Episode Details
| Title | Fidji Simo - Creating Delightful Consumer Experiences - [Invest Like the Best, CLASSICS] |
|---|---|
| Date | 5/30/2025 |
| Podcast | Invest Like the Best with Patrick O'Shaughnessy ↗ |
Key Insights
Bullish:
- 🟢 $INSTACART - Instacart's path to profitability relies heavily on achieving scale, with the company reaching positive unit economics after processing 100 million orders. This scale advantage is crucial for the company's success in the competitive grocery delivery market.
- “Scale is absolutely everything in this business. We used to lose money on every single order until we got to a hundred million orders.” - Fidji (29:05)
- 🟢 $RETAILMEDIA - 🔒
- 🟢 $AICONTENT - 🔒
- 🟢 $HC - 🔒