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I ran a product used by 2 billion people. Then I chose to run a company that delivers groceries. People thought I was crazy. I wanted to be CEO.
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Instacart is not a delivery company. It is an advertising platform that happens to deliver groceries. That distinction is worth billions.
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Profitability in delivery is not impossible. It just requires making advertising revenue larger than delivery losses. That's what we did.
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At Facebook, I learned how to build products for billions. At Instacart, I learned how to build a business that actually makes money. Both skills matter.
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I moved from the south of France to Silicon Valley with no network and no connections. If you have the skills, the system eventually lets you in.