The GSI vs Shopify parallel really drives home how critical this pivot is for Instacart. Their unbundled approch with Storefront Pro and these new AI tools gives grocers flexibility instead of forcing an all-or-nothing decision. The Catalog Engine seems especially smart since clean product data will be crucial for agentic commerce to work properly. Embracing this shift now rather than waiting could mean capturing billions in enterprise value that GSI left on the table.
thanks - it came to me thanks to Jason Goldberg
Great article! Product unbundling is going to be absolutely key with AI making software creation more accesible
The GSI vs Shopify parallel really drives home how critical this pivot is for Instacart. Their unbundled approch with Storefront Pro and these new AI tools gives grocers flexibility instead of forcing an all-or-nothing decision. The Catalog Engine seems especially smart since clean product data will be crucial for agentic commerce to work properly. Embracing this shift now rather than waiting could mean capturing billions in enterprise value that GSI left on the table.