3 ms·

1 - I am not heavily invested. 2 - Misinformation poisons and I’m trying to surface facts that are being overrun by a narrative. 3 - Misunderstanding one of t

1 - I am not heavily invested. 2 - Misinformation poisons and I’m trying to surface facts that are being overrun by a narrative. 3 - Misunderstanding one of the largest entrepreneurial & capital efforts in our lifetime, especially on HN, will inevitably slow other entrepreneurs journeys who miss the real story and how to apply these lessons themselves. That’s why I wrote the parent comment. 4 - With your “uppity” comment let’s limit the ad hominem yes? 5 - Broaden your thinking around how “eats” eventually becomes a business worth having. Research “cloud kitchen” concepts - this is an amazing space with giant scale, an unnessesarily distributed supply side (most B+ quality delivery food is more or less the same), and massive loyalty / customer LTV

enlyth 7y ago
1 - Fair point, that was me creating a straw man, I got emotional and I apologise 2 - Depends on perspective, from my point of view the narrative on HN at the moment seems to be in your favour and you're not going against much, hence my antagonistic comment 3 - Misunderstanding implies there's merit, which you seem to be very sure of - I'm just saying be careful, this has all the signs of blowing up and if you're right it won't be because there's been writing on the wall 4 - Refer to 1), again, unfortunately I got emotional and my comment could have been written with more substance and less bullshit 5 - Talking about "cloud kitchens" just makes me feel like I'm talking to someone from a different planet.
- aresant 7y ago
  Thank you for your response, aka why I love HN we can have discussions not pissing contests. You are probably right about my bs martyrdom on this topic, HN is better informed. I am on planet earth although head in clouds :). But really look through the cloud lens of: 1 - people order a lot of takeout, and mostly the same thing with same frequency (Thursday is Chinese night, etc) 2 - Uber owns a lot of data around who is ordering what and when. This data is similar to amazons general product info and how they can manage the insane logistics of same day stocking, not even to mention same day delivery. 3 - setting up a massive production line kitchen in a rent efficient space (aka not retail, industrial at 30% the costs) with the same predictive models amazon uses to stock “same day” is many times more efficient than mom and pop restaurants. 4 - Transport costs can be mitigated with an Uber pool like model or a heavily tip reliant model (like Amazons prime now) Fun fact - Travis K after leaving UBER is heavily investing time and money in cloud kitchen space. https://techcrunch.com/2019/06/28/a-rare-glimpse-into-the-sweeping-and-potentially-troubling-cloud-kitchens-trend/ https://techcrunch.com/2019/06/28/a-rare-glimpse-into-the-sw... https://thespoon.tech/former-uber-ceo-lands-in-the-cloud-kitchen-market/ https://thespoon.tech/former-uber-ceo-lands-in-the-cloud-kit...
  - enlyth 7y ago
    Hey, thanks for the comment. I appreciate the response and likewise, glad that we can have a civilised discussion on here, even though I started it out a bit on the rough side. I agree with you on the fact that there's a huge amount of potential to improve upon existing systems of producing and delivering food to people, transporting people from point A to point B, and so on. Where I think our opinions differ is that I'm way more cynical in the ability for these first-mover advantage companies to deliver substantial value in a way that will make them profitable and sustainable in the long run. I may be wrong though, and no one wants to be the guy who made that Dropbox comment on HN a decade ago about why it's useless. But I stand by my opinion and when it's proven I'm wrong I will eat my words without complaining.
    - TheGrassyKnoll 7y ago
      FYI, Dropbox (DBX) is now trading below its IPO price. https://finance.yahoo.com/quote/DBX?ltr=1
malandrew 7y ago
Anyone curious about cloud kitchens should watch this: https://youtu.be/nVZq21xC3fM https://youtu.be/nVZq21xC3fM

enlyth 7y ago

1 - Fair point, that was me creating a straw man, I got emotional and I apologise 2 - Depends on perspective, from my point of view the narrative on HN at the moment seems to be in your favour and you're not going against much, hence my antagonistic comment 3 - Misunderstanding implies there's merit, which you seem to be very sure of - I'm just saying be careful, this has all the signs of blowing up and if you're right it won't be because there's been writing on the wall 4 - Refer to 1), again, unfortunately I got emotional and my comment could have been written with more substance and less bullshit 5 - Talking about "cloud kitchens" just makes me feel like I'm talking to someone from a different planet.

aresant 7y ago
Thank you for your response, aka why I love HN we can have discussions not pissing contests. You are probably right about my bs martyrdom on this topic, HN is better informed. I am on planet earth although head in clouds :). But really look through the cloud lens of: 1 - people order a lot of takeout, and mostly the same thing with same frequency (Thursday is Chinese night, etc) 2 - Uber owns a lot of data around who is ordering what and when. This data is similar to amazons general product info and how they can manage the insane logistics of same day stocking, not even to mention same day delivery. 3 - setting up a massive production line kitchen in a rent efficient space (aka not retail, industrial at 30% the costs) with the same predictive models amazon uses to stock “same day” is many times more efficient than mom and pop restaurants. 4 - Transport costs can be mitigated with an Uber pool like model or a heavily tip reliant model (like Amazons prime now) Fun fact - Travis K after leaving UBER is heavily investing time and money in cloud kitchen space. https://techcrunch.com/2019/06/28/a-rare-glimpse-into-the-sweeping-and-potentially-troubling-cloud-kitchens-trend/ https://techcrunch.com/2019/06/28/a-rare-glimpse-into-the-sw... https://thespoon.tech/former-uber-ceo-lands-in-the-cloud-kitchen-market/ https://thespoon.tech/former-uber-ceo-lands-in-the-cloud-kit...
- enlyth 7y ago
  Hey, thanks for the comment. I appreciate the response and likewise, glad that we can have a civilised discussion on here, even though I started it out a bit on the rough side. I agree with you on the fact that there's a huge amount of potential to improve upon existing systems of producing and delivering food to people, transporting people from point A to point B, and so on. Where I think our opinions differ is that I'm way more cynical in the ability for these first-mover advantage companies to deliver substantial value in a way that will make them profitable and sustainable in the long run. I may be wrong though, and no one wants to be the guy who made that Dropbox comment on HN a decade ago about why it's useless. But I stand by my opinion and when it's proven I'm wrong I will eat my words without complaining.
  - TheGrassyKnoll 7y ago
    FYI, Dropbox (DBX) is now trading below its IPO price. https://finance.yahoo.com/quote/DBX?ltr=1

malandrew 7y ago

Anyone curious about cloud kitchens should watch this: https://youtu.be/nVZq21xC3fM https://youtu.be/nVZq21xC3fM