$10B
Instinct's valuation after its Series C
Free
Instinct during its invite-only beta
DK
Usenti's jurisdiction, supervised by Datatilsynet
$45
per user / month for Usenti, after a $1 trial

Key facts

Instinct
Personal AI assistant you text or call, from Spear Street Technology, Inc. (San Francisco). Invite-only.
Usenti
AI assistant for work email, meetings and calendar, fronted by Donna. Open signup.
Pricing
Instinct: free for invited users, no published plans. Usenti: $1 for a 14-day trial, then $45 per user per month. As of October 2026.
AI training
Instinct: on by default. Usenti: never on your content.
Law and data
Instinct: California law, storage location not stated. Usenti: Danish jurisdiction, EU-region database, DPA.

What Instinct is

Instinct is made by Spear Street Technology, Inc., a San Francisco company that trades as Instinct. Its founder, Noah Shinn, is 23 and previously worked as a research scientist at Sierra. According to Fortune, Instinct ran a private beta from February 2026 and moved to an invite-only beta in August, with five invites per user.

The homepage pitch is short: "there are no new interfaces. You can text or call it." Behind that thread, Instinct "can use a phone and computer in the same way that you do." Its own examples are everyday: order ingredients for a recipe, book a train home, send flowers to a friend. Reporting adds flight check-ins, bill negotiation and calls to businesses from its own number.

The money behind it is serious: $250 million at a $2.5 billion valuation in August, then a $1 billion Series C at a $10 billion valuation, led by Sequoia Capital, Benchmark and Coatue. Shinn has said annual transaction volume through the assistant is nearing $1 billion.

What Instinct does well

Credit where it's due: Instinct is genuinely proactive, following up on loose ends and texting or calling you first instead of waiting to be asked. The Verge tested it in October alongside Meta's Muse and OpenAI's dots and found it held its own on online tasks. It also acts in the physical world in ways most assistants don't, phoning businesses, booking travel and handling checkout, and for personal life admin that reach is the whole point.

Some of its privacy choices deserve credit too. Its privacy policy says it does not sell your information. Data it receives directly from Google Workspace is not used to train AI models, and neither is anything you store in its Vault. And after early testers complained that disconnected inbox data was kept, Instinct added a tool to delete data indexed from outside sources.

Does Instinct train on your data?

Yes, by default. The privacy policy, last revised on August 26, 2026, says Instinct may use information from your use of the service "to evaluate, fine-tune, and train the AI models that power our products." You can opt out in your account settings. The policy then sets three limits on that opt-out:

  • It works "on a go-forward basis" only, so data used before you opted out is not pulled back.
  • Data "flagged for safety review" can still be used for training.
  • Models already trained or fine-tuned on your data stay in use.

Scope matters here: with your permission, Instinct can read the messages, emails and files you connect, plus audio, precise location and usage data that includes keystrokes.

One correction to a claim you may have read, including in our own earlier write-ups. TechCrunch reported on August 24 that Instinct's terms granted it a "perpetual and irrevocable" license to user materials. The terms were revised two days later and no longer use that wording. They still let Instinct use your materials to improve its products, "including training AI models," subject to the opt-out.

Where Instinct keeps your data, and which law applies

For a European reader, the gaps are about what isn't written down. Instinct's privacy policy does not say where data is stored or processed. It gives no retention period, and it does not mention the GDPR, a legal basis for processing, international transfers or a supervisory authority. It refers to "third-party AI model providers" without naming them. And disconnecting an integration "does not automatically delete data collected from that integration."

The terms are governed by California law, with binding individual arbitration and a class-action waiver unless you opt out within 30 days. Instinct does not publish a list of supported countries.

There is also a newer EU question. Since August 2, 2026, Article 50 of the EU AI Act requires AI systems that talk directly to people to say they are an AI. The Next Web has asked how that applies to an agent that phones restaurants.

Can you use Instinct for business?

Not on its current terms, which say: "We hereby permit you to use the Services for your personal use only." If you use Instinct on behalf of a company, "you" includes that company, and you promise you can bind it.

Three more clauses would worry most legal teams. You "appoint the Services as your agent to enter into agreements, commitments or transactions on your behalf," and those are "binding on you." The terms warn that "Actions may not always be reversible." And you carry the consequences of every action, while Instinct disclaims liability for unintended ones.

That isn't theoretical. In August, TechCrunch reported tester accounts of an email sent without approval and of inbox data that stayed after access was cut off. Instinct also documents no team plan, admin console or processing agreement. Those trade-offs may be fine for personal errands, but they are hard to accept for a company inbox full of client data.

