Latest / Specialty Matcha Podcast / Are Poetic Matcha Names Harmful?
Transcript
- 0:00Hello, this is the Specialty Matcha podcast.
- 0:02My name is Ryan. This is my Coho Sonjin.
- 0:04Hello. Hello.
- 0:05And we're the Co founders of Sanko Matcha products.
- 0:08Yeah, we launched this podcast to discuss our learning journey,
- 0:11Matcha, share startup stories and interview experts.
- 0:14And today's podcast is going to be more conversational.
- 0:17But we really want to get to the bottom of why do we and so many
- 0:20others out there dislike poetic matcha name so much.
- 0:24I I guess for you Ryan, this this taste really started from
- 0:27the very early days of your experience with Matter.
- 0:31Yeah, no, I've hated poetic names for a long time.
- 0:33To be honest, I still personally hate them.
- 0:35I totally respect where they came from and the companies that
- 0:39make them, and a lot of the products taste very good.
- 0:43But I hate the poetic matcha naming convention.
- 0:47So we're titling this piece, our poetic matcha names harmful, and
- 0:51it's an opinion piece and we're going to try to, you know,
- 0:54highlight both sides. But you know, I have an argument
- 0:58that it actually, there's a lot of consumer harm by this naming
- 1:01convention, and there's also a lot of harm to farmers.
- 1:04Yeah, so, So what? Why do you dislike these names
- 1:07so much, Ryan? Oh, it's so confusing to me.
- 1:10It's been confusing to me since the very beginning of my matcha
- 1:14journey, but I was first. When I first got into matcha, I
- 1:17was in a Moto Senke student, which is a type of Japanese tea
- 1:20ceremony school. And I remember we would arrange
- 1:22trips to New York. We would go to ipodo, one of the
- 1:26more traditional matcha blending houses.
- 1:28They had a retail store in New York and they had all of these
- 1:32matchas lined up by Price and they all had these very funny,
- 1:36hard to pronounce names. Very vivid memory of one of my
- 1:40friends ordering one and just stumbling through pronouncing
- 1:44the name. I'll have the Hatsumukashi.
- 1:47And I thought, wow, this is so confusing.
- 1:49And there were very, there's very little guidance other than
- 1:53price. We didn't know what they tasted
- 1:55like. They, we vaguely knew what
- 1:57usucha and koicha was at the time.
- 1:59But most people, I mean, I imagine if you're not a tea
- 2:02ceremony student, you have no idea what that means.
- 2:05And we didn't know what we were buying.
- 2:07So we literally were just guessing based on price, hoping
- 2:10that the more money we spent, the more we would like it.
- 2:14And then we would go back and taste some.
- 2:15And some people had boozier preferences and budgets than
- 2:18others. And we would try it.
- 2:19And like, you know, the person who bought the most expensive
- 2:22one, it wasn't always the best. So it's been a real source of, I
- 2:27don't know, consumer pain. But now that we're in the
- 2:29industry, we're learning a lot more context and I really have
- 2:33come to the current belief that there is more harm than good in
- 2:38this current system. You know, like calling it a
- 2:40poetic name or poetic naming scheme is almost a stretch for a
- 2:46non Japanese speaker because honestly it doesn't mean
- 2:48anything if you don't understand Japanese.
- 2:51Yeah, Hatsumukashi or Uji Noshiro.
- 2:55It's so confusing. Sometimes you hear names of
- 2:58regions like Ujis in these names.
- 3:00Sometimes you hear cultivar names like Asahi in these names.
- 3:04And then like, you go and ask someone and half the time the
- 3:07person you're buying it from, whether or not it's in the
- 3:10United States or even in Japanese retail stores, you go
- 3:13to Uji and ask, what is this? They don't know other than,
- 3:18yeah, there's no Asahi in this Asahi Noshiro.
- 3:24And it's just mind blowing, the confusing for someone who
- 3:27doesn't speak Japanese. It's really completely
- 3:30arbitrary. And we're writing a couple of
- 3:32blog posts about this topic, and I came up with this really nice
- 3:35line. The current landscape of
- 3:37traditional matcha products is a chaotic, green sea of hundreds
- 3:41of arbitrary, hard to pronounce poetic names with remarkably
- 3:45little transparency. That's how I feel the current
- 3:48traditional matcha industry is for these 100, 203 hundred year
- 3:54old blend houses that have now blown up.
- 3:57They're all over Instagram, they're all over TikTok, YouTube
- 4:00reviews. It is where consumers have gone
- 4:04to find incredible value and they're going to the places that
- 4:07have been doing it the longest. And now, like I'm sure the CEOs
- 4:14of these companies or the blenders of these large
- 4:16companies that have been around for so long could have never
- 4:19envisioned that. So quickly the consumer base
- 4:24changed and how global it is, how non Japanese it is, and how
- 4:29people aren't doing anything related to Japanese tea
- 4:32ceremony, which is how all of these products have been
- 4:35traditionally framed and named. Yeah.
- 4:38So we, we were really curious about like, is there a mechanism
- 4:44or implication out there behind these poetic names?
- 4:47So we, we, we were actually asking, you know, the same
- 4:51question to a lot of people when we were visiting Japan.
- 4:54And, you know, it was really disappointed.
