Leo Polovets(@lpolovets):1) Genuinely happy for Instinct. This is so amazing for them. 2) If you're a later stage VC that missed out on this round at $10b, I know a bunch of deep tech companies with incredible products and/or traction that would be thrilled to raise at ~1% of this valuation. 😁

2026.09.16 18:41

1) Genuinely happy for Instinct. This is so amazing for them. 2) If you're a later stage VC that missed out on this round at $10b, I know a bunch of deep tech companies with incredible products and/or traction that would be thrilled to raise at ~1% of this valuation. 😁

JC Bahr-de Stefano@jbahrdestefano

2026.09.16 12:00

Wow... Instinct in talks to raise at a $10B val, @sequoia + @benchmark looking to lead (@theinformation) 100k+ users, free product, hitting capacity limits + heavy compute costs so they need $$$ Val trajectory: $100M → $500M → $2.5B → ~$10B in a few mos! W/ no revenue... 🤯 Longer term they want to buy their own chips + run their own data centers