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AI assistant Instinct’s valuation has quadrupled to $10B in a month, but is it worth the hype?

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Moynihan, L. (2026, September 17). AI assistant Instinct’s valuation has quadrupled to $10B in a month, but is it worth the hype? New York Post. https://nypost.com/2026/09/17/opinion/ai-assistant-instincts-valuation-has-quadrupled-to-10b-in-a-month-but-is-it-worth-the-hype/

Dated when The Aporia collected the article, usually within hours of publication. Check the original for its exact date and byline.

New York Post · collected 2026-09-17 · by Lydia Moynihan

Quick Summary

Instinct, an AI assistant that integrates into messaging platforms like iMessage or WhatsApp, has seen its valuation quadruple to $10 billion in just one month, with talks of raising a $1 billion funding round at this valuation. Launched in February 2023 and still invite-only, Instinct distinguishes itself by offering personalized services such as booking travel arrangements and managing schedules efficiently, impressing users like Christopher Rim and tech investor John Borthwick. However, concerns over data security and privacy remain, given the level of access to personal information required for its functionality.
Written by AI on 2026-09-18, from this article's own text only (the story summary below draws on all the coverage).

AI analysis

Story summary

Instinct, an AI assistant launched in February 2023, has seen its valuation quadruple to $10 billion within just one month. The company operates as a chatbot within messaging platforms like iMessage and WhatsApp, allowing users to interact with it similarly to how they would communicate with a human assistant. Early investor John Borthwick of Betaworks recommends the product even for non-tech-savvy individuals due to its user-friendly interface compared to other AI assistants such as OpenClaw. Despite being invite-only, Instinct is reportedly in talks to raise $1 billion at this high valuation, making it a highly anticipated and hyped technology startup in the artificial intelligence space.

Written for “AI Assistant Startup Valuation” on 2026-11-02, grounded in this article and the 0 other(s) covering the same event.

Story

📰 AI Assistant Startup Valuation
Economy/Business · 1 article(s) covering the same event.

Compared with similar articles

This article reads unscored and hedges 13% of its claims. Each row says how that neighbour differs.
The Sydney Morning Herald
Hedges 5 of 35 claims Outlet record 61/100
“Both articles discuss Instinct, an AI assistant, but they appear to provide different perspectives on its valuation and usage rather than describing the same specific incident or outcome.”
How this article was measured signals, leaning charts, publisher record, byline, topics and claims

Signals How these are calculated →

Claims extracted
31
sentences that state something as happening or true
Uncertain
13%
4 of 31 hedged ("reportedly", "may", "according to")
Leaning
not political
takes no side on a contested political question
Publisher signals
66/100
New York Post's corrections and hedging, across everything collected from it. Not a measure of accuracy.
Outlets on this story
1
Economy/Business
Same framing elsewhere
1
articles that frame the event the way this one does
Analyzed 2026-09-18 · how these are computed

How this is being covered How these are calculated →

Article leaning vs. publisher reliability
Source leaning vs. consistency

Publisher

New York Post · 16008 article(s) · 35 correction(s) detected
Running correction rate · 35 correction(s)

Who wrote this

Lydia Moynihan
8 article(s) here · 1 carrying a prediction
🔮 One source noted the idea that Anthropic was merely working on a statistics assignment doesn’t fully explain its AI’s actions — and noted how odd it was for an agent to seek election-related data which could potentially be shared with bad actors or used for campaign purposes.
🔮 Before the demonstration began, Musk admitted he wasn’t sure it would work, saying “success is not guaranteed.” Then, the Tesla Roadster drove up a curved ramp until it was hanging upside down, held in place by underbody suction fans.
🔮 Artificial intelligence’s incredible ability to solve complicated problems could help unravel the security underpinning much of the cryptocurrency industry by accelerating the development of super-advanced quantum computers capable of cracking its defenses.
🔮 On Monday, Jacob Coxon, the former Anthropic researcher, continued his alarmism tour — minus the Harry Potter glasses — before a rare “Committee of the Whole” at City Hall, warning that AI could escape human control and kill us all.
🔮 The last week has been full of fear-mongering: Bill Gates warning AI could cause “a billion deaths,” on Meet The Press, Anthropic once again touting its tech as posing “catastrophic or existential risks to humanity” in its filing ahead of a possible IPO, and even SNL calling out Dario Amodei’s doomerism.
🔮 Hassen asserts that DOGE fundamentally changed how the government approached spending by cancelling contracts that otherwise would have renewed; consolidating purchasing by creating OneGov, rather than having agencies negotiate separately with the same vendors; and implementing new guardrails around wiring money by placing a tracking code on payments that had previously gone out unlabeled.
🔮 Instinct, an upstart company which lives in iMessage or Whatsapp rather than its own separate app, lets users text it like you would an actual human assistant.
🔮 AI giants Anthropic and OpenAI suddenly started sounding a five-alarm fire last week, insisting their tech is just too good, developing too fast for humanity to handle and could kill us all.
Also by Lydia Moynihan
Nothing else under this byline is closely related to this article, so these are simply their most recent.
All 8 articles by Lydia Moynihan →

