They have had tremendous success for an early company that was founded less than a year ago. That being said, the costs of compute are enormous, and their monetization path doesn't appear to be on the horizon. I'm not saying it's impossible, but it's going to be difficult for them to continue using all of that compute. Additionally, the switching costs are next to nothing, and there are a ton of competitors out there.

I don't think Instinct will succeed. This will be won by the company who's already integrated into our lives-- looking at Meta and Google.

@alexanderharris I think convenience always wins even if people don't trust Meta. They will slowly win, one freeing task at a time.

Drew, what do you think?

I'm excited for the future