$INSTACART · Instacart scaling AI-powered smart carts to 100+ cities with double-digit sales lifts

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NVIDIA

Inside Instacart's AI-Powered Smart Shopping Cart | NVIDIA AI Podcast Ep. 302

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Instacart scaling AI-powered smart carts to 100+ cities with double-digit sales lifts

2026-06-24 · 2 company · 3 thematic

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david mcintosh

Technology entrepreneur; co-founded and led Tenor (GIF search) to hundreds of millions of users, sold to Google and scaled to 1B+ users. Joined Instacart to lead enterprise platform and now runs Connected Stores, including the $350M Caper acquisition and AI-powered smart cart deployment.

quote

“We're now live 100 cities, tripled year over year... many of our retailers have shared that they're seeing double-digit sales lifts from Caper... that feature alone, that one feature alone, drove a 1% absolute increase in sales lift in sto…”

—david mcintosh

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Instacart scaling AI-powered smart carts to 100+ cities with double-digit sales lifts

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