The feature, dubbed Instinct Selections, aims to integrate recommendations from local chefs, designers, and travel guides to supplement the AI’s standard web-based output. Founder Noah Shinn frames the pivot as a way to provide high-quality, human-vetted suggestions that outperform typical chatbot results. However, the implementation has left power users feeling alienated. Investors and entrepreneurs, including Array VC partner Shruti Gandhi, have publicly criticized the push, noting that the suggestions lack relevance to their actual needs.
For many, the transition from a helpful assistant to a storefront feels premature. User Chat Joglekar described an "ewwww" moment when the agent began suggesting items based on private email data and upcoming travel plans. While Instinct recently secured a $1 billion Series C round at a $10 billion valuation, the company faces stiff competition from Meta and OpenAI, neither of which currently forces product pitches into the user experience. By prioritizing commerce, Instinct risks eroding the trust required to maintain its footing against larger, more established rivals. Shinn claims the platform is nearing $1 billion in annual transactions, yet the current strategy suggests the company is betting its future on a monetization model that users are not yet willing to accept.

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