I think Instinct is going to get squeezed to death very soon.
They do not have the platform or the money to win this fight. Nor do they have anything proprietary.
The cost of them running these agents and tool calls is staggering, and they will need to continue raising money as they scale up to meet demand.
This is the thing most people are missing tho:
Google, Apple and Meta can burn billions of dollars for decades and force their version of a personal agent onto all of their users.
ChatGPT and Claude can also roll out cloud computers for regular people to use.
Investors are taking a massive risk pumping their val to $10B but the odds just don’t math out to me.
Like yes, they built a great product and have motion on X but it is a very long game until monetization, and when platforms that people already use release their version, Instinct loses its *Wow* factor and fades into obscurity.
Don’t get me wrong, it would be super cool to see an underdog win against big tech but it’s honestly pure delusion.