Analysts Estimate Instinct App Could Burn Over $100M a Year in Token Costs

Following The Information's report on the AI app Instinct, investors estimate it could burn over $100 million annually in token costs, comparing free token giveaways to WhatsApp's early strategy and sparking discussion on OpenRouter about its daily compute costs.

2026-09-12 ~ 2026-09-12 · 2 related posts

• How much does it cost to run Instinct daily? An OpenRouter angle on compute economics — ivan_bezdomny · 2026-09-12
• Instinct may burn $100M+ a year in tokens, and open-weight models aren't actually cheaper — ivan_bezdomny · 2026-09-12