Building a Shopper-First Platform in a Retail-Driven Industry | Andy Ellwood | 373

Episode notes

Andy Ellwood is a repeat founder whose career took him from early-stage mobile startups acquired by Facebook and Google, through eight years building Basket.com, to shutting it down during the pandemic — and ultimately back into the arena with Stretch, an AI-powered grocery platform built to give families price transparency, shopping intelligence, and an advocate at checkout. In this conversation, Andy shares the through-lines connecting his entire career: curiosity as a competitive edge, falling in love with problems instead of solutions, and the hard-earned wisdom of setting non-negotiables before jumping back into founding mode. He explains why the $1.8 trillion grocery industry still lacks a single source of truth for pricing, how pre-purchase intent data is more valuable than post-purchase receipts, and why he built Stretch around shoppers first — even when the money is on the retailer side. Andy also makes a bold case that the AI moment mirrors the early app store era, and that the next wave of breakthroughs will come when AI agents start negotiating on behalf of consumers, not just serving the brands selling to them.