Linear vs. Instinct: $2.5B valuations, data stack bubble & AI reality
mattturck · x · 2026-08-28
The post revisits the 2022 Modern Data Stack bubble, noting insane valuation multiples that left many companies stuck. It contrasts Linear's $100M ARR success with Instinct, a viral AI assistant that hit a $2.5B valuation in a week, sparking comparisons between past data hype and current AI trends.
Related event: Linear vs Instinct: $2.5B Valuations Spark AI Bubble Debate(2 posts)→
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