Building Deep24 | 🇳🇿 penn YC W24
San Francisco, CA
Joined December 2023
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“Always doing what’s in the best interest of users” and the business model being a 2-3% transaction fee on all purchases is not possible if friction is 0?
What’s to stop me from asking my instinct to use or build a payment method that dodges the 2% fee? If it refuses it’s not actually aligned? In fact if it knows it’s possible and doesn’t proactively do it, it’s not aligned. If it’s the merchant paying, what’s to stop them from setting up an alternative way to pay that passes half the savings to the consumer. At that point an aligned assistant would have to use it.
No friction + actually aligned with the user = no toll booth business
Love what they’re doing and it’s all awesome, but free + perfectly aligned seems impossible. Historically it’s possible to be an amazing business after compromising on the aligned part, but seems even more consequential for this product
My conversation with Noah Shinn (@noahrshinn), founder of Instinct.
Noah is building a personal AI assistant. It's still invite only, has spent nothing on marketing, and is growing roughly 10% A DAY.
This is his first long conversation about the company.
We discuss:
- Why Instinct doesn't have an app
- Buying compute months ahead of exponential demand
- How users learn to trust it with a credit card
- Safety and security
- Agents coordinating with other people's agents
- Instinct's business model
- Apps built on consumer inertia
- and more
Enjoy!
Timestamps:
0:00 Intro
4:11 What people are using AI agents for
15:07 Rethinking travel, reservations, and the internet
22:43 Trust, privacy, and personal data
27:50 The business model behind Instinct
38:04 How existing businesses will adapt
47:55 Designing a personal assistant people love
53:15 Growth, compute, and competing with Big Tech
1:11:44 What’s next for Instinct and personal AI
Let’s go @RishabJainK
AI systems are already superhuman at playing games: Chess, Go, Starcraft.
@GetPrescience is the first health system that models medicine as a game. It plays to win, and it’s really good at it.
We invited a team to film a short documentary about what we’re building.
We put Opus 5 in as a player in our BOTC game and it slayer shot the demon day 2 before any human suspected them at all
Oliver retweeted
Today we're releasing Composite-Bench: a long-horizon computer-use benchmark with certified-optimal answers and verified compute.
The strongest open-weights model isn't Kimi K3. GLM-5.2 beats it by 32 points and clears every closed model we tested except Claude.
Congrats @raymondhechen and the Tomo team on the launch!! Can’t wait to play more baddy w the baker
What if you could simulate your life before living it?
Today we’re launching FactSim.
A realistic life simulator that learns about you then models your behavior with agents.
Test paths. Run scenarios. Explore outcomes.
Your life in sandbox mode.
factsim.com
Super excited to get this out there!
Common Gap from Deep24 (@effortcompany24) is a single app for college and graduating high school students to apply to take a gap year at fast-growing startups. Participating companies include Corgi Insurance, Zingage and Superbuilders.
This is a bet on giving young talent responsibility, and believing that they can grow into the role. Gap year offers have a minimum salary of $75k/year, with most offers expected to reach six figures.
businessinsider.com/what-if-…
Oliver retweeted
Corgi (@TheCorgiCompany) is coming out of stealth with $108m raised!
As the first and only insurance carrier built for startups, Corgi lets tech companies get covered in minutes, not days, with modern infrastructure replacing brokers and paperwork.
Congrats on the launch @emily_yuan_ & @nico_laqua!
Parenting is so underesearched relative to total system level utils
Literally shapes the whole arc of life (happiness) and contribution to society of kids and how they parent their kids (if they have kids at all)
Oliver retweeted
We're bringing real money games x video games to the masses.
1.0 now on the US App Store!
This quoted post is unavailable.
Visited the main Austin campus last year (it was awesome) and have brought it up to some talented kids who are upset with how much time they waste in normal schools, even strong ones like TJ. But v hard to have the agency to switch into an experience like this
This is the definitive conversation on Alpha School with @jliemandt, who is the school’s principal and backer.
What if kids could learn in two hours a day, test in the top 1% nationally, spend their afternoons mastering other great skills, AND love school more than vacation?
What sounds impossible is already happening at Alpha. If you are a parent like me, it’s impossible not to wonder how to make sure your kids will benefit from this enormous innovation.
We explore everything in exhaustive detail—the learning science, the role of software and AI, the central role of motivation, the challenges of scaling to ALL kids, and more.
Joe is one of the most successful entrepreneurs in history, who has now decided to devote his next two decades to ushering in a new era of education. I hope this becomes a historically important episode.
Timestamps:
0:00 Intro
0:54 What Is Alpha School?
4:02 The 200-Year Education Problem
8:06 Two-Hour Learning
16:41 Academic Results & Efficiency
23:51 AI-Generated Personalized Lessons
35:03 EdTech Fails Without Motivation
41:18 Life Skills & Afternoon Workshops
1:13:35 Gamification
1:29:09 Scaling Challenges
1:46:52 Video Games for Education
1:54:07 Joe's Background & Trilogy
2:14:22 Lessons from Mentors
2:32:29 The Kindest Thing