- 4:56There isn't any logical mechanism.
- 5:00It is entirely or mostly entirely arbitrary, which was
- 5:04very desperate for us to to to understand the the reality.
- 5:10We're going to double click on that quite a bit more later on
- 5:13about how confusing poetic names are, because this is one of
- 5:17those things where you can go learn a little bit about it,
- 5:21think that you've learned something, and then realize that
- 5:24there's lots of exceptions. And then you realize again that
- 5:28it's basically arbitrary as far as any non advanced tea ceremony
- 5:34practitioner is concerned. I have done quite a bit of
- 5:38research before this episode and put myself through a very unique
- 5:42form of torture. I decided to write out in an
- 5:45excel file across I think it was 5 different traditional blending
- 5:49houses. Every single poetic name.
- 5:52It was over 100 rows long. I think had I spent more time on
- 5:56this I could have done even more.
- 5:59And I put them all into one slide.
- 6:02And for the life of me, I cannot possibly believe that anyone in
- 6:07the world has any clue what's going on with all of these named
- 6:12products. You know, I say I bought.
- 6:15I don't know. Let me pick one.
- 6:16Fuji no Shiro. Right where someone's going to
- 6:19be. Oh, yeah.
- 6:19I know exactly what that should taste like.
- 6:21And then I'm. I moved to Uji no Mukashi.
- 6:24Yeah. Someone knows exactly what that
- 6:26tastes like and what company it's from and what the profile
- 6:28is. And you, you know, you compound
- 6:30this across 100 Matsu no Midori. And then there's also Matsu no
- 6:35Shiro. Do those two things have
- 6:37anything to do with each other? I don't know.
- 6:39Like matsu means pine, but like, you know, it's, it's such a mess
- 6:45and it's so confusing. And we think it does a lot of
- 6:48consumer harm. So that's the first argument
- 6:51around harm. And, you know, we're not arguing
- 6:53that it's good or bad, right? These poetic names are not going
- 6:57anywhere and they shouldn't go anywhere.
- 6:58They're actually a very interesting cultural artifact of
- 7:02Japanese society and of a traditional art.
- 7:07And we think that's actually a very good thing.
- 7:09And that needs to live on and be promoted and there needs to be
- 7:11new tea ceremony practitioners. You know, that's where all of
- 7:14this came from. But now that the consumer base
- 7:18has shifted so drastically to non tea ceremony practitioners,
- 7:23which are doing the vast majority of consumption, we
- 7:27think there's a lot of consumer harm for the people that
- 7:29actually drink it who can tries that majority.
- 7:32And then having spent a lot of time now with Japanese tea
- 7:35farmers and people who have interacted with Japanese tea
- 7:38farmers, we think that there's quite a bit of farmer harm as
- 7:42well, which leads us to question who does the current system
- 7:46benefit? And then at the very end of
- 7:48this, as a conclusion, we want to do like a, a cost benefit
- 7:52analysis just to, you know, it's in the matcha industry, people
- 7:57tend to over romanticize everything, especially for these
- 8:00very traditional crafts. And we want to just really re
- 8:03examine the assumption that everything traditional should be
- 8:08revered and what the primary and secondary effects are of the
- 8:13current systems that are in place.
- 8:14So that's the intention of this podcast.
- 8:17We're not trying to expose traditional matcha companies or
- 8:22criticize them. We're happy that they exist.
- 8:25Without them, there would be no much industry.
- 8:28It doesn't make them immune from the fact that there could be
- 8:32potential harm in the existing system to somebody, especially
- 8:37as it's changing. Yeah.
- 8:39Well, Ryan, going back to your original question, what does
- 8:42this system like? Who does this system benefit
- 8:46towards? I guess a more reasonable
- 8:50question will be like who does this system serve?
- 8:53You know, the the target has changed originally, you know,
- 8:57like it served the IT served the nobles of back in the days.
- 9:01And I think that's essentially why this poetic matcha naming
- 9:06scheme has such a strong root, because, you know, it was not
- 9:10for people to understand matcha. It's, it's for people to use
- 9:15matcha in a coherent way with tea ceremony with Channel U to,
- 9:20to coin a theme in Channel U to pinpoint a conversation topic.
- 9:26It's usually why this, this chart tunnel, you get summoned
- 9:30in the 1st place. It's for the samurai and for the
- 9:32ruling class to have a space, safe space to have
- 9:35conversations. So that's, you know, like the, I
- 9:39guess the original reason why these names are created.
- 9:43You have a lot of reference of these names coming from Ganjino,
- 9:47you know, Monogatali, that's a very traditional Japanese
- 9:51literature and many others. So for for people to actually,
- 9:55you know, understand and the meaning behind these poetic
- 9:57names, you need a lot of deep understanding of traditional
- 10:00Japanese culture. But that's no longer the case,
- 10:03right? In modern days, the the, you
- 10:06know, the target of service has changed from monarch to regular
- 10:12day-to-day consumers us and we don't necessarily have the
- 10:15contacts and we don't necessarily need the contacts to
- 10:19appreciate matcha. And you know, like the matcha is
- 10:22not going into a 100 year old Tamil good bowl and instead it's
- 10:28going to a paper cup, probably going to be mixed with oat milk
- 10:32or milk and it still tastes good.
