More than 50% of transactions on the invitation-only AI personal assistant platform "Instinct" are related to travel. This was stated by the company's founder, Noah Shinn, during the podcast "Invest Like The Best," hosted by investor Patrick O’Shaughnessy.
AI Agent "Instinct" Sees Travel Bookings Exceed 50% of Transactions, Recording 10% Daily Growth
This article is a translation. Read the Japanese original
According to Shinn, Instinct's transaction volume is approaching $1 billion annually, and the platform's overall transaction volume is increasing at a rate of 10% per day.
The company recently raised $1 billion in a Series C round from investors including Sequoia Capital, Benchmark Capital, and Coatue. The valuation has reached $10 billion. Instinct is currently a 14-person startup competing in the personal agent field against rivals such as Meta's "Muse" and Khosla-backed "Wajo."
Additionally, Shinn shared his vision for automating restaurant reservations through agents. He aims to provide features that overhaul existing reservation systems, such as agents checking restaurant websites every five seconds to notify users of seat availability.
Sources
- Instinct founder said more than 50% of transactions on the platform are travel-related （TechCrunch AI、2026-09-29）
- a recent podcast