Core Insights - Fizz is betting that Generation Z is tired of performative life displays on Instagram and TikTok, focusing instead on authentic experiences that do not appear in highlight reels [2] - The platform has become the dominant social media application on U.S. college campuses, emphasizing real life over curated content [2] - Fizz's unique combination of 7,000 volunteer student moderators and generative AI ensures platform safety and content management [3] Company Overview - Fizz is described as the largest college social application since Facebook, utilizing a hybrid anonymous model and hyper-local focus [3] - The company is planning to expand beyond the college market with a "Global Fizz" initiative, aiming to reach a broader user base [2] User Behavior - Generation Z users prefer anonymous social platforms due to their desire for authenticity and localized connections, moving away from the curated content typical of traditional social media [4]

Core Insights - Instacart is launching a new app called Fizz, aimed at Generation Z consumers, focusing on group orders for drinks and party snacks [1] - The app allows multiple users to contribute to a single order, pay individually, and have items delivered for a flat fee of $5 [1] - Fizz is designed to complement Instacart's existing services, with the expectation that younger users will transition to Instacart as their needs evolve [2] Company Strategy - The development of Fizz began at the start of the year, with partnerships established with grocery and liquor stores that already work with Instacart [3] - The introduction of Fizz is expected to attract more retailers to the Instacart platform [3] - Instacart recently reduced the minimum spend for free delivery from $35 to $10 for paid subscribers, which has led to increased user engagement [2] Industry Trends - Competitors like DoorDash and Uber are expanding their alcohol delivery services, with DoorDash reporting a 96% increase in ready-to-drink cocktail orders [4] - The trend indicates a growing interest among younger consumers in purchasing alcoholic beverages through subscription services [5] - Research shows that 39% of millennial consumers have utilized scheduled and auto-fill product subscriptions for their regular purchases, a figure higher than the overall consumer average of 31% [6]