- 10:34And that's the point of, you know, us enjoying or buying
- 10:38these matcha in the 1st place. And that's problematic, right?
- 10:41Like still using these names would not give consumer an
- 10:45opportunity to understand the usage that they care, they care
- 10:49about the flavor they care about.
- 10:51You know, how can I better pair a matcha with either milk or
- 10:56with either things that they are going to eat or drink along
- 10:59with? And that's the usage of modern
- 11:03day's matcha. Yeah, the context.
- 11:05Has changed and the context has changed.
- 11:09The context that you need to appreciate something has
- 11:12radically changed from being this very, what I'll call
- 11:17exclusive beverage. The average person, the amount
- 11:20of Labor that it took to make matcha 100 years ago is almost
- 11:23unthinkable. I mean, there are literally
- 11:25people sorting out leaves with chopsticks, right?
- 11:28Like this is like what much of production look like.
- 11:31And that was just one very narrow, tiny little step in that
- 11:34production process. This was not an every man's tea
- 11:38and the context to appreciate is completely changed and these
- 11:41older companies are adapting. I mean, you'll see traditional
- 11:45blend houses make a macho latte blend, but the vast majority of
- 11:49their offering is still has one foot or maybe 2 feet.
- 11:53Very much firmly planted in the old world, where now the people
- 11:59who are very interested in matcha and have a lot of
- 12:01purchasing power are interested in contextualizing and building
- 12:06preferences on a very different set of things.
- 12:09It's around where it was grown, who, who grew it, what
- 12:13processing steps made that thing unique?
- 12:16Was it a particular cultivar that expresses certain flavors
- 12:19and was there some type of intervention like honzu shading
- 12:22where they use rice straw canopies versus the synthetic
- 12:25ones? Was it the fact that they use
- 12:27natural fertilizer versus chemical fertilizer?
- 12:30Was it in regional production styles where you have the very
- 12:33umami expressive tea in Kyoto Prefecture and in Fukuoka, and
- 12:39especially in Yamai, you have the more roasty, toasty
- 12:41profiles? We contextualize and appreciate
- 12:44things very differently, and it's much less abstract and it's
- 12:48much more real as all of us want to know where our food comes
- 12:52from. But, you know, if you contrast
- 12:54that with poetic names, if you're a traditional Japanese
- 12:57tea ceremony student like we used to be and you were hosting
- 13:00a tea gathering, typically there's a theme in the spring,
- 13:04it might be springtime in the summer, it might be dedicated
- 13:07to, you know, that season. I've been to tea ceremonies in
- 13:11New York that the theme is New York and there's various little
- 13:15references, whether or not it's a New York to Chowan or tea ball
- 13:20or Mizu Sashi or all sorts of things kind of fun.
- 13:23And you usually match the poetic name to the occasion.
- 13:26That's kind of part of this appreciation and hospitality and
- 13:31hosting someone and creating themes.
- 13:34It's just so far from what most people actually care about in
- 13:37today's use case scenario. And you know, there's this
- 13:42interesting cultural trend both in the United States, but also
- 13:45all over the world of going to of trying to not get a watered
- 13:51down experience, trying to find the most traditional and
- 13:54authentic thing possible. I did a very awkward moment.
- 13:57I remember there's this Chinese take away place in my hometown
- 14:00growing up. And you know, it's Americanized
- 14:03Chinese food. And I remember standing there
- 14:05waiting for my food and this middle-aged older gentleman come
- 14:09comes in and he's a little ill mannered.
- 14:11And he asks the owner in very condescending tone, is this
- 14:17authentic? Are you serving authentic
- 14:19Chinese food? And the poor owner, who is like,
- 14:24clearly, like, I believe he's mainland Chinese and more recent
- 14:28immigrants, Yes. How do you approach that
- 14:30conversation? I mean, for anyone like else
- 14:37who's like a little more culturally aware, I mean, it's
- 14:39just an absurd question. There's no such thing as Chinese
- 14:42cuisine. Chinese.
- 14:43There's like 50 to 100 different styles of Chinese cuisine that
- 14:47are as different as what you'll find, you know, in the Midwest
- 14:51in Ohio versus down in Arizona. I mean, we're talking about
- 14:55radically different cuisine styles across China.
- 14:58But you know, there's this weird romanticization or fetishization
- 15:04of the real thing. And I think that as much as
- 15:08boom, that's why everyone's going to these traditional
- 15:10companies and that's kind of now that they're there, this current
- 15:15system is resulting in quite a bit of consumer harm and I think
- 15:18could really harm Matcha more broadly and for more consumers
- 15:22wanting to adopt it based on frustrating experiences.
- 15:25Yeah, I mean like, you know, for for these, there's no problem
- 15:28for me, like for, for these, you know, traditional houses and
- 15:33poetic matcha name to exist. I, you know, like I see the
- 15:37problem being the lack of, you know, the transparent labeling
- 15:42out there to content balance or to, you know, guide consumers
- 15:47from beginner to a more educated and more experienced consumer.
- 15:52Like the the path is so vague. Like for for a lot of people the
- 15:57entry point is the poetic matcha name, which is not really a good
- 16:02starting point to begin with. Absolutely.
