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.
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i think this assumes that those orders are distributed evenly over time
And just like that you’ve done more due diligence than the VCs who just threw money at this.
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