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Instacart

6 statements across 2 episodes · 0 bullish · 4 bearish · 3 people on the record · first statement Mar 26, 2022 by Chamath Palihapitiya · said 57 times in 25 episodes since 2020 · across every show →

Mentions by year

brought up most by Jason Calacanis (32), Chamath Palihapitiya (15), Brad Gerstner (6), Thomas Laffont (1), Keith Rabois (1), David Sacks (1), David Friedberg (1)

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0482020202120222023202420252026episodes it came up in
0034682020202120222023202420252026episodesmentions per episode
2026 3 mentions in 3 episodes 1 per episode
2025 2 mentions in 2 episodes 1 per episode
2024 9 mentions in 8 episodes 1 per episode
2023 29 mentions in 8 episodes 4 per episode
2022 12 mentions in 2 episodes 6 per episode
2020 2 mentions in 2 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Instacart, oldest first

Mar 26, 2022 neutral
Assertion Partly supported
Instacart slashed its valuation from $40B down to $24B
“Yesterday, which was the Instacart print, right? We went from a forty billion dollar valuation to I think it was 24.”
Chamath Palihapitiya Mar 26, 2022 ▶ 8:09 E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
Mar 26, 2022 bearish
Assertion Partly supported
Palihapitiya: Instacart public comps fell 50% to 70% from 2021 highs
“You know, the comps to Instacart are off anywhere between 50 and 70%. You know, takeaway is off 70%. Uber is down 60%. DoorDash was down 55%.”
Chamath Palihapitiya Mar 26, 2022 ▶ 8:27 E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
Sep 22, 2023 neutral
Assertion Supported
Calacanis: Instacart, Klaviyo, and Arm floated under 10% in IPOs
“Instacart's float was 6.7%, and Klaviyo's float 7.6. Arms float almost hit the 10%, 9.4”
Jason Calacanis Sep 22, 2023 ▶ 30:04 E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
Sep 22, 2023 negative
Assertion Partly supported
Palihapitiya: Arm, Instacart, and Klaviyo breached issue prices within days
“All three IPOs within a few days have breached their issue price.”
Chamath Palihapitiya Sep 22, 2023 ▶ 29:10 E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
Sep 22, 2023 negative
Assertion Supported
Calacanis: Most late-stage Instacart investors were underwater at IPO
“Most of the late stage investors in Instacart are underwater. The early stage folks absolutely crushed it.”
Jason Calacanis Sep 22, 2023 ▶ 25:36 E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
Sep 22, 2023 negative
Assertion Supported
Sacks: Instacart investors in 2020 and 2021 lost money at IPO
“Series F broke even. And then everybody who invested in 20, 20 and 20, 21 actually lost money.”
David Sacks Sep 22, 2023 ▶ 45:53 E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
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