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Applico CTO and former Munchery CEO, Tri Tran, joins the show to discuss  Instacart's playbook to build a $1 billion ad business and what this  revenue stream could mean for the delivery platform's highly anticipated  IPO. Tran discusses how he sees the online grocery and delivery  landscapes playing out over the next few years while highlighting some  of the challenges he thinks Instacart will have to overcome to sell $1  billion in ads per annum. Alex and Tri close out the conversation by  highlighting some alternative tech solutions in the food space that don't require that retailers cede the customer relationship to a  gatekeeping tech provider.

Also, a bonus segment analyzing the current regulatory landscape broken down by big tech company.