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.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
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 add 1%+ absolute lift each; building a grocery foundation model from 1.6B+ orders and 2B item catalog to power agentic applications across online and in-store.
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 from CPUs to GPUs also cut latency and lifted click-through rates.