The founder of Personal AI Agent Instinct stated that the number of users increases by about 10% daily, and the computing power nearly doubles every week

Noah Shinn, founder of Personal AI Agent Instinct, stated that the company's user base has been growing by about 10% to 11% daily in recent weeks, leading to a corresponding demand for computing power that is close to doubling each week. He now spends about 40% of his time considering how much computing power to purchase in advance.

Shinn indicated that computing power cannot be procured in sync with user growth. Purchasing only double the current computing power would be exhausted in about a week; buying five times would run out in less than three weeks; directly purchasing ten times would mean a significant upfront investment. Many resources need to be booked months in advance, and the price for temporarily supplementing computing power could be three to four times higher. He mentioned that purchasing too little makes it difficult to support growth, while purchasing too much would amplify costs when growth slows down.

He estimates that even if the daily growth rate drops from 10% to 5% to 8%, after continuous growth for 3 to 4 months, it may still be necessary to prepare computing power for a scale of 100 million users, and the waiting time for new computing power to come online would be roughly the same. He believes that this is more challenging than scaling consumer internet products like Instagram and Facebook, because each new user of the personal agent continuously consumes a large amount of model inference. He stated that Instinct's current scaling speed is even faster than similar situations encountered by Claude Code and Codex in the past.