Den

Founding engineer / Had 2 Startups before / doing software Engineering for over 14 years / Revolut,Wix,etc

[Den @BSnisar]

Opinionated AI article #2.

Instinct raised $250M at a $2.5B valuation while still in private access.

This looks huge. And not only because of a number.

/2. Replit, Lovable, Bolt, and v0 did not have much of a moat at the beginning.

Competitors could rent the same models and copy the visible experience.

The winners built defensibility later through distribution, community, projects, and user habits.

/3. Instinct starts somewhere else.

A personal assistant working across email, calendars, payments, websites, and messages is brutally hard to copy.

Each integration multiplies the number of possible states, failures, and security problems.

/4. It needs browser automation, durable sessions, retries, audit logs, permission boundaries, penetration testing, prompt-injection defenses, automated evaluations, and human escalation.

The interface is a text message. Several complicated companies sit underneath it.

/5. That complexity could give Instinct a moat from the beginning.

If the product works, personal context, trust, and distribution will deepen it. If it fails, the same complexity becomes an expensive collection of security incidents.

My full argument:

https://t.co/m3vprq1U3h

[Den @BSnisar]

@ian_dot_so Better in pricing

[Den @BSnisar]

@omkarships 200 + 200

[Den @BSnisar]

@svpino If ai actually move effort of opinion about generated code..what the factor on quality of the opinions? I guess an experience

[Den @BSnisar]

@RamanRjha4647 MariaDB (MySQL fork) galera cluster

[Den @BSnisar]

@theo Interesting to see how open ai get it back. Fable is cool model but this one nicer. My personal obs of using codex and code is diverse tooling of codex on task exec. Impressive

[Den @BSnisar]

@sama So good

[Den @BSnisar]

@heyyyyyieeee Increase efficiency of codding sessions, increase useful output per spend tokens

[Den @BSnisar]

@adnaannasir_ Thanks not posting js !

[Den @BSnisar]

@VaibhavSpark Taste

[Den @BSnisar]

@coryalthoff Ai is new resource, already geopolitical

[Den @BSnisar]

@svpino devs got hit first.

AI didn’t just cut the labor. it discounted the intelligence.

& that exposed something: most ppl had welded identity to skill.

so who are u w/o the output? Existence qstion. Personally solved it just decoupling identity (easy to say hard to do)

[Den @BSnisar]

Fable 5.1 or Astra? I love both

[Den @BSnisar]

@kapilansh_twt just because ppl with exp are silent, you should not show 21 agents who working on something

[Den @BSnisar]

Love this Germany slashing trend

[Klaas @forgebitz]

is it legal to use chatgpt work outside working hours in germany?

[Den @BSnisar]

@mardehaym New model but post with still the same result

[Den @BSnisar]

@claudeai good staff

[Den @BSnisar]

@VaibhavSpark Engineering is solved

[Den @BSnisar]

@Surendar__05 how it can be compared?

PaaS (limited PaaS as we can't host generic software)
vs
IaaS with tons of services?

P.S. making https://t.co/zNx6xHfIwY to make hosting better

[Den @BSnisar]

@Saas_addy I mean, codex team did great job. Codex feels like a tool, not a mobilizing coding assistant. And I am impressed by persistance of Codex in achiving a task.