Latest / Rigatoni Capital Podcast
Why the AI Agent Winners Will Be Decided by Compute
I break down the "Invest Like the Best" episode with Noah Shin of Instinct, the original personal agent that is invite-only, growing more than 10% a day, and already running $1 billion a year in transaction volume with no app at all, just a text, call, or email. The most important aspect of the entire conversation was the compute problem. Demand is doubling roughly every week, capacity has multi-month lead times, and buying wrong costs three to four times, which is why I think a company like this eventually needs a backstop from a chip maker like AMD. Meta Muse can scale because Meta has the…
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