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🧵 2. Instacart plans to sell shares at $28 to $30 apiece, valuing the company at $10 billion—over 75% below its $39 billion valuation in 2021.

🧵 3. Instacart experienced exceptional growth during the pandemic but struggled to sustain it as the economy reopened, inflation rose, and interest rates increased.

🧵 4. Venture firms have been hit hard as IPO exits dried up, especially after investing record amounts in 2020 and 2021.

🧵 5. The changing market conditions and challenges of profitability have taken a toll on Instacart and its investors, including Sequoia and Andreessen.

*yes i know