Instinct GPUs
product on 5 shows · 12 statements across 6 episodes · said 74 times in 9 episodes since 2026
20VC 54 
TBPN 13 
All-In 4 
Lenny's Podcast 3 
No Priors
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20VC 54TBPN 13All-In 4Lenny's Podcast 3
2026 74 mentions in 9 episodes 8 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
- Apple’s iPhone Duo, Meta’s Muse AI Agent, Anthropic Researcher Quits Over AI Doom | Diet TBPN
- OpenAI Cracks Navier-Stokes, Tech Trailers, AI Jobs Apocalypse on Hold | Diet TBPN
- GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
- Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
- Why companies are becoming a series of loops | Anish Acharya (a16z)
- 1 more episode that year, every mention in 2026 →
every mention on every show, scene by scene, with the transcript →
12 statements about Instinct GPUs, every show
Hays: Meta's Muse is not an Instinct clone but will compete directly
“So I don't think it's an instinct clone. I think it will compete with instinct.”
Lemkin: Passing on Instinct at a $2.5B valuation
“The last round was two and a half, Jason. Jason Lemkin: I know. That's why we're going to have to pass on the round.”
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'…”
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 …”
Coogan: A user was banned from Resy for AI bot spamming
“There was one report of an individual who got banned from Resi because they were absolutely spamming to get reservations to restaurants.”
Stebbings has been pitched 4 to 5 European clones of Town and Instinct
“I've been pitched four to five European Towns or European instincts. I mean, literally four to five separate ones.”
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 …”
Stebbings: Instinct raised at a $2.5 billion valuation without monetization
“Instinct raised at two and a half billion dollars with no monetization.”
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.”
Lemkin: Replit, Lovable, and Bolt Now Have Massive Moats
“Replit and lovable of a year ago and bolt were not a moat today. They have massive moats. And so I think it could easily happen with an instinct. All the use cases that has to accomplish become a moat.”
Papermaster: Hugging Face tests new models equally on AMD and NVIDIA GPUs
“We've partnered with Clem and his team. They test as they release any of those language models they're testing on AMD with our Instinct GPUs equally as they're testing on NVIDIA.”