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Noah Shinn - Building Instinct: The Personal Agent - [Invest Like the Best, EP.493]

Shownote

My guest today is Noah Shinn. Noah is the founder of Instinct, a personal assistant that you text, call, or email the same way you would a person. It has its own phone and its own computer, and it can do almost anything on your behalf that you would do you...

Highlights

Noah Shinn explains how Instinct is building a personal agent that can act across everyday life, from travel and scheduling to purchases, while preserving user control and alignment.
00:12
One platform for business finance
02:45
A new way to interact with technology
07:06
Your wardrobe becomes a personal stylist
12:05
A broken trust relationship can trigger an alert
16:43
Searching every restaurant in every major city
18:55
Half of Instinct’s transaction volume comes from travel.
24:53
Trust takes several weeks to build
29:53
The agent must serve the user's interests
36:34
The real opportunity is distribution power
40:35
Less friction can mean more transactions
45:33
Personal agents should liberate users from attention traps
49:50
The product should just feel good
55:33
10% growth without marketing
58:17
Compute demand can double every week
1:01:45
Proactive work does not always need to be instant
1:05:18
Proactive agents will need far more compute
1:09:17
Security is the most important problem
1:12:36
Most Instinct interactions are already voice-first
1:16:23
From tracking tasks to achieving goals
1:19:47
A competent actor with your back
1:23:37
Relationships are a source of gratitude

Chapters

The Most Exciting Software Race Ever
00:00
What Instinct Is
00:49
The Wildest Things Users Have Done With Instinct
04:11
The Instinct to Instinct Trusted Network
07:15
How Agents Will Reorder the Internet
13:24
Reinventing Restaurant Reservations
14:44
Travel and $1 Billion in Transaction Volume
17:23
How Users Learn to Trust an Agent
21:00
Keeping Sensitive Data Safe
23:25
Alignment and the Business Model
26:08
Take Rates and the Payments Stack
31:07
When Incumbents Push Back on Agents
34:52
How Businesses Should Prepare for Agents
40:46
Designing for Understandability
44:43
Taste Versus Data
48:15
Invite-Only Growth at 10% a Day
50:03
How Far Ahead to Buy Compute
54:46
The Cost to Serve Each User
56:58
How Much Compute Proactive Agents Will Need
59:24
Thoughts on Muse
1:02:30
Mistakes and Staying Proactive
1:03:59
The Future of Security
1:05:34
Where the Interface Goes Next
1:08:32
Agents That Pursue Goals
1:12:35
Personality and the Movie Her
1:14:35
Why It's Called Instinct
1:16:27
Allies, Enemies, and Distribution Channels
1:17:34
Raising Capital
1:18:43
The Kindest Thing
1:20:34

Transcript

Patrick O'Shaughnessy: ramp is the only platform built to make your finance team leaner, faster, and better, saving businesses five percent annually on average, so you can stay focused on growth. Ramp just opened for business in the united kingdom. So, if ...