Topics

Betaworks Instinct OpenClaw Whatsapp iMessage

Subjects

Instinct ORG · 9× Betaworks ORG · 1× Borthwick PERSON · 1× Christopher Rim PERSON · 1× Command Education ORG · 1× Dubai GPE · 1× Emirates ORG · 1× Hugging Face ORG · 1× John Borthwick PERSON · 1× Poke ORG · 1×

Narrative

“You can use OpenClaw [a similar product] in iMessage, but they’re clunky experiences — this is the first AI assistant I’ve recommended my wife and kids, who aren’t techies, should use,” said John Borthwick of Betaworks, an early investor in Hugging Face (but who has no stake in Instinct).
framing: assertive · carried by 1 article(s) · first seen 2026-09-18
🔮 Instinct, an upstart company which lives in iMessage or Whatsapp rather than its own separate app, lets users text it like you would an actual human assistant.

Claims (31 extracted, 4 hedged)

A new AI assistant has emerged which tech insiders claim finally delivers what other apps have long promised —a bot which can book your plane tickets, draft emails and nab restaurant reservations. uncertain
which → emerge → reservations
Instinct, an upstart company which lives in iMessage or Whatsapp rather than its own separate app, lets users text it like you would an actual human assistant. asserted
you → live → assistant
“You can use OpenClaw [a similar product] in iMessage, but they’re clunky experiences — this is the first AI assistant I’ve recommended my wife and kids, who aren’t techies, should use,” said John Borthwick of Betaworks, an early investor in Hugging Face (but who has no stake in Instinct). asserted
who → use → Instinct
The company is reportedly in talks to raise $1 billion at a $10 billion valuation — a number more than four times the $2.5 billion valuation investors estimated it was worth only a month ago. uncertain
it → raise → valuation
Overall, an enormous sum for a company only launched in February. asserted
sum → launch → February
It’s so new, the product is still invite-only — which also adds to the allure. asserted
which → add → allure
Christopher Rim, CEO of Command Education, said he never hired an assistant because giving a person instructions, checking their work and managing them can be more trouble than it’s worth. asserted
it → say → them
“I’m the type of person who likes to just do it on my own,” he told me. asserted
he → ’m → me
But since beginning to use the service a few weeks ago, he’s been bowled over. asserted
he → begin → service
After giving Instinct an itinerary for an upcoming trip to the Middle East, unsolicited it arranged an airport car service — a free perk of flying Emirates first class he didn’t even realize he had. asserted
he → give → service
Instinct also followed up with his hotel to let them know he was coming and suggested rearranging his meetings to make his route more efficient, so he wouldn’t spend his day doubling back through Dubai traffic. uncertain
he → follow → traffic
It essentially did the work of an entire advance team for free. asserted
It → do → team
“It’s insane,” he added. asserted
he → ’ → ?
Borthwick, a top investor, said he likes Instinct because it has found the right voice and cadence with its texts— something which many bots struggle with. asserted
bots → say → which
People quickly get annoyed and silence or delete apps which overcommunicate or have the wrong tone, research shows. asserted
research → get → tone
Competitors like Poke have unveiled similar products but remain at much smaller valuations, as the market is crowded and cutting through the noise around AI and its adoption is hard. asserted
adoption → unveil → AI
The only areas Instinct, founded by 23-year-old Noah Shinn, has run into questions about are security and privacy. asserted
Instinct → found → security
As with any assistant, product accesses email, messaging, calendar, location, and other data pools — it’s just not clear exactly how much it is storing and what it does with data. asserted
it → access → data
Instinct didn’t respond to a request for comment. asserted
Instinct → respond → comment
Matthew Ammirati, who runs multiple businesses, said he erected guardrails after a few bad experiences with other Large Language Models. asserted
he → run → Models
“I’m not letting it delete anything,” he said. asserted
he → let → anything
He has, however, given Instinct permission to read and write emails. asserted
He → give → emails
Which has helped him out from under the more than 500 he receives daily. asserted
he → help → 500
“It’s giving you the ability to kind of clear your head and focus on the work you actually need to do,” he said. asserted
he → give → work
When I asked Instinct what LLM it uses, it demurred. asserted
it → ask → LLM
It did assure me my data was secure, “Everything stored about you is encrypted at rest, and what gets indexed from your connected accounts (email, calendar, messages) is used only for your experience — never to train models.” asserted
what → assure → models
The fact its answer was opaque is enough to give someone pause, although when something works so well, who wants to give it a break? asserted
who → give → break
There’s also a question about what happens when everyone else has a digital assistant acting on their behalf, too. asserted
everyone → ’ → behalf
Resy temporarily deactivated one user’s account after their Instinct assistant tried to book a reservation at 4 Charles in the West Village 200 times in one hour. asserted
assistant → deactivate → hour
Such hiccups aside, there’s a lot Instinct has going for it. asserted
hiccups → ’ → it
From an investment standpoint the service is hot, but the question of whether that enthusiasm for the product justifies a $10 billion price tag, or whether it could be just the latest sign of an AI bubble, remains to be seen. uncertain
it → justify → bubble
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