- 16:05You cannot draw a straight line from the poetic name to what is
- 16:10inside at all, and we're going to go into that pretty soon here
- 16:13about why poetic names are so bad.
- 16:16Yeah, why don't we start from there, right?
- 16:20OK. The first thing to understand
- 16:21about matcha is that there is very little standardization
- 16:25behind matcha names and there are very little rules so long as
- 16:28you're not committing fraud. And so you can basically call
- 16:30anything, anything. You could get the bottom of the
- 16:32barrel matcha and advertise it as super ceremonial grade single
- 16:36origin, single cultivar. Technically in theory you could
- 16:40do that or give it any of these poetic names.
- 16:43So there's very little standardization and the matcha
- 16:46names are you can basically consider relatively arbitrary.
- 16:49They don't give any descriptive detail other than giving this
- 16:52feeling or sense. So something like white pine is
- 16:56one of the translation of these. It's much more abstract, but
- 17:01it's for people, especially people don't speak Japanese.
- 17:04It's arbitrary in the sense that it gives no descriptive detail.
- 17:07And some of you might be thinking if you're a little more
- 17:09experienced in matcha names, is, oh, no, there actually is a
- 17:12naming convention where you can add mukashi at the end of the
- 17:16name or shiro at the end of a name.
- 17:18If you go to one of these traditional houses in Japan and
- 17:21you know, you ask them to explain their matcha offerings,
- 17:24they'll say that mukashi, anything that ends in mukashi,
- 17:27is generally meant for koicha and can be consumed as thick and
- 17:31so much more concentrated, right?
- 17:32So if it's very bitter, it's going to taste disgusting.
- 17:35So usually it's a less bitter tea, usually more umami.
- 17:38And anything with the name shiro is generally lighter and more
- 17:41suitable for usucha. The problem with this rule is
- 17:45that it's completely inaccurate. There are exceptions left, right
- 17:50and center, and we've been to places where the cheapest tea on
- 17:53the menu had mukashi in the name.
- 17:56And even more confusing is that some of the same names are used
- 18:01between vendors. So Hatsu Mukashi is the really
- 18:05famous example where there's many examples of different
- 18:10traditional blend houses using this name.
- 18:12Some of them recommend that it's used for usicha or thin tea, and
- 18:17they price it very low. I think YPOTO prices there's
- 18:21around six U.S. dollars. And then you have other
- 18:24companies using the term Hatsumukashi and they're pricing
- 18:29it 30 to $40 and recommending it for koicha.
- 18:32So I mean, imagine you're just a random consumer and I don't
- 18:35know, pick your country, let's say Germany.
- 18:38And you're getting into matcha, you're looking through these
- 18:40houses, you're trying to build preferences and learn what's
- 18:43good, what's bad. And you get this can in a tatsu
- 18:46mukashi, you really love it. And then you go buy it from a
- 18:49different company and you realize that this is not the
- 18:51same product at all. So from a consumer standpoint,
- 18:55the name of the matcha between vendors is a it's a faux zemi.
- 18:59It's a false friend. You cannot use it to produce
- 19:02predict whether or not you'll like something else.
- 19:04So unless you're learning and memorizing both the name and the
- 19:08producer together and the flavor profile that came along with it,
- 19:13that's the only way you can build preference.
- 19:15So you have to go across all of these hundreds of products if
- 19:18you want to build a set of complex preferences about what
- 19:21you like and dislike. And there's very little
- 19:23predictors and additional information on any of these
- 19:26products to go off of other than the name.
- 19:29So it makes it really hard to form preferences like you can in
- 19:33something like wine. For example, you might know that
- 19:36you love the Pinot Noir grape, right?
- 19:39And if you have one in California, you might want to
- 19:41try one from France, or you might want to try one from, you
- 19:45know, I don't know, Zealand, the finger likes, or New Zealand,
- 19:48right? Or you might know that you don't
- 19:50like Cabernet Franc, like me. I don't like Cabernet Franc.
- 19:53I've tried it for many different countries.
- 19:55And the reason that I'm able to develop that preference is
- 19:57because I'm aware that that is in the product.
- 20:01But in matcha, you're not aware of anything.
- 20:03When something is just called hatsu mukashi, they don't tell
- 20:05you anything about it. I cannot form.
- 20:09It's not helping me become a more educated consumer where I'm
- 20:13able to buy something that I know I will like, other than
- 20:16arbitrarily memorizing all of these very foreign sounding
- 20:20names to me that are hard for me to pronounce.
- 20:24Yeah, I guess one of the ways that you can kind of solve the
- 20:27problem is to stick with one vendor.
- 20:29So you just keep buying, you know, Hazu Mukashi from, you
- 20:33know, let's say Hori Ishii Million and, you know, then,
- 20:36then you might be able to have a more predictable experience in
- 20:40the future. But I recently learned that it's
- 20:43not necessarily the case either. Saying matcha blend from the
- 20:46same house can change name too throughout history.
- 20:51That that's, that's very, you know, it's really not good.
- 20:55There's a very interesting cultural artifact that we wanted
- 20:57to talk about on this. So a lot of these poetic names
- 21:01are actually because it's a blend favored by a grand mouse
- 21:06master of some institution. So you have the large tea
- 21:10ceremony schools like a Mottasenke and Urdasenke.
