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MZ Mark Zuckerberg Mark Zuckerberg On Cheeky Pint

“Is that Instacart account really for me, or is it for the Muse? Because I think, like, over time, I think that the question is, is the total addressable market for all of commerce just increasing dramatically?”

Cheeky Pint · Bootstrapped & Indie SaaS · October 2026

“Is that Instacart account really for me, or is it for the Muse? Because I think, like, over time, I think that the question is, is the total addressable market for all of commerce just increasing dramatically?” — Mark Zuckerberg, Cheeky Pint

Zuckerberg had rarely used Instacart until he opened an account so his Muse agent could order baking ingredients each weekend. He now uses it once or twice a week, and he argues that agents will effectively hold accounts of their own.

Transcript

Cheeky Pint Around 00:00 into the episode
Speaker

…opportunity here isn't just, okay, it's going to be 20% more efficient on the conversion rate. Like, I am a new Instacart like subscriber, and I just wouldn't have done this before. Alexandr Wang Yes. Mark Zuckerberg So, I do think that there's this question, and then there's this question, which I think is these sort of interesting— like, this is maybe the more interesting economic question, is that Instacart account really for me, or is it for the Muse? Because I think, like, over time, I think that the question is, is the total addressable market for all of commerce just increasing dramatically? John Collison Yes. Mark Zuckerberg Because it's not just the people anymore. Like, now agents are effectively going to have accounts. John Collison Yes. Mark Zuckerberg And I think that's where this starts to, like, become a really very exciting opportunity where anyone who sits this out, I think, is going to end up feeling sad over time. John Collison And why did you have to sign up for an…

Speaker names from our own diarization · position estimated from where the line sits in the episode

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