Instinct
A consumer AI assistant designed to take actions across connected applications and devices.
The Company
Instinct offers a personal AI assistant that users can connect to applications and devices through texts and calls, positioning it around task completion rather than only answers. The company says the agent can use its own phone number and computer to handle work such as travel planning, reservations, shopping, and subscription cancellations.
In September 2026, Instinct announced a $1 billion Series C at a $10 billion valuation from Sequoia Capital, Benchmark Capital, and Coatue. The completed round followed an August Series B reported at $250 million and a $2.5 billion valuation.
Why It Matters
Consumer agents are a high-upside but high-trust category: real task completion creates more value than a chatbot only if users grant broad access. Instinct's rapid move from a $2.5 billion Series B valuation to $10 billion in a month is a useful read-through on investor appetite for that model.
Valuation History
What Changed
A $250M Series B was reported at a $2.5B valuation.
Instinct announces a $1B Series C at a $10B valuation, with Sequoia Capital, Benchmark Capital, and Coatue investing.
THE NEXT COMPANY. A CLEARER PICTURE.
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