Instacart

Plus! Smart Carts and Network Effects; Money and Status; Free Put Options; Transaction Costs; Real Estate Restructuring

Plus! Memberships; The Half-Life of Free-to-Play; Instacart and Going Direct; Self-Regulation; AI Art

Plus! Scaling; Jobs; Logistics and Utilization; PE and Software; Ad Receivables

Plus! Retail Media; Low-Multiple Consolidation; Housing is Slowing; Moving up the Value Chain; Negotiating Sanctions

Plus! Deepfakes; Ending Algorithmic Parallel Construction; The Movie Business is now the Streaming Business; Reopening Vietnam; Omnichannel Food

Plus! Continuous Release and Costs; Reflexivity in Crypto; Rentals; Peloton and Subscription; Buying Back

Plus! The Browser Business Grows; Ads, Everywhere; The Not-Quite-Everything Store; LNGeopolitics; Negotiations

Plus! Everything Converges on Ads and Payments; Pricing Power; Freight; Data and Truths; DeFi/TradFi Convergence

Plus! Identity; Extending Logistics; Strategy Decay; Instacart and Ads; Burning Abstractions

Plus! The Advice Bundle; The Apple Platform; SPACs: Fast, But Fast Enough?; Loyalty and Purchase Frequency; Labs Over Fabs?

Plus! Apple Tax Cut; Car-as-a-Service; Undoing NYC; Latency; Dense Delivery; Audio Ads; De-Dollarizing