Instinct GPUs
also referred to as: instinct
8 statements across 3 episodes · 1 bullish · 4 bearish · 4 people on the record · first statement Sep 3, 2026 by Rory O'Driscoll · said 54 times in 4 episodes since 2026 · across every show →
Mentions by year
brought up most by Harry Stebbings (33), Jason Lemkin (12), Rory O'Driscoll (5), Jean-Denis Greze (4)
tap a year for its mentions
2026 54 mentions in 4 episodes 14 per episode
- Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
- NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
- Town vs Instinct vs GrokBot | Why the AI Assistant Market Is Not a Bubble
- Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
- every mention in 2026, scene by scene →
Everything said about Instinct GPUs, oldest first
Sep 3, 2026 neutral
AI Startup Instinct Raised Venture Funding at $2.5B Valuation
“And these companies like Instinct have raised money at extraordinary high prices for the stage of development they're at, like two and a half billion, indicating there's a lot of venture excitement about this category, rightly or wrongly.”
Sep 3, 2026 bullish
Sep 7, 2026 neutral
Sep 7, 2026 negative
Sep 7, 2026 negative
Greze: Town monetizes enterprise teams whereas Instinct relies on subsidized free acquisition
“I think what we do and generate, we generate revenue, right? From companies, right, that are using us for work with network effects around multiple team members working on it. Like, their product doesn't do any of that. Maybe that is part of their strategy. I …”
Sep 10, 2026 bearish
Sep 10, 2026 neutral
Stebbings: Index dropped Town deal after portfolio company Instinct objected
“There was a conflict in venture that has now prevented a deal.
We've spoken about instinct being the AI assistant that's raised from index and benchmark.
Well, there's another AI assistant called town, which we just had on the show and index.
Were going to …”
Sep 10, 2026 negative
Lemkin: Autonomous AI agents hit a 'Dunbar number' where rules inevitably conflict
“If you have too many rules, they always conflict. It's almost unsolvable. There's some number, I don't know, there's some number of Dunbar, there's a Dunbar number for rules where you get out to 40, 50, 60, 70 gates on a process. Poor instinct and GrokBot can'…”