CART

Maplebear Inc.

stock all instruments

+0.0

net board stance what this means

58.12

+0.6% · close 2026-11-06

+29% / +16% / +66%

1m / 3m / 12m

+4%

vs SPY since 2025-08-01

90%

of 52w range · -4.5% off high

0/1

hit rate as primary · vs SPY -74

Where All-In Alpha stands — 0 live ideas

No active idea holds this ticker. Anything below is history.

Where the winds are blowing

NET BOARD STANCE, LAST 60 EPISODES — rising = the besties are building this position, falling = abandoning it. From the conviction ledger; an idea counts from birth until its window closes. Dots mark episodes where this ticker's ideas were actually mentioned; a dashed stretch is silence. Last mention E226 · silent for 69 episodes.

PRICE VS SPY OVER THE SAME WINDOW, % — did the talk lead the tape or follow it?

Who's pushing which way

each voice's net push ON THIS TICKER — their most recent stance per idea × that idea's direction ON THIS TICKER × strength, so supporting a bearish idea pushes down, unless this ticker is listed as the other side of it. Not conviction (that lives on the idea); this is direction of travel per person. what w= means

Sam Altman guest ×0.5

1 idea (0 live) · last heard E178

pushes up

Friedberg 55% tech

1 idea (0 live) · last heard E197

-2

pushes down

Sacks 39% tech

1 idea (0 live) · last heard E226

-2

pushes down

Chamath 42% equities

2 ideas (0 live) · last heard E200

-5

pushes down

Track record on CART

As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average vs SPY -74.3. Adjacent plays are listed but never scored.

idea	call	play	result	return	vs SPY	scored
🤖 AI agents disintermediate consumer app interfaces	▼ SHORT	adjacent	WRONG	-59.8%	-69.5	2025-05-10
📈 Take-rate decay caps the GTV marketplaces — model Instacart down, not up	▼ SHORT	primary	WRONG	-40.5%	-74.3	2024-09-22

The tape — what was actually said

every capture on any idea holding CART, newest first · quotes verbatim, timestamps deep-link into the episode

Sacks support ×2 ▼ on 🤖 AI agents disintermediate consumer app interfaces E226 · 2025-05-02 ▶ 1:05:01

Now, I think it's pretty easy to imagine where this goes, which is you'll be able to connect an agent to all of your SaaS apps. So, it won't just be four applications, it'll now be connected to dozens of applications, including ones that already have your data. And it's going to know what actions it's possible to take in those apps.

Chamath support ×3 ▼ on 🤖 AI agents disintermediate consumer app interfaces E200 · 2024-10-18 ▶ 39:49

I think a much better way to think about this is in the future, none of this UI real estate is actually worth anything.

Chamath support ×2 ▼ on 🤖 AI agents disintermediate consumer app interfaces E197 · 2024-09-27 ▶ 1:05:52

when you tell an AI agent, get me the cheapest car right now to go to XYZ place. It will go and look at Lyft and Uber and whatever. It'll provision the car and then it'll just tell you when it's coming.

Friedberg support ×2 ▼ on 🤖 AI agents disintermediate consumer app interfaces E197 · 2024-09-27 ▶ 52:52

But with ambient computing, you can more kind of cleanly state your objective without this kind of directive process. You can say, hey, I want to say I want to have dinner in New York next Thursday at the Michelin star restaurant at 530 Book me something and it's done.

Chamath support ×2 ▼ on 🤖 AI agents disintermediate consumer app interfaces E178 · 2024-05-10 ▶ 24:30

Well, the quality is not good, but when the quality is good enough, you'll actually prefer it just because it's just lighter weight. You don't have to take your phone out. You don't have to search for your app and press it.

Sam Altman oppose ×2 ▼ on 🤖 AI agents disintermediate consumer app interfaces E178 · 2024-05-10 ▶ 23:50

It's hard for me to imagine that we just go to a world totally where you say, like, hey, chat GBT, order me sushi, and it says, okay, do you want it from this restaurant? What time? Whatever. I think visual user interfaces are super good for a lot of things.

Chamath support ×2 ▼ on 📈 Take-rate decay caps the GTV marketplaces — model Instacart down, not up E146 · 2023-09-22 ▶ 51:58

for these businesses that drive huge GTVs, gross transaction values, is I think most people, when they try to find what they're worth, are very sensitive to the take rate ... take rate tends to decay. So said in, you know, in grocery land, I think it's because Walmart and Amazon will try to do it for much, much cheaper ... I think that you have to model the health of the business with a declining take rate and growing share.