Enterprise Speech Processing & Assistants · B2C Consumer App / Platform
Instinct
Consumer AI assistant that completes everyday tasks via text and calls.
Available information varies by company and source.
Profile record updated:
Company facts
- Official name
- Spear Street Technology, Inc.
- Entity type
- COMPANY
- Founded
- 2025
- Headquarters
- United States
- Company size
- 10–49
- Market cluster / sector
- Enterprise Speech Processing & Assistants
- Market role
- B2C Consumer App / Platform
- Official website
- instinct.com
What Instinct does
Instinct creates value by acting as an execution layer between an individual user and digital or phone-based services. It receives natural-language instructions, applies persistent user context, and performs multi-step tasks through computer and phone operation. Revenue mechanics are not publicly disclosed, but the service’s consumer-access model and transaction execution create routes to recurring access fees and transaction-linked commerce revenue.
Category differentiation
Instinct is a consumer personal AI agent operated by Spear Street Technology, Inc., not an enterprise conversational-support platform or a foundational AI-model provider. It executes real-world personal tasks through phones and computers rather than only producing chat responses.
Strategic context
AI-supported assessment from the existing company research; distinguish interpretation from sourced facts.
Spear Street Technology, Inc., trading as Instinct, is a United States consumer AI company founded in 2025. Its product is a context-aware personal assistant that users contact by text message or phone call. The assistant operates phones and computers to complete personal administrative tasks, including disputing bills, ordering groceries, arranging appointments, sending gifts and planning travel. Instinct serves individual consumers rather than enterprise software buyers. It has raised institutional venture funding and operates a private-access model. Official pricing is undisclosed; the company’s commercial model therefore combines undisclosed consumer access economics with emerging transaction and commerce monetisation opportunities created when the assistant executes purchases and bookings.
Company news briefing
Briefing updated:
Personal AI agent startup Instinct has raised $1 billion in Series C funding at a $10 billion valuation, approaching $1 billion in annual transactions with travel bookings representing over 50% of volume. Amid intensifying competition from Meta's Muse and OpenAI's Dots, the company has integrated with Shopify's WebMCP checkout infrastructure and joined Meta's initial Personal Agent Protocol partner group.
Business model & monetisation
Instinct has not published subscription tiers, service fees or commission rates. It distributes through a private-access or invitation-based model. Its task-execution workflow supports transaction-linked revenue, particularly around travel, while Instinct Selections indicates a developing commerce-recommendation and affiliate or advertising revenue path.
- Consumer access revenue
- Undisclosed recurring access pricing
- Travel and commerce transaction revenue
- Percentage take-rate or merchant commission
- Product recommendation revenue
- Affiliate commission or advertising
Products & capabilities
No products with linked sources are available in this view.
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Competitors & alternatives
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Search, video, adtech and cloud giant within Alphabet.
Foundation model company selling AI software, APIs and subscriptions.
Messaging-native AI assistant for productivity and task automation.
Side-by-side comparisons
Recent recorded signals
Dates refer to the source publication. Older entries are historical context, not evidence of a new event.
Replika founder launches Wabi 2.0 AI assistant
AI Assistants · Recorded impact score: 3/5
Eugenia Kuyda, founder of the AI companion company Replika, has officially launched Wabi 2.0, a multiplayer personal AI assistant that functions as a messenger app. The launch is the evolution of Wabi, which initially launched in 2025 as a social platform for creating and sharing mini apps. The new version introduces agentic threads that automatically build custom apps, such as weight-loss trackers or event finders, based on user goals and connected accounts. Kuyda emphasizes the multithreaded, multiplayer design as a key differentiator, allowing shared group chats where users can collaborate with AI and each other. Wabi is free for now, with no settled business model, and the company is in talks to raise additional funds. The launch targets a wave of new personal AI assistants like Meta's Muse and Instinct, positioning Wabi to capitalize on the maturation of AI technology since Kuyda first pitched her original idea for Luka at TechCrunch Disrupt 12 years ago.
- Eugenia Kuyda launched Wabi 2.0 for all users on October 19, 2026.
- Wabi 2.0 is a multiplayer personal AI assistant that functions as a messenger app.
Instinct's new product recommendations irk some users
Platform · Recorded impact score: 2/5
AI startup Instinct has launched 'Instinct Selections', a feature that proactively pushes curated product recommendations to users based on their emails and upcoming trips. The rollout has received mixed reactions, with some users feeling spammed. The company plans to partner with human experts like chefs and designers to improve curation. While monetization has not been confirmed, the feature suggests potential advertising or affiliate revenue. The launch follows Instinct's recent $1 billion Series C round at a $10 billion valuation. The company faces competition from Meta and OpenAI, which do not offer such recommendations.
