Instacart
4 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Apr 18, 2023 by Ravi Gupta · said 26 times in 2 episodes since 2023 · across every show →
Mentions by year
brought up most by Shane Parrish (13), Ravi Gupta (12), Garry Tan (1)
tap a year for its mentions
2025 1 mention in 1 episode
2023 25 mentions in 1 episode
Everything said about Instacart, oldest first
Apr 18, 2023
Gupta: Whole Foods represented 43% of Instacart's volume when Amazon acquired it
“When Amazon bought whole foods, that was a terrible moment for us at the time. We our blood competitor, who's known for annihilating everyone in their way buys our biggest partner who owns, who has responsible for 43% of our volume.”
Apr 18, 2023
Apr 18, 2023
Gupta: Instacart Had Under One Year of Cash When He Joined
“Specifically at Instacart, you know, when I got there, we were losing a lot of money on every delivery. I was very concerned that we were going to go out of business and there was a genuine fear of our business is not going to exist. And so truly an existentia…”
Apr 18, 2023 positive
Gupta: Instacart's decade of operational mistakes is a major competitive advantage
“What I would tell people when they would say, well, isn't the space competitive? I was like, yeah, of course it is. I was like, but guys, Instacart started in 2012. So at this point, you know, the company is, you know, 10 and a half years old. I was like, we'v…”