- 21:13You also have some temples as well where they work with these
- 21:18blend houses to have these preferred blends that are it's
- 21:22the Urasenke blend, Amoto Senke blend, Mushina Koji Senke blend.
- 21:26Excuse me if I mispronounce that.
- 21:28And they encourage all of their students to buy it.
- 21:31And they were the traditional consumers, right?
- 21:35It's like being, you know, a really big buyer of some company
- 21:39and you know, you can work with them for some customization.
- 21:41And so it's a similar thing. But it turns out between
- 21:44generations of Iyamoto's or grand masters of these
- 21:47institutions, the same blend can change poetic names.
- 21:53So if there's a leadership change, the poetic name might
- 21:56change. And there's some examples of
- 21:58that that will post an article that we found.
- 22:00It's a really informative to read through more about the
- 22:04confusing aspects of understanding poetic names.
- 22:07You know, the barriers to entry just to even understanding
- 22:10poetic names are super high even on a single product basis.
- 22:16It's like. Be a China youth student to to
- 22:18follow the news essentially and more the information and have
- 22:23the, you know, taste reference of all of these products.
- 22:26It's, it's certainly an obviously, you know, a art, you
- 22:31know, like it's, it's artificially created information
- 22:34barrier. And you know, you know, it's
- 22:37channel you, right. That's how you, you, you
- 22:41demonstrate this exclusivity and separate you from regular, the
- 22:46date consumers essentially. So you know, that's, and that's,
- 22:50you know, that that's the point of why these barriers are
- 22:53created in the 1st place. And, and, and you know, for, for
- 22:57us, the reality has definitely changed.
- 23:00We are not coming from that side of the world anymore.
- 23:03And we and a lot of the regular date consumers, you know, we, we
- 23:08are buying much enough for not for China view, not for going to
- 23:12study tea ceremony, but for consuming the matcha itself.
- 23:17As a specialty product, we want to learn what is the inherent
- 23:21variation between regions and between cultivars and really
- 23:24discover the same world as like craft and specialty coffee or
- 23:29bean de bar chocolate or wine or anything else in the world.
- 23:32Matcha has such a rich and interesting specialty component
- 23:36to it that's completely obscured by these poetic names and
- 23:40traditional houses. Yeah.
- 23:42So I guess the change really needs to happen, you know, by
- 23:46eliminating the current naming scheme, but you know, create a
- 23:50new one. I think that that that will be a
- 23:52much healthier future for Matcha as a whole.
- 23:55And, you know, it already exists.
- 23:57I mean, you see a lot of companies now or they tell you
- 24:01that what were their descriptive names for the product?
- 24:04Like the product is named after the region or named after the
- 24:07cultivar. And then they'll tell you
- 24:08exactly what's in it, right? This is blank and blank Farmers
- 24:13blend, which is 80% Yabukita, 20% Siamidori.
- 24:18And it was from, you know, the last year's harvest.
- 24:21And they only did a single harvest that year and it was not
- 24:26handpicked and it was shaded for 30 days like that.
- 24:29That thankfully that does exist. And we have these two naming
- 24:32systems alongside one another. But what makes it even more
- 24:36confusing? So let's talk about consumers
- 24:38now that are in the middle of their journey.
- 24:40And I guess there's no endpoint, but let's say someone who's not
- 24:43a beginner, someone who's heard of a a few cultivars or
- 24:46cultivated varieties, You know, just like apples and grapes can
- 24:50have different expressions, like a Granny Smith versus a Red
- 24:53Delicious. Same thing in matcha.
- 24:55One of the first things you learn when you really want to
- 24:57get into matcha are a few cultivar names.
- 25:00So Yabakita is the most common. Asahi is like super ultra lux
- 25:05premium. You also have things like
- 25:07Siamidori, oki, midori, samidori.
- 25:10There's a lot of others and it gets even more confusing.
- 25:14So this is another point about why poetic names are harmful to
- 25:18consumers. They sometimes will put the
- 25:20cultivar word into a poetic name.
- 25:24So we were in Uji a couple of months ago and we saw Asahi
- 25:27Noshiro like oh that's cool right?
- 25:30It's a blend that has Asahi in it.
- 25:31Nope, 0% to Sahi and we had to ask and the the person we asked
- 25:38didn't know they had to ask someone else.
- 25:42Well, I mean, like, in their defense, Asahi is a very common
- 25:46name in, in Japan means the morning sun basically.
- 25:50So you have, you have a very, I guess, iconic imagery coming
- 25:55from the name that you see that in beer, you see that in tea,
- 26:00you see that in many other things that they will call it
- 26:03Asahi. So maybe for Japanese people,
- 26:06you know, this, this is just like, you know, a very ordinary
- 26:09name that has a very broad and general cultural association For
- 26:15us, you know, we, we know it's the name of a cultivar.
- 26:18And in this, you know, tea or much of context, we obviously
- 26:23would associate that back to, you know, something that we
- 26:27learned or something that we're familiar with.
- 26:29And that's a very different thinking mechanism because of
- 26:33this cultural difference or, you know, the the lack of certain
- 26:38cultural knowledge or exposure. Yeah, it's a form of cultural
- 26:43exclusivity for those that are in the know.
