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: Three Data Points We’re Watching This Week, Week 13: Dollar Tree, Inc. To Sell Family DollarUS Drugstore and Pharmacy Retailing: Themes, Concepts and Innovators—Rightsizing for Relevance; Smaller Footprints for a Bigger ImpactShoptalk Fall 2025 Day Two: Scaling Pilots, Pivoting with Intelligence and Building Next-Gen Customer ExperiencesEarnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth—Infographic