General Instinct (YC P26) – Frontier models on edge devices

Hey HN, Guanming and Bill here from General Instinct (https://general-instinct.com/).After years of working in robotics, we kept running into the same problem: the best models never fit the hardware we actually had available.The models that performed best were usually designed around datacenter assumptions: large GPUs, lots of memory bandwidth, and reliable network access. But most physical systems have the opposite constraints.That led us down the path of figuring out how much of a frontier model could be preserved while still making it practical to run on edge hardware.As part of that work, we recently open sourced InstinctRazor (https://github.com/General-Instinct/InstinctRazor)One result we're excited about is compressing Qwen3.5-122B-A10B, a roughly 245 GB BF16 MoE model, into a 48 GiB GGUF. The resulting model is actually smaller than Gemma-4-26B-A4B while outperforming it on benchmarks like MMLU-Pro and GPQA-D etc. we preserve the parts that are always active (router, norms, Gated-DeltaNet/SSM layers, vision pathway, etc.) and quantize the routed experts much more aggressively. We then use on-policy distillation to recover capability lost during quantization.The model can also run in a "small GPU" configuration where experts are streamed from system RAM. With an 8k context window, peak VRAM usage is around 7.6–8 GB.If you're interested in the technical details, we wrote up the approach here (https://general-instinct.com/blog/frontier-moe-sub-4-bit)We're especially interested in hearing from people deploying models onto robots or other edge devices. What models are you trying to run locally today? What has been the biggest bottleneck in getting them into production?

Hacker NewsToolAISource
0Sign in to voteCopy link

FL score

72

out of 100

Verdict

VALIDATE

high confidence

Competition

No competitor data yet

Trend

No signal yet

Compress frontier AI models to run on edge hardware without datacenter infrastructure, targeting robotics and embedded systems.

The pain

Roboticists and embedded systems engineers need capable AI models but face hardware constraints: limited VRAM (8GB vs 245GB), no reliable network access, and power budgets that rule out datacenter GPUs. Current solutions force a choice between capability (cloud models) or practicality (tiny quantized models). The gap between what's possible and what's deployable is massive.

The gap

Existing compression techniques (standard quantization, pruning) degrade frontier model performance too severely. InstinctRazor preserves active components while aggressively quantizing routed experts, then recovers lost capability through on-policy distillation. This is a technical gap that required robotics domain experience to identify and solve.

Build angle

Start with robotics companies and autonomous systems deploying models today. Charge per-model compression service or licensing for InstinctRazor. Build distribution partnerships with robotics platforms (Boston Dynamics, Unitree, etc.). The technical moat is real but time-limited, competitors will replicate this within 18-24 months. Speed to revenue and customer lock-in matter.

Strengths

  • Solves a concrete, measurable problem: 48GB model running in 7.6-8GB VRAM with better performance than smaller alternatives
  • Founders have deep robotics domain expertise, not just ML theory
  • Open-sourced InstinctRazor creates credibility and user base for commercial offerings
  • Clear technical differentiation: MoE-specific compression approach is non-obvious
  • YC backing provides credibility and network access to robotics companies
  • Timing: robotics adoption accelerating, edge AI becoming critical infrastructure

Risks

  • Market size unclear: how many companies actually need to run 122B models on edge hardware? Robotics is still small TAM
  • Compression techniques will be replicated quickly by larger labs (Meta, Google, Anthropic) once published
  • Open-sourcing InstinctRazor reduces pricing power, why pay for service if tool is free?
  • Model landscape shifts rapidly; compression optimized for Qwen3.5 may not transfer to next-gen architectures
  • Customers may prefer cloud inference with edge caching rather than local deployment
  • Revenue model undefined: unclear if this is tools, services, or licensing business
  • Dependency on specific hardware (8GB VRAM devices) limits addressable market

Questions about this idea?

FlyBot reads the scoring and gives you a second opinion on “General Instinct (YC P26) – Frontier models on edge devices”.

Open FlyBot