Some Personal Agent News, Mongo Got Zucked, SNL, Gstaad Guy In The Ultradome
TBPN hosts and guests including Gstaad Guy discuss AI personal agents, Meta's enterprise moves, and Dario Amodei's SNL appearance amid a fast-moving week in AI.
The gist
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Instinct hit $1B in annualized transaction volume in about 6 months with zero marketing spend and 10% daily growth.
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Personal agents could trigger flash crashes or bank runs if millions of them optimize investments in the same direction at once.
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Meta's new Enterprise Platform unit looks designed to reframe compute sales as a durable AI business if its model efforts fall short.
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Small VC teams can use AI research and agent tools to cover work that would otherwise require one or two junior analysts.
Made by someone on this episode
Also mentioned
0:44
Saturday Night Live
· "The most viral video I saw over the weekend was the parody of Dario Amodei on SNL. That felt like it really..."
21:56
Instinct
· "Noah Shinkeil, founder of Instinct, broke his silence finally with none other than our friend and legend..."
24:13
Claude
· "On Instinct's own AB test, it matches Opus 5 performance at a fraction of the cost."
24:35
Shopify
· "Instinct plans to take a cut of what users buy. Take rates: Shopify is 2.5 to 30%, Amazon is 15%, Apple is..."
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