Instacart
2 statements across 1 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Apr 18, 2024 by Brad Gerstner · said 11 times in 5 episodes since 2024 · across every show →
Mentions by year
brought up most by Brad Gerstner (10), Apoorv Mehta (1)
tap a year for its mentions
2026 1 mention in 1 episode
2024 10 mentions in 4 episodes 3 per episode
- Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- every mention in 2024, scene by scene →
Everything said about Instacart, oldest first
Apr 18, 2024 neutral
Gerstner: Instacart hit $40B privately before IPOing around $6B
“Instacart was one of these companies that got
you know, really high valuations during the pull forward that we saw in the Zerp COVID period.
You know, it hit a valuation of almost forty billion dollars.
they went on to raise subsequent rounds of private fina…”
Apr 18, 2024 positive
Gurley: Hims & Hers and SoFi prove smaller public tech companies can thrive
“Like even in the SPAC space, look at him and hers, or look at SoFi, Anthony Noto, like they, they've actually done well over the past six months, like numbers up and to the right, stock up and to the right, and much smaller than Instacart, so it is doable.”