The 23-Year-Old Building a $10 Billion AI You Text
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The 23-Year-Old Building a $10 Billion AI You Text
10 просмотров · 7 ч назад
Trends VC
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10 просмотров · 7 ч назад
Noah Shinn is 23. His free AI assistant, Instinct, is worth $10 billion and spent $0 on marketing.
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In August, investors valued Instinct at $2.5 billion. Thirty-three days later, Sequoia and Benchmark were among the backers of a new round at four times that.
ChatGPT waits for you to ask. Instinct texts you first.
It reads your email, messages, calendar, screen, audio and location to follow up on threads you've dropped.
Testers told TechCrunch it kept summarizing their email after they revoked its access. It also sent email without their permission.
Fortune puts purchases made through Instinct at about $1 billion a year.
Instinct itself reports no revenue.
Real-estate agents earn from past clients.
Reminders about those clients live in their heads while their software texts new leads. A small team could text each agent three past clients to call each morning, with a draft message for each.
I mapped this market for the Trends.vc report.
This video walks through the opportunity I see.
Chapters
00:00 A free AI worth $10 billion at 23
00:59 ChatGPT waits. Instinct texts first.
01:52 A text sent before anyone asked
02:12 OpenAI and Meta ship agents too
02:32 What testers found in their email
02:58 About $1 billion in purchases a year
03:29 Who pays for this help today
03:57 What a real-estate agent has to remember
04:26 A drafted message beats a list
04:42 The morning text a small team could sell
05:14 What Instinct's investors are betting on
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