Instacart’s SEC filings show that “advertising and other” revenue was $406 million for the six months ended June 30, 2023, on top of $740 million for full‑year 2022. That H1 2023 figure already implied an annualized run‑rate above $800 million (2 × $406M ≈ $812M), which is exactly what Jason was referring to when he said they were “on track for 800 million in ad revenue.” (sec.gov)

Subsequent actuals confirm the trajectory: Instacart’s full‑year 2023 “advertising and other” revenue came in at $871 million, per the company’s 2023 Form 10‑K and shareholder materials, with the 10‑K noting that a majority of this line item is advertising. (sec.gov)

Because the realized 2023 ad‑related revenue ($871M) is reasonably close to and in fact above Jason’s ~$800M run‑rate prediction, and it refers to the same combined ad segment he was discussing, the prediction is best scored as right rather than wrong or inconclusive.