- 26:46But I even bet that those who are in the know might not be too
- 26:50sure, and they might still have to ask or confirm whether or not
- 26:53that has anything to do with the cultivar Asahi.
- 26:56Yeah, yeah, very likely. I mean, the next level of
- 27:00consumer harm is it just adds to the jargon.
- 27:03The vast majority of the matcha consumers in the world are not
- 27:07Japanese speakers. They don't know all these
- 27:09Japanese references. And there is so much jargon to
- 27:13learn to be a reasonably educated consumer.
- 27:17And I remember very early on in my matcha journey, I, I remember
- 27:21talking with you, Sam, and I was looking through a bunch of, I
- 27:23bought like, I don't know, 20 poetically named products
- 27:26thinking that I would learn something often to figure out
- 27:30that I, I looked back on all of my notes and tasting notes and I
- 27:34tried to capture all the detail of all the products.
- 27:38I didn't learn anything. I learned a little bit more
- 27:41about what flavors I liked and disliked, but I didn't learn to
- 27:44taste for cultivars or for regions or for anything like
- 27:48this. And there's just so much jargon.
- 27:50I remember looking at one of these names.
- 27:51I was like, Sam, is this name a cultivar?
- 27:54And like you didn't know you had to look it up.
- 27:56But thank, thank goodness you can read mostly read Japanese.
- 27:59And you could you could quickly reference whether or not it was
- 28:02so, you know, as a new consumer, a word like Oku Midori could
- 28:08just as easily be a poetic name as it could be a cultivar.
- 28:12And you compound this across all of the terminology you need to
- 28:15know to be a regionally competent buyer.
- 28:18Like Tazumi or handpick or hanzu, like the rice straw
- 28:22shading or chawan or like even really or China.
- 28:27You basic, basic terminology. It's really hard to like pin
- 28:31down what is what just to wrap your mind around.
- 28:34What am I buying? Yeah, I mean, as you progress in
- 28:39this journey of learning matcha, like all of these become, you
- 28:42know, interesting, you know, like they're they're always
- 28:44history and story behind all of these jargons and and and
- 28:48culture. But it made it very hard for
- 28:51beginners, almost intimidating for beginners to to to progress
- 28:55forward. So I think that, you know, like,
- 28:58and also for us, we keep advocating for transparent and
- 29:02more detailed labeling for Marsha.
- 29:04It doesn't really necessarily contradict with the traditional
- 29:08naming scheme. Like both things can exist very
- 29:11peacefully together in harmony. So I can definitely see a future
- 29:16of, you know, like both culture living very peacefully together
- 29:19and everybody being very happy. There's no, you know, it doesn't
- 29:24like these two naming scheme doesn't exclude each other.
- 29:28And for me, I think it will be healthier for them to live
- 29:31together. You know, they, they each
- 29:33represent a very, very interesting segment of consumer
- 29:38and consumer culture behind them, which I think, you know,
- 29:42it's, it's very interesting. It's almost you can see a bridge
- 29:45between the past and the present and the future.
- 29:48Yeah. It's just a shame that it's the
- 29:50entry point for so many new consumers, which is where this
- 29:55harm comes from, but. Certainly agree.
- 29:58Certainly. I agree with you, but I think
- 30:00it's going to hurt the industry in the long run if more
- 30:03companies do not start adopting descriptive matcha names and
- 30:07transparent labels because as a consumer you're only willing to
- 30:11get burned so many time. I mean, at the end of the day, I
- 30:14mean people are cost conscious and people want to spend as
- 30:17little money as possible for the best product possible, right?
- 30:21And if you get burned on a $3040 can of matcha enough times,
- 30:28right, you're going to fall off that bandwagon.
- 30:31Yeah, the the tuition is certainly high for Mata.
- 30:34It's extremely high at the moment, but like any of these
- 30:38new blossoming specialty industries, you see that same
- 30:41curve where that awareness and education, right?
- 30:46It's just so insanely high. We are still learning it and we,
- 30:50you know, we've been doing this full time for two years now.
- 30:53It's really difficult to that learning curve is just so high
- 30:57where you're separating poetic names from different regions,
- 31:00from different processes from different cultivars, all in an
- 31:03effort to figure out what will I like and what will this taste
- 31:08like based on all of those criteria.
- 31:11Because ultimately, taste is what wins.
- 31:13And actually have a very good segue here.
- 31:15So what do consumers do in this current paradigm?
- 31:19Very few people could go through any of the traditional matcha
- 31:22house's entire portfolio that can't afford to do that.
- 31:26I mean, even if you did buy every single one in one order,
- 31:31they're going to age at different rates as you consume
- 31:34all of them. So then you don't even know was
- 31:37it just too old or was it the tea itself?
- 31:41Because it's a product that needs to be consumed fresh.
- 31:45So what do consumers do? They use price as a proxy for
- 31:49quality. So ultimately price is what
- 31:53people are really making these purchasing decisions on because
- 31:57there's literally nothing else to go off of but the poetic
- 32:00name. It's a form of top down
- 32:02positioning where the companies are deciding this is good and
- 32:07these flavor profiles are worth paying for.
- 32:10And these are the value products where you know, maybe it's a
- 32:13more industrial process, but you don't even know.
