Instinct Founder Reports 10% Daily User Growth and Doubling Compute Demand

Noah Shinn, founder of the AI agent platform Instinct, stated that the company is seeing a 10% to 11% daily increase in users, leading to compute demand that nearly doubles every week. Shinn highlighted the difficulty of scaling infrastructure, noting that compute resources must be booked months in advance to avoid high spot prices. He estimated that even with a slower growth rate, the platform may soon need to support 100 million users, a challenge he describes as more complex than scaling traditional consumer internet apps due to the continuous inference requirements of personal agents.