Linear and Instinct Both Valued at $2.5 Billion
Posts compare Linear's revenue growth to new AI assistant Instinct.
Austen Allred posted that Linear and Instinct are both valued at $2.5 billion today. He stated Linear crossed $100 million ARR with 177% net revenue retention. Instinct is described in the post as the viral AI assistant that launched last week. Peter Steinberger shared the comparison from Allred and added a note questioning whether it signals a bubble. The posts present the two companies side by side without further details on sources for the valuations.
Both valued at $2.5 Billion today: Linear, having crossed $100 million ARR with 177% net revenue retention. Instinct, the viral AI assistant that launched last week.
Reactions
PS 
Peter Steinberger 馃@steipetemaybe it is a bubble? https://twitter.com/austen/status/2092706230334574681
- likes: 627
- replies: 48
- bookmarks: 95
- reposts: 17
SA saietta@vsaietta@Austen same number, very different bet. linear's price is backed by $100m of revenue people already chose to keep paying for. instinct's is priced off a launch spike, the real test is whether usage is still there in 90 days once the novelty wears off.
RA Root Access@root4ccess@steipete "just make the TAM bigger" "sir, but it鈥檚 already 5x the sum of all of these X companies" "only 5x? triple it then
BF Brooks from books@Eli4Sustain@Austen Linear has $100M ARR and 177% retention. Instinct launched last week. Same valuation. Says a lot.
HR Haydon Ryan@haydonryan@steipete There's definitely a lot of overpriced AI companies.
TH Thierry@tschellenbach@Austen Yeah linear is excellent. We love using it