Instacart

3 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Apr 8, 2022 by Harj Taggar · said 30 times in 13 episodes since 2014 · across every show →

Mentions by year

brought up most by Dalton Caldwell (4), Harj Taggar (3), Garry Tan (3), Aaron Epstein (3), Aadit Palicha (3), Jared Friedman (2), Jessica Livingston (1), Elad Gil (1)

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0083155201420152016201720182019202020212022202320242025episodesmentions
035201420152016201720182019202020212022202320242025episodes it came up in
0042.585201420152016201720182019202020212022202320242025episodesmentions per episode
2025 7 mentions in 3 episodes 2 per episode
2024 8 mentions in 1 episode
2022 11 mentions in 5 episodes 2 per episode
2018 2 mentions in 2 episodes 1 per episode
2017 1 mention in 1 episode
2014 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Instacart, oldest first

Apr 8, 2022 negative
Opinion
Taggar: Picking Avocados Stymied Amazon in Competition With Instacart
“It turned out that just, like, picking the right avocado was too big of a challenge for, like, this trillion dollar company.”
Harj Taggar Apr 8, 2022 ▶ 13:54 How To Compete With Amazon and Google · Y Combinator
Dec 15, 2022 positive
Insight
Epstein: DoorDash and Instacart hold scale advantages that block new entrants
“In the example of companies like DoorDash and Instacart, they've reached economies of scale where they're so large now that they've been able to drive their costs further down at this scale And improve their margins, which new entrants are not going to be able…”
Aaron Epstein Dec 15, 2022 ▶ 14:54 Startup Business Models and Pricing | Startup School · Y Combinator
Jun 27, 2025 negative
Assertion Not publicly verifiable
Tan: Procter & Gamble spends billions of gross margin on supermarket placement
“And it's billions. It's like a giant percentage of their gross margin just gets plowed right back into things that you can just get on Instacart for much cheaper.”
Garry Tan Jun 27, 2025 ▶ 20:04 Legendary Consumer VC Predicts The Future Of AI Products · Y Combinator
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