Instacart are absolutely not subsidizing until creating their own automated warehouses. Pick and pack for groceries is really hard due to the high variety and e

Instacart are absolutely not subsidizing until creating their own automated warehouses. Pick and pack for groceries is really hard due to the high variety and expensive and the margins are really small. Instacart are trying to capture the top-of-the-funnel via marketing efforts and branding, which is capital intensive, but from a variable cost instead of fixed cost perspective.