Instacart

Instacart

Organization

Heard in 35 episodes across 20 shows since Jan 2026

Maplebear Inc., doing business as Instacart, is an American retail media and delivery company that operates a grocery delivery and pick-up service in the United States and Canada. Customers can order groceries and other goods from participating retailers through a website and mobile app, with orders fulfilled by personal shoppers.

Learn more
Discussed inMarkets40%AI & Tech30%Business20%Culture5%

Episodes

35
across 20 shows

This week

0
episodes on 0 shows

Expert statements

3
3 positive

Share of the conversation

Mentions of Instacart per 1,000 mentions of anything, 7-day rolling, across the podcasts PodLume Trends follows.

0.0‰0.1‰0.2‰0.3‰0.4‰Jul 11Aug 2Aug 25Sep 16Oct 8
Show the data
DayShare (7-day)Mentions
Aug 30.35‰1
Aug 60.22‰1
Aug 70.33‰2
Aug 120.15‰1
Aug 140.06‰1
Aug 170.09‰1
Aug 190.10‰1
Aug 230.10‰1
Aug 280.10‰2
Sep 30.09‰1
Sep 40.06‰1
Sep 60.10‰1
Sep 160.06‰2
Sep 210.08‰1
Sep 230.05‰1
Sep 240.11‰2
Sep 250.13‰1
Sep 260.16‰1
Sep 290.19‰2
Sep 300.27‰4
Oct 20.27‰3
Oct 50.28‰1
Oct 60.24‰1
Oct 80.18‰1

The full trend: rank, tone and why it is trending →

What experts have said about Instacart

3 statements · 3 positive

  1. Nathaniel WhittemorePositiveSep 22, 2026· The AI Daily Brief: Artificial Intelligence News and Analysis

    Agent adoption could shift demand from Amazon to Instacart.

    “If Instacart embraces agents while Amazon blocks them, the agent will increasingly route demand to Instacart.”

    Listen at 22:00

    Open the episode · Agent Wars!
  2. Lahari RossPositiveAug 28, 2026· The Rules of Investing

    Instacart’s network and logistics business cannot be eliminated by vibe coding.

    “that's not going to be vibe-coded away”

    Listen at 39:37

    Open the episode · The index is risky. Why Antipodes is finding value beyond the AI trade
  3. Romaine BostickPositiveAug 6, 2026· Stock Movers

    Instacart forecasts third-quarter gross transaction value of $10.3–$10.55 billion.

    “The company says that for the third quarter, the current quarter, it sees gross transaction value in a range of 10.3 to 10.55 billion.”

    Listen at 1:12

    Open the episode · Closing Bell Earnings Special: Lyft Gains, Airbnb Mixed, Sweetgreen Slides
Filter the statements →

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Episodes

35 episodes featuring Instacart, newest first

See all 35 episodes →
Instacart · PodLume