Instinct raises $1B at $10B valuation; half its $1B volume is travel
menhguin · x · 2026-09-29
Instinct raised $1B at a $10B valuation from Benchmark, Sequoia, and Coatue with just 14 employees. Most new money goes to compute, with CEO Noah spending 40% of his time acquiring it.
The company has hit $1B in transaction volume—50% from travel booking—and is growing 10% a day. The poster argues agents are a net positive for travel booking, but only if sites allow them, urging others to trace where agent traffic actually lands.
Related event: Instinct Raises $1B at $10B Valuation Just Weeks After Launch(7 posts)→
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