Instacart, every mention

8 scenes · ← back to Instacart

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every year anyone David Rosenthal 7Ben Gilbert 1

Verbatim, from the transcripts: the passages where Instacart comes up

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Ferrari: What happens when you staple a luxury brand to a sports team? (Audio) · Acquired Apr 14, 2026 · 1 mention

  • ▶ 3:52:34 David Rosenthal You know, Amazon Fresh, or Instacart, or there's Good Eggs here in San Francisco, and like, they all have their pros and cons, but, you know, at the end of the day, like, I mostly still went to the grocery store.

Trader Joe’s: Hawaiian shirts and counter positioning (Audio) · Acquired Oct 27, 2025 · 4 mentions

  • ▶ 3:14:48 David Rosenthal Could deal with COVID was Instacart or doing their own delivery, which actually Instacart powers a lot of that now as a white label service, which is fascinating.
  • ▶ 3:26:02 David Rosenthal And then just two specific research thank yous for this one, both to Instacart.
  • ▶ 3:26:09 David Rosenthal First to Ravi Gupta of Sequoia Capital, formerly CFO of Instacart.
  • ▶ 3:26:28 David Rosenthal Ravi was incredibly helpful, including connecting me with Chris Rogers, the current CEO of Instacart.

Nike (Audio) · Acquired Jul 25, 2023 · 1 mention

  • ▶ 2:04:00 Ben Gilbert The chief product officer from Brex, the chief marketing officer from Instacart, and the CTO of Figma are all going to be there.

Peloton - the entire history and strategy behind America's trendiest workout · Acquired Feb 10, 2022 · 1 mention

Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More · Acquired Oct 5, 2021 · 1 mention

  • ▶ 38:01 David Rosenthal Just look at webvan and pets.com and look at Instacart and Chewy today, you know, like these weren't bad ideas.
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