Personal agents just got priced like a winner before they shipped. instinct raised $1b from…
personal agents just got priced like a winner before they shipped. instinct raised $1b from sequoia, benchmark and coatue on sept 28 at a $10b valuation, four times its august round, while the product stays in early access.
the market is betting an agent with its own phone number is a consumer category, not a demo.
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The note above is reproduced unedited from the original post, first published on Threads on 1 October 2026 at 01:04 IST.
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The air is now being asked to keep its own ledger
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