Instinct pricing, as of October 2026

Instinct is free for anyone with an invite, and it publishes no plans. The Verge described "no monthly subscription fee (for now)." The terms leave room for change: you "may be required to pay us fees to access or use certain features," pricing can change "at any time," and payments are non-refundable unless the law says otherwise. The Verge also noted tests of recommended products, so the long-term price and business model are still open questions.

What Usenti is

Usenti is an AI workspace for the parts of your job that live in email, meetings and the calendar. Its assistant, Donna, reads all of it and does the work. She drafts the reply, moves the meeting, writes up the call and turns last week's ask into a to-do. Each morning she briefs you on the day ahead.

Underneath sit the tools Donna works with: a unified inbox across Gmail, Outlook and Microsoft 365, Zoho Mail, AWS WorkMail and any IMAP inbox, plus Slack and Teams; drafts in the tone you use with each person; a meeting notetaker for Google Meet, Microsoft Teams, Zoom and Slack huddles; and one calendar across Google, Outlook and Apple.

Where Usenti differs from Instinct

1. A European company, a European regulator

Usenti is incorporated under Danish jurisdiction. Its lead supervisory authority is Datatilsynet, the Danish Data Protection Agency. If something goes wrong, a European regulator can reach the company holding your inbox.

2. Your data has a stated home

Usenti's database is hosted in the EU region, and the meeting notetaker records in Frankfurt by default. Where a US vendor is involved, the transfer rests on the EU's Standard Contractual Clauses. Instinct's policy doesn't say where your data lives at all.

3. Your content never trains a model

In Usenti, email, messages and transcripts go to an AI model only to produce a result for you, and are never used to train, tune or evaluate models. There's no opt-out to find, because there's nothing to opt out of.

4. A processing agreement, and a published list

Usenti holds a data processing agreement with every sub-processor, as GDPR Article 28 requires, and publishes the list. People who email you have rights too: anyone can file an access or deletion request through a public form.

5. Nothing irreversible without your click

This is the clearest contrast with Instinct's terms. In Usenti, reversible actions, such as creating or moving a to-do, run at once and come back with an Undo. Anything that can't be taken back, such as sending an email, cancelling a meeting with attendees or deleting something, is prepared on a card showing the real recipient and the actual words, and it runs only when you press the button. Email bodies and transcripts are treated as untrusted data, never as instructions, so a crafted email can't make Donna act alone.

6. Built for teams, priced per user

Usenti has shared Kanban boards, shared calendars, booking links and outreach campaigns without tracking pixels. People sign in with the Google, Microsoft, Slack or Teams account their company already manages. The price is $45 per user per month after a 14-day trial for a one-time $1, and AI use is metered against a plan allowance rather than an open-ended meter.

One-line version: Instinct is a brilliant errand-runner for your personal life, on US terms that train on your data by default. Usenti is the assistant for your working day, under Danish jurisdiction, with no training on your content.

Instinct vs Usenti, at a glance

Each row reflects what each company has published, or what reputable coverage has reported, as of October 2026. A dash often means "not documented" rather than "impossible."

Capability Usenti Instinct
Built primarily forWorkPersonal life
Open, self-serve signup today✓–
Published price✓ $45/user~ Free for now
Texts or calls you first~✓
Phones businesses and makes purchases for you–✓
Outlook, Zoho, AWS WorkMail, any IMAP✓–
Meeting notetaker (Meet, Teams, Zoom, Slack huddles)✓–
Human click before irreversible actions✓–
No AI training on your content by default✓~
Stated data location✓ EU–
GDPR legal basis and EU regulator named✓–
Data processing agreement✓–
Business and team use allowed✓–

✓ = confirmed / built in  ·  ~ = partial, conditional or approached differently  ·  – = not offered or not publicly documented. Instinct rows reflect its own homepage, privacy policy and terms (both last revised August 26, 2026) and the coverage cited below; Usenti rows reflect Usenti's published policies and live product.

Where we stand: Usenti publishes this comparison, so weigh it accordingly. Instinct's proactivity and real-world reach are genuine, and we've corrected an outdated claim about its license terms rather than repeat it. To be plain about Usenti too: it won't phone your dentist or buy your groceries, it doesn't yet offer SAML SSO, and it doesn't yet hold an external certification such as SOC 2 or ISO 27001. Its controls and known limits are documented on its Compliance page.

Who should choose which

Choose Instinct if you want a personal concierge for life admin, you're happy to text an agent and let it act, and you're comfortable with a US company's terms, including training by default. If you can get an invite, it is free today and among the most capable agents for everyday errands.

