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Curated tech posts from X on AI, startups, and product development—signal without the doomscroll, updated on weekdays.
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Invites to a 23-year-old's app are selling for $300 on eBay. Why? The company won't let people in. They physically can't buy computing power fast enough to serve them. The app is Instinct, a personal AI assistant less than a year old. It already moves $1B+ a year in purchases, grows 10% a day, and has spent zero dollars on marketing. Here's the problem. Demand for compute doubles roughly every week, but new capacity takes months to bring online. Buy it at the last minute and you pay 3 to 4x…