it better and faster with more tools. These agents are wrappers that are going to have a hard time maintaining value.
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Elliot Comite retweeted
@ElliotComite @turtletv69 @noahrshinn @mon__lim After reviewing the material, I have come to an official conclusion. It has been determined that Elliot DID in fact influence Muse launch. Thank you for your attention to this matter!
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Here are a few funny things that happened after I accidentally launched Instinct:
- Instinct went viral
- Instinct went very viral
- @noahrshinn unveiled himself and became a tech celeb
- Haters showed up
- Instinct $2.5B round
- @noahrshinn @mon__lim & team made Instinct go very very viral
- Muse launched
- Muse went viral
- Hundreds of AI assistants launched
- Instinct $10B round
All in the last 6 weeks. The internet is so fun. And the Instinct product absolutely rocks. Please keep on buying compute for a long time.
- Instinct went viral
- Instinct went very viral
- @noahrshinn unveiled himself and became a tech celeb
- Haters showed up
- Instinct $2.5B round
- @noahrshinn @mon__lim & team made Instinct go very very viral
- Muse launched
- Muse went viral
- Hundreds of AI assistants launched
- Instinct $10B round
All in the last 6 weeks. The internet is so fun. And the Instinct product absolutely rocks. Please keep on buying compute for a long time.
This one vague tweet started one of the greatest virality stories for tech Twitter.
A startup no one had heard of was in a span of merely 13 days, worth $2.5B.
We investigated 5k+ posts and 56k+ relationship ties to find what actually made it "one of the greatest".
thread 🧵
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Elliot Comite retweeted
@patrick_oshag and I had a great conversation a few days ago.
We talked about:
- Instinct’s high-craft, user-centric, and minimalist approach to product-building.
- Our exploding invite-only program that ensures that every new user is onboarded by a close friend or family member.
- How the internet will be transformed over the next 1-2 years when the majority of users stop using apps or websites.
- A few of my personal goals in terms of the experience I’d like to deliver to users.
Thank you Patrick!
We talked about:
- Instinct’s high-craft, user-centric, and minimalist approach to product-building.
- Our exploding invite-only program that ensures that every new user is onboarded by a close friend or family member.
- How the internet will be transformed over the next 1-2 years when the majority of users stop using apps or websites.
- A few of my personal goals in terms of the experience I’d like to deliver to users.
Thank you Patrick!
My conversation with Noah Shinn (@noahrshinn), founder of Instinct.
Noah is building a personal AI assistant. It's still invite only, has spent nothing on marketing, and is growing roughly 10% A DAY.
This is his first long conversation about the company.
We discuss:
- Why n app
- Buying compute months ahead of exponential demand
- How users learn to trust it with a credit card
- Safety and security
- Agents coordinating with other people's agents
- Instinct's business model
- Apps built on consumer inertia
- and more
Enjoy!
Timestamps:
0:00 Intro
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
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Instinct runs my day — calendar, follow ups, errands & purchasing
Gives massive time savings + $$ spent savings
Yet, I’m busier than ever with things that used to fall off + I’ve always want to do (apt redecorate + handling insurance + gifting)
Jevons paradox is incredible
Gives massive time savings + $$ spent savings
Yet, I’m busier than ever with things that used to fall off + I’ve always want to do (apt redecorate + handling insurance + gifting)
Jevons paradox is incredible
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Closing dinners should be structured like a game of mafia
New investors seated around the table, with one ceremonial cuck chair
Eyes closed, heads downs. The founder walks around and taps your head if you’re in the cuck round
Then you sit in the cuck chair for the remainder of the meal
New investors seated around the table, with one ceremonial cuck chair
Eyes closed, heads downs. The founder walks around and taps your head if you’re in the cuck round
Then you sit in the cuck chair for the remainder of the meal
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🎯 🎯
Instinct + 1Password
32% of Instinct users already securely share their credentials with Instinct through our Vault. Today, we’re excited to announce our partnership with @1Password . Together, we are working with 1Password to roll out a product integration that enables users to share their credentials with Instinct.
Our users already use Instinct’s Vault to:
- Log in to loyalty accounts to book flights and hotels with points
- Manage streaming, software, and other recurring subscription accounts
- Book or cancel restaurant, fitness, and event reservations
- Sign in to healthcare portals to schedule and cancel appointments
- Easy access to tax, payroll, benefits, and expense management services
Together with 1Password, we’re working toward a future where people can share their credentials without compromising on security or control.
We’ll be rolling this out across our early access group.
If you’re not already in the platform, join at app.instinct.com/login.
More details about 1Password here: 1password.com
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