Invest in Progress

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10-MINUTE TAKE: Gopuff

June 26, 2026

A compressed version of Scottish Mortgage’s interview with the everyday item delivery service’s co-founder Yakir Gola.Listen to the full episode here.‘Instant commerce’ company Gopuff delivers groceries and other everyday goods to shoppers’ homes in as little as 15 minutes after an online order. What’s more, it can price-match many products with the major supermarkets. Co-founder and co-chief executive Yakir Gola tells Scottish Mortgage why running its own warehouses and technology is critica...

Gopuff: Online Shopping's Express Aisle

June 22, 2026

The instant commerce company Gopuff delivers groceries and other must-haves to shoppers' homes within minutes of an online order. Co-founder and co-chief executive Yakir Gola tells Scottish Mortgage manager Tom Slater how he developed the business from a dorm-room experiment into a service relied on by millions, and the changes he’s made to prepare for the next phase of growth.Background: Scottish Mortgage first invested in Gopuff in 2021.The US-based company speedily delivers groceries, hot ...

10-MINUTE TAKE: Affirm

June 04, 2026

This is a compressed version of Scottish Mortgage’s interview with the buy-now, pay-later service’s chief executive and co-founder Max Levchin.Listen to the full episode here. Affirm offers shoppers a transparent alternative to credit cards. It tells consumers upfront what monthly charge they face, promises no late fees or hidden charges, and in many cases offers a 0 percent interest rate. Levchin tells Scottish Mortgage Investment Trust manager Tom Slater what drove him to create the busines...