TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
←
▶ 10:54 · $INSTACART · Instacart scaling AI-powered smart carts to 100+ cities with double-digit sales lifts
episode briefing
NVIDIA

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

2026-06-24 · 2 company · 3 thematic
sentiment
2 bull0 bear0 neu
speakers
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

episode shorts · 1

Inside Instacart's AI-Powered Smart Shopping Cart | NVIDIA AI P…

now playing · $INSTACART
$INSTACARTbullish· high· posdavid mcintosh
Instacart scaling AI-powered smart carts to 100+ cities with double-digit sales lifts
Caper Carts (acquired for $350M) now live in 100+ cities, tripled YoY, deployed in ~20% of Wakefern stores; retailers see double-digit sales lifts, and new recommendation features…
$NVDA···bullish· highdavid mcintosh
Instacart CTO validates Nvidia Jetson as essential for edge AI in smart carts
Instacart's Caper Carts require Nvidia Jetson boards in every unit to run sensor fusion and physical AI at the edge with sub-hundred-millisecond latency; migrating ad workloads fr…