Insight ReportAI Insights: Instacart CEO Fidji Simo To Join OpenAI as CEO of Applications Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research May 20, 2025 Reasons to ReadOpenAI announced on May 7, 2025, that Fidji Simo, the current CEO and Chair of Instacart, will join OpenAI later this year as CEO of Applications. Read this short report to discover the implications of this move for the company and for the AI (artificial intelligence) race in general. Companies mentioned in this report include: DeepSeek, Instacart, OpenAI Other relevant research: Deeper on DeepSeek and Its Potential to Radically Level the AI Playing Field Analyst Corner—DeepSeek Opens the Door for AI Democratization: The AI Opportunity, with Charlie Poon—a free report All our coverage of AI in retail and capital markets (including management changes) Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: Earnings Insights 3Q25: Strong Growth at Ulta, Improvement at Macy’s and Solid Demand at Dollar StoresEconomic Sentiment Shows First Uptick in Eight Weeks; Plus, Drugstore and Pharmacy Shopping in Focus: US Consumer Survey InsightsAnalyst Corner: UK Retail Crime Soars—Visibly Reflected in Stores, with John MercerCanada Store Openings and Closures Tracker 2025: Store Openings Edge Past Closures as Costco, Sephora and Uniqlo Expand