Instacart has 1.6 billion lifetime grocery orders—and is now using that data flywheel to digitize the physical store itself. In this episode, David McIntosh, Chief Connected Stores Officer at Instacart, explains how the Caper Cart—powered by an NVIDIA Jetson™ board and a sensor fusion system combining cameras, weight sensors, and location data—is bringing edge AI to the grocery aisle. He shares what's driving double-digit sales lift for retailers, how AI agents are beginning to automate store operations, and why in-store and online shopping will merge into a single unified experience within the decade. 🔬Topics covered: How Caper Carts use NVIDIA Jetson and sensor fusion to identify items in real time Why edge AI matters: hundreds-of-milliseconds response vs. seconds in the cloud Double-digit sales lift from personalized in-cart recommendations Building a grocery foundation model from 1.6B orders and live in-store data AI agents for store ops: proactive out-of-stock alerts and CPG shelf optimization Chapters: 00:00 – Introduction and the Connected Store vision 04:00 – Caper Cart: NVIDIA Jetson, sensor fusion, and edge AI 08:06 – How basket recognition and recommendations work 15:53 – Double-digit sales lift and what shoppers actually want 22:25 – Store ops, employees, and the real-time data flywheel 28:26 – AI agents, the grocery foundation model, and what's next

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