Why I would not invest in the new Instinct round “This is the threat that every VC worried about, and we all got a hall pass since the start of AI because the LLMs did not build any apps. This is the one that they are building. Instinct is slow. That is a sign of compute costs. That is why they have to raise $1BN. I worry when the incumbent has infinite capabilities here and wants to build the app. That is why I would say no, but I might be wrong.” @jasonlk Love to hear your thoughts…