Instinct Grows 10% a Day With $1B+ Annual Volume, Claims Opus 5-Level Performance at Fraction of Cost
himanshustwts · x · 2026-09-28
Investor Patrick O'Shaughnessy shared staggering stats about Instinct, a new stealth "neolab": $1B+ annual transaction volume while invite-only, growing 10%+ daily with zero marketing spend, 40% of users sharing personal credit cards within 3 weeks, and compute demand doubling roughly weekly. The founder spends 40% of his time on compute, last-minute compute costs 3-4x more, and internal A/B tests allegedly match Opus 5 performance at a fraction of the cost. Author teased more details in 50 days.
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