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david mcintosh

T3 · host / generalist

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.

2 calls·2 names·100% bull·last heard 3 months ago·NVIDIA
track recordleaderboard →
hit rate
100%
avg alpha
+8.5pp
scored
1

top calls

best measured alpha vs SPY, then highest conviction · one per company
1st+8.5pp vs SPY
$NVDANvidia

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 from CPUs to GPUs also cut latency and lifted click-through rates.

NVIDIA2026-06episode →
2ndhigh conviction
$INSTACARTInstacartposition

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 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.

NVIDIA2026-06episode →

most discussed · click a bar to filter

  • $NVDA
  • $INSTACART

recurring themes

  • AI Applications1
  • AI Infrastructure1
  • Robotics & Physical AI1
2 total
$NVDA
···
Nvidia
HIGHdavid mcintosh·NVIDIA·3 months ago·Inside Instacart's AI-Powered Smart Shopping Cart | NVIDIA AI Podcast Ep. 302
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 from CPUs to GPUs also cut latency and lifted click-through rates.
"This system would not work without the sensor fusion physical AI system running on the Jetson board at the edge... migrating workflows from CPUs to GPUs with respect to ads had re…"
17:34
$INSTACART
Instacart
HIGHdavid mcintosh·NVIDIA·3 months ago·Inside Instacart's AI-Powered Smart Shopping Cart | NVIDIA AI Podcast Ep. 302· position
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 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.
"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 feat…"
10:54
9
AI Applicationstailwind
Unified online-offline commerce powered by grocery foundation model
Instacart is building a grocery foundation model combining 1.6B+ online orders, 2B item catalog, and real-time in-store data (Cart SLAM, shelf cameras, shopper scans) to enable agentic applications: personalized in-store recommendations, automated inventory optimization for CPGs, and seamless cross-channel shopping.
8
AI Infrastructuretailwind
Edge AI sensor fusion becomes critical for real-time retail automation
Grocery smart carts require multi-sensor fusion (weight, cameras, SLAM, visual shelf scanning) processed on Nvidia Jetson at the edge to achieve hundred-millisecond responsiveness; cloud-only AI fails due to spotty Wi-Fi/cellular and latency needs.
6
Robotics & Physical AItailwind
3D store maps and item-level understanding could unlock retail robotics
Caper Carts continuously build 3D store maps via SLAM and weigh/scan every item, creating reconstructions with weight and visual data; this infrastructure could eventually enable robotic picking and restocking workflows in a distant future.