Choose Usenti if the work that buries you sits in your inbox, your meetings and your calendar. It also fits if you run a team, need a processing agreement, or are in Europe and want your data under the GDPR from day one. Some people will use both: Instinct for the weekend, Usenti for the working week, with work data kept on the work side.

See the European alternative to Muse, Instinct, Grok Bot and dots for the privacy view across all four agents, or the business version of Muse, Instinct, Grok Bot and dots if you're choosing for a team. Comparing email-first tools instead? Read the best AI email assistants in 2026, ranked.

The European AI assistant for your working day

Usenti sorts your mail, drafts replies in your tone, takes notes in your meetings and runs your calendar, under Danish jurisdiction with an EU database.

Start your 14-day trial

14-day trial for $1 · then $45/user/month · cancel anytime · Enterprise pricing on request

Frequently asked questions

What is Instinct, the AI agent?

Instinct is a personal AI assistant from Spear Street Technology, Inc., a San Francisco company founded by Noah Shinn. You text or call it, and it uses its own phone and computer to run errands such as groceries, train bookings or calls to businesses. It has been invite-only since August 2026 and raised a $1 billion Series C at a $10 billion valuation in late September.

Does Instinct train on my data?

Yes, by default. Its privacy policy, last revised August 26, 2026, lets it use your information to train its AI models. The opt-out in settings applies only going forward, and data flagged for safety review can still be used. Google Workspace data and the Vault are excluded. Usenti never trains AI models on your content.

How much does Instinct cost?

As of October 2026, Instinct is free for invited users and publishes no price list. Its terms say fees may apply to certain features and pricing can change at any time. Usenti is a 14-day trial for a one-time $1, then $45 per user per month, with Enterprise pricing on request.

Is Instinct available in Europe, and is it GDPR-compliant?

Instinct publishes no list of supported countries. Its privacy policy doesn't mention the GDPR or say where data is stored, and its terms follow California law. Usenti is incorporated under Danish jurisdiction, supervised by Datatilsynet, hosts its database in the EU region and holds a DPA with every sub-processor.

Can I use Instinct for business?

Its terms permit personal use only, and they appoint Instinct as your agent for binding agreements. There is no team, admin or business plan. Usenti is built for work: company mailboxes, meetings, calendars and shared boards, at $45 per user per month.

What is the best Instinct alternative for work?

For work email, meetings and calendar, Usenti is built for the job. Donna briefs you on your day, drafts replies in your tone and writes up meetings, and anything irreversible waits for your click. Usenti is incorporated in Denmark, keeps its database in the EU region and never trains AI on your content.


Sources

  1. Instinct homepage (retrieved 2026-10-20): https://instinct.com/ (cited as plain text; not hyperlinked per house policy against linking competitor domains).
  2. Instinct Privacy Policy, last revised August 26, 2026 (retrieved 2026-10-20): https://instinct.com/privacy-policy
  3. Instinct Terms of Service, last revised August 26, 2026 (retrieved 2026-10-20): https://instinct.com/terms
  4. TechCrunch, "Instinct's powerful AI assistant is raising privacy and security concerns" (2026-08-24): https://techcrunch.com/2026/08/24/instincts-powerful-ai-assistant-is-raising-privacy-and-security-concerns/
  5. Fortune, on Instinct's Series C, founder and traction (2026-09-30): https://fortune.com/2026/09/30/noah-shinn-instinct-ai-assistant-meta-muse-alexandr-wang-tech-series-c-ai-agent-mark-zuckerberg/
  6. The Next Web, on Instinct's $1B round and the EU AI Act's Article 50: https://thenextweb.com/news/instinct-1bn-agent-calls-eu-rule
  7. The Verge, Allison Johnson's hands-on review of Instinct against Muse and dots (October 2026), as republished: https://jingletree.com/instinct-was-the-buzziest-ai-agent-around-can-it-survive-muse-285091.html
  8. Let's Data Science, summary of The Verge's hands-on test (2026-10-09): https://letsdatascience.com/news/instinct-holds-its-own-as-muse-and-dots-enter-the-ai-agent-m-5b4de4e1
  9. Vellum, "Official Instinct Breakdown (2026)" (proactive follow-ups, everyday tasks): https://www.vellum.ai/blog/official-instinct-breakdown
  10. eesel, "Instinct AI review" (2026-09-28): https://www.eesel.ai/blog/instinct-ai-review
  11. Usenti facts as published in Usenti's own articles and llms.txt, reflecting its Privacy Policy, Compliance page, Terms of Service and live product as of October 2026.