The CPG Guys are joined in this episode by Ali Miller, GM of Advertising and Tim Castelli, VP Global Ad Sales at Instacart. This episode was recorded in France at the 2026 Cannes Lions International Festival of Creativity. Follow Ali on LinkedIn at: https://www.linkedin.com/in/about-ali-miller/ Follow Tim on LinkedIn at: https://www.linkedin.com/in/timcastelli/ Follow Instacart Ads online at: https://company.instacart.com/ads Ali & Tim answer these questions: So Ali, let’s kick it off with you on a massive macro trend. We just read Nik Modi's latest RBC Capital report, Modi’s Musings Volume 4, and theme number one is that Cultural Relevance > Brand Equity—meaning scale alone doesn’t protect you anymore; you have to turn online platforms into an active "economic substrate" for identity and transaction flow. How is Instacart evolving its ad tech stack to let legacy CPG giants quickly move at the speed of a viral TikTok trend or cultural moment, turning immediate social media inspiration into a converted grocery basket? That speed to conversion is everything. Tim, let’s talk about some news you announced at Cannes this week. Let’s start with your AI Shopping assistant. What makes Instacart’s AI assistant different?As consumers look to collapse choice complexity because of low mental energy and rising anxiety, the visible shelf is shrinking from 50+ items down to 1 or 2 AI-curated recommendations. How does this radically compressed digital real estate change your ad business strategy and Joint Business Plans with brands? You mentioned you're intentionally not running ads in AI experiences yet. Walk us through how you’re thinking about that. Jumping back to the news…Immersive Feed feels like a direct response to how consumers are already discovering food on social media. How do you make sure that experience feels additive and not just like another ad unit? Does this foreshadow more to come with media publishers and creators? And for Ads Studio – is that essentially opening up Instacart's own marketing engine to brand partners? What made you confident enough in that internal capability to turn it into a commercial offering?Tim, let’s pivot to New Revenue Streams and Business Models. CPG brands are desperately trying to evolve from old-school, unit-driven transactional models toward ecosystem-based monetization. With Instacart Caper Carts rolling out smart screens right into the physical brick-and-mortar aisles, you guys have built a literal physical-digital loop. How should brands rethink co-created, real-time physical store experiences using your connected hardware?Connected hardware in the physical aisle is the ultimate frontier. Ali, we can't talk about Cannes Lions without talking about Closed-Loop Measurement. Marketers are completely burnt out on self-attributed platform metrics. Instacart’s entire value proposition is anchored on receipt-level, purchase-verified deterministic truth. For the brand marketers listening who are caught in the "Validation Trap," what does mathematically clean, independent attribution look like over the next three years, and how does Instacart enforce it?If it doesn't move actual volume off the shelf, it’s just noise. Tim, looking at your front-row seat to enterprise sales, what separates the North Star CPG brands—the progressive companies that are aggressively growing their volume share on Instacart right now—from the legacy laggards who are still trying to run 20-year-old, static, distribution-only playbooks? What core corporate competency or operational rhythm allows them to win?Incredible, provocative insights. Now, before we pack up the mics and head out onto the Croisette for a glass of rosé, we have to save a special final question. Cannes Lions is famously the birthplace of massive, landscape-shifting partnership announcements and enterprise platform reveals. Ali, Tim... what do you guys have cooking up under the hood for Instacart that you can uniquely share with the CPG Guys community live today?CPG Guys Website: http://CPGguys.com FMCG Guys Website: http://FMCGguys.com SheCOMMERCE Website: https://shecommercepodcast.com/ Rhea Raj’s Website: http://rhearaj.com Lara Raj in Katseye: https://www.katseye.world/ DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. 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