- 32:16You don't know how it was milled.
- 32:17You don't know where it came from.
- 32:19You don't know what harvest season it was, whether or not it
- 32:22was first, second, third, maybe even 4th, let alone the cultivar
- 32:26or any of these other aspects that are really important to
- 32:29quality. Yeah, there's no point of
- 32:31reference. I mean, like most of these,
- 32:35these mystery powders sealing the canned are bland too.
- 32:39And you, you don't know, like sometimes you know, it's, it's
- 32:43good quality matcha, but you just don't like the taste
- 32:45profile of that specific blend. It's very likely to happen,
- 32:50actually. Yeah, people need to stop
- 32:52talking about good or bad tasting matcha.
- 32:54That's like such a reductive framework, right?
- 32:58There is a large variation of what people would consider quote
- 33:02good quality matcha and some of those flavor profiles you might
- 33:05really like and some of them you might really hate for reasons
- 33:09that have nothing to do with the very arbitrary concept around
- 33:13quality. Which leads me to the next point
- 33:16that we have written here is that there's a preference
- 33:18quality and price misalignment in traditional matcha.
- 33:22So what do I mean by that? When you look at this price
- 33:25lineup of different arbitrarily named matcha products, and in
- 33:30some cases it's 3040, fifty different products, all
- 33:34different blends of matcha. When you look across that whole
- 33:37range, who is the end customer? In a large percentage of them,
- 33:42it's the Iyamoto or the Grand Master of the institution that
- 33:45it was made for, who in nearly all cases, and I think it's
- 33:50100%, it could be wrong. There might be a few exceptions.
- 33:54It's all old Japanese men, almost exclusively men who are
- 33:59deciding what these blends should taste like and then
- 34:02dictating down which to their students or to the institution
- 34:06that they should buy these things.
- 34:08And so you have tea blenders who are also, by the way, almost
- 34:12entirely men, old men, old Japanese men, nothing against
- 34:17old Japanese men, but you have old Japanese men making things
- 34:20for old Japanese men that now have decided what this quality
- 34:25standard is. And that's creating this
- 34:28priceline up that we're that everyone else in the world is
- 34:32now using as a proxy for quality.
- 34:35And it that also, you know, harming consumers.
- 34:39Yeah. Well, I mean, it's a, it's a
- 34:43long talked about, you know, historic legacy of Japanese
- 34:47society, a very patriotic social structure that you can find the
- 34:52origin from, you know, hundreds, thousands of years ago.
- 34:56And, you know, this is really a piece of living fossil that we
- 35:00are experiencing right now. Yeah, with the good and the bad
- 35:04of the past and typically people really romanticize the good, but
- 35:09it's really worth thinking for a moment, you know, about how that
- 35:13fits into a modern context. I mean, try discussing your
- 35:17pronouns with one of the Iyamoto's of these large houses.
- 35:20I I don't think you're going to go very far.
- 35:22I listening to a very interesting podcast.
- 35:24I think it's called T life of a bunch of students who did
- 35:27Midorikai, which is a program put on by Era Sankay that you
- 35:33can go live and breathe and study Chan OU for a whole year.
- 35:37And it takes in a lot of foreigners.
- 35:39And they were saying that. And typically the people who go
- 35:42to this midorikai have been studying for quite a while.
- 35:45Sometimes it's a few years, sometimes it's a few decades.
- 35:48And typically they're studying somewhere else in the world.
- 35:51And then you can apply and then get invited to come study at
- 35:54headquarters in Kyoto. And they were saying that during
- 35:59the lessons, if you were a man, even if you had decade, 2
- 36:03decades less experience than some of your peers, they would
- 36:06be seated as first guest always. It is a very patriarchal, top
- 36:12down institution whose values do not necessarily fit into modern
- 36:16day society. Yeah.
- 36:17But you know, unfortunately for still a very large portion of
- 36:22the matcha industry, they are are still in charge being a
- 36:26point of authority and also a predictive buyer.
- 36:30And much of these industries still relying on them, which,
- 36:34you know, makes it very difficult for for people to make
- 36:37a change because, you know, they, they don't necessarily
- 36:40like much of the industry still serving them, not serving, you
- 36:44know, other people who, you know, care about different
- 36:47things. But luckily, we're seeing a
- 36:49change right now. You know, the dynamic has been
- 36:52shifted a little bit, but the for, you know, for the current
- 36:56days and for the near future, you know, we, we will still
- 36:59unfortunately, you know, see this as the, the, the status
- 37:02quo. Yeah, absolutely.
- 37:04And there are change makers within this institution.
- 37:07In that same episode it was very interesting.
- 37:10There was AI think it was in UCLA there's an RSNK program and
- 37:14in China you there's gendered movements and so the way you
- 37:17walk and there's some other things where you're supposed to
- 37:20act and behave and make certain gestures in a particular way,
- 37:24whether or not you're a man or a woman.
- 37:25And you know, the one teacher allows her students when they
- 37:29start to pick their gender. So a woman can pick masculine
- 37:34gestures or a man can pick feminine gestures and they
- 37:38cannot switch once they they've made it because, you know, you
- 37:41have to learn in a particular way and there's so much muscle
- 37:43memory. But they let their students pick
- 37:46their gendered gestures in. So, you know, it will probably
- 37:50change. And apparently there was almost
- 37:52a woman Iyamoto and Ersenge, but that didn't end up happening.
