Ravi Gupta

If we take our logic of work from the customer backwards, one thing I think that we were good at at Instacart and Instacart's still good at is percentage of time they spend thinking about the customer. So I don't think there's like a huge optimization on that. I do think that figuring out the most abstract thing of like, what does a customer want? A customer wants to save the trip to the store.

If we take our logic of work from the customer backwards, one thing I think that we were good at at Instacart and Instacart's still good at is percentage of time they spend thinking about the customer. So I don't think there's like a huge optimization on that. I do think that figuring out the most abstract thing of like, what does a customer want? A customer wants to save the trip to the store.

They don't want to go. And they want to be able to be at home when they get it. So when I was thinking, to your point, having these tools, the better, faster, cheaper version, I would be trying to make the orderer use as much context as I could to make their ordering process be as fast as possible and to make sure that their order is delivered as accurately as possible.

They don't want to go. And they want to be able to be at home when they get it. So when I was thinking, to your point, having these tools, the better, faster, cheaper version, I would be trying to make the orderer use as much context as I could to make their ordering process be as fast as possible and to make sure that their order is delivered as accurately as possible.

True like main thing things. And when I say make the order as fast as possible, I would be trying to do stuff where like their last grocery order is something that I can ingest in some way, even if it wasn't on Instacart. And so therefore I can as quickly as possible get them through to where they can check out. So that's one.

True like main thing things. And when I say make the order as fast as possible, I would be trying to do stuff where like their last grocery order is something that I can ingest in some way, even if it wasn't on Instacart. And so therefore I can as quickly as possible get them through to where they can check out. So that's one.

And then on the like, as accurately as possible, I'd be trying to be better at figuring out what's in the store right now so that I never show them something that they're not going to get. And then on the delivery side of it, I am not technical enough to tell you the optimal batching strategy that would be used using an LLM.

And then on the like, as accurately as possible, I'd be trying to be better at figuring out what's in the store right now so that I never show them something that they're not going to get. And then on the delivery side of it, I am not technical enough to tell you the optimal batching strategy that would be used using an LLM.

But whatever I could do to cut off minutes off that delivery, I'd be trying to figure out what is the AI way of doing that. And then maybe the other thing I'd be trying to do is like, is there something we can do like over the phone that's now not economic today that will be economic in the future for people that don't want to do it online, but want to just call.

But whatever I could do to cut off minutes off that delivery, I'd be trying to figure out what is the AI way of doing that. And then maybe the other thing I'd be trying to do is like, is there something we can do like over the phone that's now not economic today that will be economic in the future for people that don't want to do it online, but want to just call.

Older people maybe aren't as familiar with the app. What can I do to make it where it feels like magic for them of like, I want these groceries. Okay, cool. Then they show up. What you're saying, though, has like a very embedded thing that's very real, which is the more your product is physical, the more the bottleneck for using the AI is the physical world rather than the software world.

Older people maybe aren't as familiar with the app. What can I do to make it where it feels like magic for them of like, I want these groceries. Okay, cool. Then they show up. What you're saying, though, has like a very embedded thing that's very real, which is the more your product is physical, the more the bottleneck for using the AI is the physical world rather than the software world.

And I do think it will be slower as there are constraints that are physical in nature. The AI is not fixing traffic today. It's not making a human being run faster through the store. I think figuring out whether your constraints are physical or whether they're like software related, digital. I think the more digital only you are, the faster this will come and create magic. It's sort of like this.

And I do think it will be slower as there are constraints that are physical in nature. The AI is not fixing traffic today. It's not making a human being run faster through the store. I think figuring out whether your constraints are physical or whether they're like software related, digital. I think the more digital only you are, the faster this will come and create magic. It's sort of like this.

Either you're going to create magic or someone else is going to create magic with a lot fewer people than you. And the customer is going to expect magic. This Bezos thing of customers are divinely discontent. They are just going to expect magic. We already do this.

Either you're going to create magic or someone else is going to create magic with a lot fewer people than you. And the customer is going to expect magic. This Bezos thing of customers are divinely discontent. They are just going to expect magic. We already do this.

We are going to expect magic from every experience and either you're going to deliver it or someone else is going to deliver it, but that's the new standard.

We are going to expect magic from every experience and either you're going to deliver it or someone else is going to deliver it, but that's the new standard.

this has been observed in the past, but I think sometimes there is historical status in business to the size of the team that you manage. Sometimes, still today, how many people do you have is a question that is asked to a startup founder as some indication of progress or the scale of your company. How much money have you raised? How many people do you have? I think if you take

this has been observed in the past, but I think sometimes there is historical status in business to the size of the team that you manage. Sometimes, still today, how many people do you have is a question that is asked to a startup founder as some indication of progress or the scale of your company. How much money have you raised? How many people do you have? I think if you take