Comment by true_religion
8 hours ago
According their 2026 Q1 filing they do about 90 million orders per quarter which is about 12 orders per second, 720 orders per minute.
It might make 100k row level changes per minute, but that’s a different metric.
https://www.sec.gov/Archives/edgar/data/1579091/000157909126...
Instacard have released a public dataset[1] on their orders, so it should be even easier to verify this claim. From what I could find in some analysis[2] of this dataset around 100k orders per day and not per minute seems accurate.
I assume they are referring to how many database requests they have due to customers orders or a similar metric and just worded it poorly.
[1] https://www.kaggle.com/datasets/psparks/instacart-market-bas... [2] https://rstudio-pubs-static.s3.amazonaws.com/284199_5c498037...
This data set was released years before the Covid hypergrowth phase which they are referring to.
That's fair as the Kaggle dataset[1] is from 2017. Even assuming orders scaled with revenue (which grew to $1.5B in 2020[2]), you'd only reach a few hundred orders/minute at the pandemic peak (which lines up with the calculation above via a different method).
So I still assume the original comment isn't referring to actual orders placed.
[1] https://www.kaggle.com/datasets/psparks/instacart-market-bas... [2] https://fortune.com/2022/05/18/what-to-know-instacart-ipo/
it could be peak orders per second
I'd wager on this.
And just like that you’ve done more due diligence than the VCs who just threw money at this.