GoKawiilInstinct founder says travel makes up over half of platform's transactions
Instinct founder Noah Shinn said in a podcast interview with investor Patrick O'Shaughnessy that more than half of all transactions on the invite-only AI agent platform are travel-related. He added that Instinct is nearing a billion dollars in annualized transaction volume and is growing about 10% day-over-day, though he did not detail how these figures were calculated.
GoKawiil's interpretation of the reporting above, not reported fact.
Shinn's comments suggest travel booking remains the dominant early use case for AI agents, echoing patterns seen across many AI product demos, though the lack of methodology behind the billion-dollar figure means the claim can't be independently verified. His remarks about reservations also hint that Instinct may be aiming to reshape how restaurants prioritize bookings, which could raise questions about fairness and access if AI agents begin competing more aggressively for limited slots.
- Over 50% of Instinct's transactions are travel-related, per founder Noah Shinn
- Platform is nearing $1B in annual transaction volume, growing ~10% daily
- Shinn suggests AI agents could reshape restaurant reservation systems, favoring special occasions
Source: techcrunch.com — Ivan Mehta, 2026-09-29
Published there as: “Instinct founder said more than 50% of transactions on the platform are travel-related”
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