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Fidji Simo
Executive Briefing
The new face of consumer AI
Fidji Simo, OpenAI’s new ‘CEO of Applications’, has a big opportunity with real problems to solve. Also: What Sweetgreen and DoorDash are saying about the post-tariff consumer.
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Consumer Trends
Shopping never ends
Consumer spending is looking good heading into the holiday rush, and online grocery is growing again. The latest
Consumer Trends
Highlights
.
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Executive Briefing
The Ozempic dupes are crushing it for Hims & Hers
Also: Another non-alc bottle shop is closing. And can Brian Niccol save Starbucks?
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Executive Briefing
The AI pin is probably doomed
But Humane’s new thing is a sign of things to come. Also: Instacart’s first earnings, when DTC marketplaces make sense, and the Amazon Fashion flop.
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Prospectus Prospectus
Instacart got huge. It’s going public. Now how will it grow?
Analyzing the online grocery service’s S-1 filing.
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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.
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Executive Briefing
What will Instacart become?
The online grocery service has a new CEO, with a massive opportunity — and big questions — ahead.
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