Instacart’s Turnaround CEO Heads To The AI Frontier

In this episode, I share Fidji Simo's remarkable journey as the CEO of Instacart and her upcoming transition to lead OpenAI's consumer products division.

Simo’s tenure at Instacart turned it into a profitable retail technology giant from a pandemic-boosted delivery service. Her key achievements include launching Carrot Ads and Carrot Insights, enhancing Instacart’s advertising business to generate nearly $1 billion in annual revenue.

I explore how Simo's expertise in retail media and AI could shape her role at OpenAI, potentially developing new revenue-generating consumer tools and integrating advanced AI into shopping experiences.

00:00 Fidji Simo's Transition to OpenAI

00:58 Introduction to Retail Media Breakfast Club

01:18 Fidji Simo's Impact at Instacart

03:30 Carrot Ads and Retail Media Network

07:11 AI Innovation in Grocery

07:59 Future Prospects at OpenAI

09:25 Conclusion and Final Thoughts