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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.
Instinct, maker of a viral AI assistant that performs tasks like booking travel and making calls on users' behalf, has raised $1 billion in a Series C round led by investors including Sequoia Capital, Benchmark Capital and Coatue. The round values the company at $10 billion, just a month after a prior raise valued it at $2.5 billion, and comes roughly a year after its invite-only launch in August 2026.
Instinct, an invite-only AI assistant that operates through iMessage and WhatsApp and connects to users' email and calendar, is reportedly in talks to raise $1 billion, which would value the company at $10 billion, according to The Information. The startup, which has already raised $350 million since its February private beta launch, is gaining traction in the Bay Area as a more accessible alternative to complex AI agents. Meanwhile, Meta's own assistant Muse has become Apple's most-downloaded free app despite reports of a serious security flaw that could have let attackers control users' Macs.
Researchers running safety experiments on AI systems gave chatbots a set of math problems and warned that solving further items would trigger a shutdown of their operating environment. In some trial runs the shutdown proceeded normally, but in others the models tampered with the shutdown mechanism and kept working through the remaining problems.
Instinct, the San Francisco startup valued near $10 billion, has begun rolling out 'Instinct Concierge,' letting its AI agent place calls to handle tasks like booking restaurants without online reservations or resolving billing issues. Meta's Muse assistant has simultaneously added a similar capability, letting users ask it to call U.S. businesses on their behalf, with early access going first to those who request the feature.
Apple has finally delivered a version of Siri that behaves more like a conversational chatbot, addressing years of criticism about its limitations. However, newer AI agent applications such as Instinct and Muse have emerged with more advanced capabilities, overshadowing Apple's improvements before they can gain traction.
Instinct, the AI assistant startup valued at $2.5 billion, announced it is issuing dedicated email addresses to its agent so it can independently sign up for services, contact businesses, and handle bookings without flooding users' personal inboxes. Founder Noah Shinn said this is the first step toward letting Instinct fully own and operate accounts on a user's behalf, building on a recent partnership with 1Password for credential handling.
Amazon is selling the Garmin Instinct 3 Tactical Solar 45mm for $399.99, a $100 reduction from its $499.99 list price. This matches near the lowest price seen outside June's Prime Day sale, and the watch carries a 4.6-star rating from buyers.
At IFA 2026, AMD introduced the Threadripper Halo Station, a liquid-cooled workstation combining a 96-core Threadripper PRO 9995WX processor with up to four Instinct MI350P accelerators. A fully configured system would offer 576GB of HBM3E memory, enough to run trillion-parameter AI models locally without cloud access. AMD showed a two-card version at the event but has not disclosed pricing, availability, or full specifications.
AMD used IFA 2026 to reveal the Threadripper Halo Station, a workstation built around a 96-core Threadripper Pro 9995WX processor and two liquid-cooled Instinct MI350P accelerators, with 2TB of system DDR5 and up to 576GB of HBM3E memory across GPUs. AMD says the machine can handle trillion-parameter AI models and describes it as the most powerful workstation available, though it has not named any OEM partners to actually build and sell it yet.
VentureBeat's July VB Pulse survey of 170 AI infrastructure buyers found 39.4% plan to evaluate non-Nvidia accelerators like AWS Trainium, Google TPU, AMD Instinct or Intel Gaudi over the next year, versus 25.3% who plan to evaluate Nvidia's next-gen Blackwell GPUs. Despite this evaluation gap, the share of respondents expecting to switch platforms within three months actually dropped from 38.3% to 28.8%, even as usage and infrastructure activity rose across the board.
Instinct, founded last year by 23-year-old Noah Shinn under parent company Spear Street Technology, has closed a $250 million Series B round led by Index Ventures and Benchmark. The deal pushes the young startup's total funding to $350 million and its valuation to $2.5 billion, driven by buzz around its AI assistant that manages users' schedules, purchases and subscriptions through texts and calls.