- Instinct launched 'Instinct Selections', a feature offering personalized product recommendations.
- The feature was announced by founder Noah Shinn.
Instinct Founder: Over 50% of Transactions Are Travel-Related
AI Agents · Recorded impact score: 4/5
Noah Shinn, founder of the viral AI agent Instinct, revealed in a podcast that more than 50% of transactions on the platform are travel-related, with the invite-only platform nearing $1 billion in annual transactions. Shinn highlighted the platform's superior user experience for urgent bookings and mentioned 10% daily growth. He also discussed plans to reinvent restaurant reservations, drawing criticism for suggesting agents could bypass first-come-first-served systems. The comments come shortly after Instinct raised $1 billion in Series C funding at a $10 billion valuation from Sequoia Capital, Benchmark Capital, and Coatue. The 14-member startup competes with Meta's Muse and Khosla-backed Wajo in the personal agent space.
- More than 50% of transactions on Instinct are travel-related.
- Instinct is approaching $1 billion in annual transactions.
OpenAI Launches Dots: Autonomous AI Agents
AI Agents · Recorded impact score: 5/5
At Dev Day on September 29, 2026, OpenAI launched 'Dots', autonomous AI agents powered by GPT-6 Astra, entering the personal AI agent market after Meta's Muse. Dots operate on virtual cloud computers, have browser access, integrate with over 4,000 apps, and can handle tasks like booking travel and paying bills. They feature a multi-tiered permission system with read-only background operations and are accessible via ChatGPT, Slack, Teams, and voice calls, with SMS coming soon. Setup requires a ChatGPT Pro plan ($100, $200, or $500 tiers), including connecting apps and customizing the agent. Dots can be added to Slack channels but do not automatically monitor them; users must explicitly instruct them. They share memory across platforms for continuity. The first Dot is available to Pro ($200/month) and Business Premium ($100/seat) users, excluding Pro users in EEA, Switzerland, and UK. OpenAI also introduced ChatGPT Space and specialist agents, partnered with Microsoft for Agent 365 governance, and withheld GPT-6.1 Astra due to safety concerns. Competition intensifies with Google's Gemini Spark, Apple's Siri, and startups like Instinct raising significant funding.
- OpenAI launched 'Dots', autonomous AI agents powered by GPT-6 Astra, at Dev Day on September 29, 2026.
- Dots operate on virtual cloud computers with browser access, integrate with over 4,000 apps, and have a multi-tiered permission system with read-only background operations.
Shopify Opens Checkout to Browser-Based AI Agents
Agentic Commerce · Recorded impact score: 4/5
Shopify has extended its WebMCP support to the checkout process, enabling browser-based AI agents to complete purchases on merchant sites, including via Shop Pay. This extension is part of the Universal Commerce Protocol (UCP) developed with Google, Etsy, Wayfair, and Walmart. Three new tools—get_checkout, update_checkout, and complete_checkout—allow agents to inspect, update, and finalize orders, with buyer authorization required. Existing customizations, business rules, and security checks remain intact. In benchmarks, WebMCP reduced average time per attempt from 27.4 to 10.3 seconds, cut costs by 58%, and achieved a 100% success rate (60/60) compared to 56/60 for traditional browser automation. Rolling out to all eligible merchants, Shopify positions itself as open infrastructure for agentic commerce, partnering directly with top agents like Muse and Instinct, in contrast to retailers like Amazon and Adidas that block AI agents.
- Shopify extends WebMCP support to checkout, including Shop Pay, for browser-based AI agents.
- Three new tools: get_checkout, update_checkout, and complete_checkout.
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Questions about Instinct
What is Instinct?
Instinct is a consumer personal AI assistant that understands user context and completes everyday tasks through text messages, calls, phones and computers.
Who uses Instinct?
Individual consumers use Instinct for personal administration, shopping, scheduling, travel planning, bills, gifts and appointments.
How does Instinct make money?
Instinct has not disclosed public pricing. Its model supports consumer access revenue, transaction-linked commissions and commerce recommendation revenue.
Sources & coverage
This profile uses public, official and technically observable information. Missing information does not prove that a product or relationship does not exist. The list below does not imply that every profile statement has been verified.
17 publicly documented primary sources and citations linked across the market graph.
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