Instacart

2 statements across 2 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 11, 2020 by Benedict Evans · said 6 times in 5 episodes since 2020 · across every show →

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brought up most by Benedict Evans (6)

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2024 1 mention in 1 episode
2022 1 mention in 1 episode
2020 3 mentions in 2 episodes 2 per episode

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Everything said about Instacart, oldest first

Oct 11, 2020 neutral
Insight
Evans: Fragmented European markets prevent US-style city-by-city marketplace rollouts
“If you're going to do Instacart, say, You can launch in San Francisco, and then you can pick 10 more, and then 20 more, and then 10 more, and then 30 more, and you can kind of go, go out step by step by step across the country. Whereas in Europe, you couldn't …”
Benedict Evans Oct 11, 2020 ▶ 7:48 Is Europe a market?
Dec 8, 2024 neutral
Assertion Supported
Evans: Instacart generates almost all of its profits from advertising
“Almost all of Instacart's profits come from advertising.”
Benedict Evans Dec 8, 2024 ▶ 8:15 Ai eats the world
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