AI助手初创公司Instinct宣布融资、估值达25亿美元仅过一个月，该公司便已再次融资10亿美元，投资方包括红杉资本、Benchmark Capital和Coatue，公司估值达到100亿美元。
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 Information》本月初率先报道了该公司的融资消息。Instinct周一在新闻稿中确认这是C轮融资——对于一家于2026年8月才推出邀请制服务的初创公司而言，这是一个相当快速的成长轮融资。
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.
这几轮快速融资彰显了市场对新一类消费级AI代理的狂热追捧，这类代理不仅能回答问题、进行对话，还能切实为用户办事，无论是预订行程或餐厅、购物、支付账单、取消订阅、进行繁琐的调研、订购杂货等。
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 actually get things done for their users, whether that’s booking travel plans or restaurant reservations, making purchases, paying bills, canceling subscriptions, conducting tedious research, ordering groceries, and more.
当被要求执行任务时，Instinct会使用自己的电话号码和计算机。该公司最近推出了其他新功能，如“礼宾服务”，可代表用户拨打电话，处理不提供在线预订场所的预约等事务，还有一个“可信人员网络”，允许一个人的Instinct代理与其朋友的代理协调计划。
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” which allows one person’s Instinct agent to coordinate plans with their friends’ agents.
然而，这些能力是有代价的：一些用户质疑为了获得此类能力，他们必须向AI代理披露多少个人信息。Instinct最初版本的隐私政策因越权而令人特别担忧。该政策此后已更新。
However, these capabilities come at a cost: Some users are questioning the amount of personal information they have to disclose to AI agents to gain access to such capabilities. Instinct’s initial version of its privacy policy was particularly worrisome due to its overreach. The policy has since been updated.
尽管其AI助手被广泛采用，Instinct如今正面临来自Meta自家AI助手Muse的新竞争。Muse提供许多类似功能，并拥有一个能与Meta社交产品深度整合的系统。这意味着Muse能完成Instinct的大部分工作，还能执行诸如监控和总结你的Instagram私信或Facebook群组、关注Marketplace商品列表等任务。
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.
这些能力已将Muse推上美国应用商店榜首，下载量达数百万次。Instinct通过短信与用户沟通，目前还没有移动应用。这家初创公司也未公布用户数据或任何增长指标，但显然其投资者看到了他们喜欢的东西。
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拒绝在融资消息发布之际安排创始人诺亚·希恩接受采访，但分享了一份归因于他的声明：“我们正在打造Instinct，使其成为最好的个人智能体，能够处理日常生活中极其个人化的细微之处。这笔资金帮助我们将Instinct带给更多人，并继续构建个人AI的未来。这是一个令人兴奋、充满创造力的时刻，而我们才刚刚开始。”
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.”