Archives Drizly

Sweetgreen’s Infinite Kitchen

Executive Briefing

Consumer behavior is ‘difficult to predict at best right now’

Notes from Target and Walmart earnings. Also: Robot salads, Drizly data, and Instacart’s early vision for AI-native grocery shopping. Read more →

DUMBO empty

Executive Briefing

Cities aren’t over

But they’ll be different. It’s like a software update. Read more →