Maplebear Inc. (CART)

Grocery delivery platform, shoppers not employees. Read November 8, 2026 from the annual report for the period ending December 31, 2025, filed February 26, 2026. Ranked 31 of the 238 Technology companies read so far, by the share within reach now.

Instacart states about 3,600 full-time employees worldwide, read at software publishers with its support operations at business support services as DoorDash and Uber are read; shoppers are independent contractors and not counted.

The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.

What follows from the reading

Share of working time within reach of AI, on the long-run pace at four in five: 52% now, 66% at the end of 2027, 71% at the end of 2028, 72% at the end of 2030. By the patterns, the work is about 72% desk work, 24% people work and 4% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 28% of the working time stays with people (conversation, in-person and hands-on work), 58% becomes checking a model's work and 11% could be handed over with lighter checks, from the industries' own figures, not the company's roles.

Headcount

3,600 employees as of December 31, 2025 (stated). The filing states no count by country; the data service shows 96% of revenue in the United States.

The filing: “As of December 31, 2025, we had approximately 3,600 full-time employees worldwide.”

The workforce as industry patterns

What the filing says about the workforce: About 3,600 full-time employees worldwide, up from 3,265; contractors, vendors and consultants engaged beside them; a Flex First model letting employees work remotely or in offices; shoppers on the platform are independent contractors; no union or country counts.

Companies read with the same leading pattern

Other companies whose largest staffing pattern is also Software Publishers, largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five. Now is projected from METR's April 2026 measurement and Epoch's November 2026 index.

• Microsoft (MSFT, 223,000 employees)51% now, 73% by 2028
• Oracle (ORCL, 141,000 employees)51% now, 73% by 2028
• Salesforce, Inc. (CRM, 83,334 employees)51% now, 73% by 2028
• Uber Technologies, Inc. (UBER, 34,000 employees)52% now, 71% by 2028
• DoorDash, Inc. (DASH, 31,400 employees)52% now, 71% by 2028
• Adobe Inc. (ADBE, 31,360 employees)51% now, 73% by 2028
• ServiceNow, Inc. (NOW, 29,187 employees)51% now, 73% by 2028
• Synopsys, Inc. (SNPS, 28,000 employees)51% now, 73% by 2028

What the filing says about AI

42 sentences in the filing name AI. The filing says AI helps it build smarter products, tools and insights across its solutions and that it blends its technology with AI platform partnerships for its retail partners, in 42 sentences.

• “These forward-looking statements include, but are not limited to, statements concerning the following: our expectations regarding our financial performance, including revenue, cost of revenue, gross profit, operating expenses, net income, and key metrics such as gross transaction value ("GTV") and orders, and our ability to maintain or increase future profitability and generate profitable growt...”
• “Supporting all of this is AI, which helps us build smarter products, better tools, and more accurate insights across our solutions.”
• “We blend our world-class technology with deep integrations and AI platform partnerships to enable our retail partners to thrive and grow in an AI-powered world.”
• “The laws and regulations govern many issues related to our business practices, including those regarding privacy, data security, data protection, AI, pay and fee transparency, health information privacy and security, consumer protection, marketing and advertising, health and safety, food and product safety, import and export, zoning, sustainability, tax, insurance, employment, weights and measu...”
• “Artificial intelligence and machine learning solutions, including our use of such solutions and use of such solutions by our competitors, could result in reputational harm, competitive harm, or legal liability, and could adversely affect our results of operations.”

Its annual reports, year by year

Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector

• Fiscal 202315median 1
• Fiscal 20247median 4
• Fiscal 202542median 10

Headcount by filing year

As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.

Limits of this reading

• The split between platform work and support operations is by description (c), following the DoorDash and Uber readings; the filing counts no employees by function.
• No count by country is stated; the U.S. share is left null.

Source: the company's annual report on EDGAR, accession 0001579091-26-000018, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.