Competition in the AI Assistant Market: Instinct and New Rivals

Serdar HocamAuthor & Editor

AI startup Instinct, which stands out with its text-based interface, is trying to maintain its position despite large tech companies entering the market.

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Instinct was the buzziest AI agent around — can it survive Muse?

AI startup Instinct, which entered the market in August, has attracted attention with its text-based interface and ability to manage daily tasks, while facing a new competitive landscape as powerful rivals like Muse and Dots enter the market.

Quiet Launch and Great Interest

Launched in August via invitation-only, without marketing and almost without a website, Instinct managed to create a big buzz in the AI world in a short time.

Competition from Big Tech Companies

The launch of similar products by powerful companies like Muse and Dots has raised questions about whether the startup can maintain its market leadership.

However, tests have proven that Instinct can compete with other agents and successfully execute online tasks.

Investor Support and Valuation

Founded by former Sierra employee Noah Shinn, the company received strong backing from investors in late September, reaching a valuation of $10 billion.

Text-Based Assistant Experience

Unlike competitors with cute mascots, Instinct operates entirely through text messaging on platforms like iMessage, WhatsApp, or email.

It connects to personal tools such as Google Workspace, Slack, and Notion using a secure vault system.

Future Plans and Revenue Model

Founder Noah Shinn states that the app is currently free for invited users and the goal is to keep it accessible in the future.