Instacart, every mention
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tap a year for its mentions
every year anyone Jason Calacanis 32Chamath Palihapitiya 15Brad Gerstner 6Thomas Laffont 1Keith Rabois 1David Sacks 1David Friedberg 1
Verbatim, from the transcripts: the passages where Instacart comes up
Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
- ▶ 1:23 Jason Calacanis Uh, but it's been great staying at the house because there's actually, Chamonth is not aware of this, there's an iPad in the kitchen, and that's logged in to Uber Eats, DoorDash, Instacart, Amazon, Laura Piana.
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
- ▶ 25:27 Jason Calacanis So I had to take our Instacart, pull out the last 10 orders we did,
Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
- ▶ 20:31 Jason Calacanis Airbnb, Uber, they all had like a five year, uh, indigestion period, I would say, you know, and it, and some people, I think Instacart wound up going from thirty billion down to ten billion when they went public and
Nasdaq CEO Reveals the Next Era Of The Stock Market - Adena Friedman | All-In Summit
- ▶ 8:16 Jason Calacanis By the time the public gets in, it does feel like, oh, I'm getting into Instacart and it's going to go sideways for a year or two or three.
Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
- ▶ 49:29 Chamath Palihapitiya If you start to think about, like, for example, you saw OpenAI today, Fiji Simo, she's leaving, Instacart, right?
Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC
- ▶ 4:42 Keith Rabois So that's a very common, same thing, Ravi at Sequoia today was the COO and CFO of Instacart.
Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI
- ▶ 12:26 Jason Calacanis Uber, Reddit, DoorDash, and Instacart.
Thomas Laffont | All-In Summit 2024
- ▶ 14:17 Thomas Laffont We just had Travis on from Uber, but whether it's DoorDash or Instacart or Block, you can see that even great new companies like those are available at pretty reasonable multiples.
Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive
- ▶ 18:08 Jason Calacanis That's Uber, Instacart, DoorDash, et cetera.
Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser
- ▶ 41:43 Jason Calacanis In my mind, you're going to be able to say things like you want to order something in DoorDash or Uber Eats or Instacart and it's
Sam Altman: Getting Fired (and Re-Hired) by OpenAI, Agents, AI Copyright issues
- ▶ 22:10 Chamath Palihapitiya So for example, if you look at an Instacart, or if you look at an Uber, or if you look at a DoorDash, these are not services that are meant to be pipes that are just providing a set of APIs to a smart set of agents that ubiquitously work…
E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO
- ▶ 42:11 Jason Calacanis And to build on your point, Freeberg, this is why Amazon and Uber and Instacart have become such major, major players in advertising. 2 times in the scene
E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack
- ▶ 1:09:11 Jason Calacanis Chamath, we talked about this a bunch, the downrun IPOs, Instacart, I think, being the best example they got out, but they've been hovering
E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
- ▶ 52:30 Jason Calacanis They're going to lose their money like Instacart. 2 times in the scene
- ▶ 1:02:34 Jason Calacanis I mean, you also have, let me, we have a comp on this, which is Instacart, thirty-nine billion peak profit market valuation. 3 times in the scene
E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more
- ▶ 2:38 David Sacks Yeah, well, we had a segment a couple weeks ago where we were talking about these high-priced, late-stage unicorn rounds needing to get revalued, and the IPO of Instacart was a good example of this, where, yes, it IPO'd at about ten…
E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
- ▶ 24:58 Jason Calacanis Instacart, Klaviyo, and Arm, all IPO'd in the past week. 2 times in the scene
- ▶ 35:23 David Friedberg The IPOs we're talking about today, Instacart, Clavio, Arm, in total raised about five and a half billion dollars.
- ▶ 38:49 Chamath Palihapitiya The quality of Instacart and Klaviyo and Arm are good businesses.
- ▶ 42:33 Jason Calacanis So let's do the underwriting of Instacart then.
- ▶ 50:53 Jason Calacanis Let's go to Instacart first. 5 times in the scene
E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
- ▶ 49:21 Chamath Palihapitiya In the meantime, I don't think there's any company like Instacart.
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
- ▶ 49:28 Jason Calacanis Instacart looking at a twelve billion dollar, uh, valuation.
- ▶ 56:16 Brad Gerstner You mentioned Instacart, right? 4 times in the scene
E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update
- ▶ 22:51 Chamath Palihapitiya And then what this agent did was figured out how to go and use the Instacart plugin at the time, and then these other things and execute within the budget.
E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act
- ▶ 13:25 Jason Calacanis And a bunch of folks who had, you know, started verticalized, chat GPT based projects, MVPs were like, oh, maybe my project MVP is now dead, because Instacart, OpenTable, Shopify, Slack, Zapier, and Zapier, obviously, like, if then this,…
- ▶ 14:38 Jason Calacanis Somebody did things like, hey, build me a meal plan, book me a reservation for Friday night in OpenTable, source other ingredients and buy it for Saturday night on Instacart and then use something like WolframAlpha to, you know, calculate…
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
- ▶ 30:17 Jason Calacanis So a bunch of cram downs happening and then dovetailing with that Instacart according to the Wall Street Journal had a big Q for as it prepares to go public. 4 times in the scene
E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
- ▶ 46:10 Chamath Palihapitiya What do you guys think about something like Instacart in a moment like this? 4 times in the scene
E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
- ▶ 8:09 Chamath Palihapitiya Real big movement there, um, yesterday, which was the Instacart print, right? 5 times in the scene
- ▶ 10:54 Jason Calacanis Saks did Instacart missed their window to go public and then what does this say about the backlog of hundreds of unicorns that the venture community is investing heavily in?
- ▶ 21:48 Chamath Palihapitiya No, no, no, Instacart was the seventh.
- ▶ 27:14 Brad Gerstner We saw, you know, the Instacart news here recently, but I think, you know, like, listen, we're not even 10 or 20% of the way into the psychic reset that needs to occur in order for us to see real price discovery.
E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more!
- ▶ 2:14:49 Brad Gerstner Um, but we also know that it's not sufficient just to have, uh, a bunch of workers with, with zero healthcare and, you know, and so I think that this is a, uh, you know, hats off to DoorDash, Instacart, you know, Uber and Lyft, trying to,…
E2: Rebooting economy, understanding corporate debt, avoiding a depression & more with David Sacks
- ▶ 1:13:11 Jason Calacanis Wear a mask, and to those people on the front lines, the janitors, the Google, uh, the Amazon drivers, Instacart, people in the food supply.