← Instacart

What podcasts say about Instacart

Every statement, with the speaker, the exact quote and the moment it was said.

What experts have said about Instacart

3 statements · 3 positive

  1. 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

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.