AI 智能体 Instinct 完成 10 亿美元 C 轮融资，估值达 100 亿美元
Viral AI agent Instinct raises $1B Series C at a $10B valuation
AI 助手初创公司 Instinct 完成 10 亿美元 C 轮融资，投资方包括 Sequoia Capital、Benchmark Capital 和 Coatue，公司估值达到 100 亿美元。距其上一轮 25 亿美元估值的融资仅过去一个月，而该公司的邀请制服务在 2026 年 8 月才上线。Instinct 通过自有电话号码和电脑替用户完成任务，近期还推出可代打电话的 concierge 功能，以及让不同用户的智能体互相协调计划的 trusted person network；目前它尚未推出移动应用，也未公布用户数据，并面临 Meta 旗下 AI 助手 Muse 的竞争。
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It’s only been a month since AI assistant startup Instinct announced a fundraise that valued it at $2.5 billion , and now the company has already raised another $1 billion from investors, including Sequoia Capital, Benchmark Capital, and Coatue, valuing the company at $10 billion.
The news of the company’s fundraising efforts was reported earlier this month by The Information . In a press release on Monday, Instinct confirmed this was a Series C round — a pretty quick growth round for a startup that launched its invite-only service in August 2026.
The quick fundraises demonstrate the fervor around a new class of consumer AI agents, which can not only answer questions and engage in conversations, but can also get things done for their users, whether that’s booking travel or restaurant reservations, making purchases, paying bills, canceling subscriptions, conducting tedious research, ordering groceries, and more.
When asked to perform a task, Instinct uses its own phone number and computer. The company recently rolled out other new features, like “concierge” that can make phone calls for you, to manage things like making appointments at places that don’t offer online booking, as well as a “trusted person network” that allows one person’s Instinct agent to coordinate plans with their friends’ agents.
Despite its AI assistant’s viral adoption, Instinct is now facing fresh competition from Meta’s own AI assistant, Muse, which offers many similar features, plus a system that can deeply integrate with Meta’s social products. That means Muse can do much of what Instinct does, as well as tasks like monitoring and summarizing your Instagram DMs or Facebook Groups, keeping an eye on Marketplace listings, and more.
Such capabilities have sent Muse to the top of the U.S. app stores, where it has been downloaded millions of times. Instinct, which uses SMS and texting to communicate with its users, doesn’t have a mobile app yet. The startup has also not shared its user numbers or any growth metrics, but clearly its investors are seeing something they like.
Instinct declined to offer interviews with founder Noah Shinn alongside the fundraising news, but shared a statement attributed to him: “We’re building Instinct to be the best personal agent that can handle the deeply personal nuances of everyday life. This funding helps us bring Instinct to more people and continue building the future of personal AI. It’s an exciting, creative time, and we’re just getting started.”