Instacart
Andreessen Horowitz
SEPTEMBER 19, 2023
a16z has long had an investment theory that we should invest behind strengths of a business model and opportunity, not lack of weakness. The more I got exposed to the details behind the Instacart business, the more it reminded me of OpenTable (where I had been CEO from 2007-2011). Instacart is a case study of this.
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