- 37:56There was a woman in the line. I guess the world wasn't quite
- 37:59ready for that yet. All I know a lot of tea ceremony
- 38:01practitioners were rooting for that.
- 38:03It didn't happen. The world has ready.
- 38:06Maybe Japan has not. Yeah.
- 38:10So it is getting better, but it is still a very old world system
- 38:14and I think a lot of consumers don't realize that so.
- 38:18It's very interesting to see the whole structure being almost a
- 38:22manifestation of the society in Japan.
- 38:26You know, like for the matcha industry, you, you have the
- 38:29farmers and you have the processors, the processing
- 38:32factories and you have the, the blend houses, essentially the
- 38:36buyers of all of these products. And then you have, you know, the
- 38:40Yamotos, the, the, the ultra buyer of the finished product
- 38:45being sitting on the very top. And, and they dictate based on
- 38:50their own preference and their own usage of what this matcha,
- 38:54what of these matchas needs to be, needs to be looked like,
- 38:57needs to be packaged and needs to be named.
- 39:00And nowadays you have consumers like us outside of Japan that
- 39:05doesn't care about, you know, that original usage or the the
- 39:10channel usage of these tea, essentially.
- 39:12On the other hand, we care about, you know, where it's
- 39:14coming from, how it was made and processed.
- 39:17You know, we care about the farmers.
- 39:18We care about the other end of the spectrum, which has
- 39:22historically been the very bottom of, you know, the
- 39:25Japanese society. Yeah, the Western value system's
- 39:29so different. Very.
- 39:30We care much more about farmers and where the food came from and
- 39:34how it was grown. That's our value system.
- 39:37Not the poetic gesture around how well it meets the theme.
- 39:41And that, you know, the grandmaster told us that this is
- 39:44good, so this is what we're buying.
- 39:47Yeah. Well, not talking about which
- 39:49one is you know better or than which, but this is difference
- 39:53that we are seeing right now. True, true.
- 39:56It just so happens that the majority who represents the
- 39:59consumers has shifted. Yeah.
- 40:01And as you were talking about, you know, like, you know what, I
- 40:03think it almost had a female. Yeah, Moto, they are changing
- 40:06too, but they're changing much slower than our consumers
- 40:10outside of Japan. Consumers, you know, change very
- 40:13fast in general. The adaptation will finally meet
- 40:16together. But you know, one is certainly
- 40:18faster than the other. That's a great point.
- 40:21Yeah, that's that makes sense. And you know the and that, I
- 40:25think, is why so many people idolize this traditional aspect.
- 40:29Change is intentionally slow, and they're not rushing into
- 40:32things. There's probably a lot of
- 40:33collective wisdom there around the pace of change and the
- 40:37process of change. I mean like channel view is not
- 40:42anti change right? Like each motto has the freedom
- 40:45of making one change in the culture.
- 40:48In their life. In their tradition, in their
- 40:50life. So they're not anti change.
- 40:52They're changing, certainly. Slowly.
- 40:54All right, so just to summarize the case for consumer harm for
- 40:58behind poetic poetic matcha names, the 1st for non Japanese
- 41:03speaking matcha consumers. The poetic matcha names are
- 41:06basically arbitrary. There are rules that people try
- 41:10to educate consumers on how to buy like the mukashi and Shiro
- 41:15naming conventions which are not true.
- 41:18Different companies we use the same name have complete and the
- 41:21products inside are completely different.
- 41:24You sometimes have cultivar names that are embedded inside
- 41:27the poetic name that have nothing to do with the cultivars
- 41:32used in the product. There is a cultural exclusivity
- 41:36around poetic naming intentions about what you're supposed to
- 41:41gather from that flavor profile of that matcha, and that if you
- 41:45don't have the cultural reference, which is I'd say 99%
- 41:48of consumers, you will not appreciate appreciate it, which
- 41:51is a form of cultural exclusion. And to add to the confusion,
- 41:55poetic names can change between emotos when they're custom
- 42:00blends for these large traditional institutions.
- 42:03And last but not least, it adds, sorry, there's two more.
- 42:06And next, it adds to the jargon that you have to learn and to
- 42:10navigate and really just exponentially increases the
- 42:13amount of terminology that you need to wrap your brain around
- 42:16as a non Japanese speaker. And last is that what ends up
- 42:20happening is that people use there's an over reliance of
- 42:24price as a proxy for quality. When these people, those buyers,
- 42:30whether or not they're in California, Ohio, Arizona,
- 42:33France, Germany, UK, the Philippines, pick your country.
- 42:37It is not made for them. The person who's clicking buy on
- 42:41the other side and they're using price is a proxy for quality,
- 42:44which sometimes it is, but really these products are not
- 42:47intended for them. So there's this top down
- 42:50positioning of being told what is good and what is bad, which
- 42:52is dictated by price, which is ultimately old Japanese men
- 42:56doing things for other old Japanese men.
- 42:59This is a reductive argument, but it is largely the case.
- 43:03That is just the reality of it. And that's my case for consumer
- 43:06harm of the current naming scheme.
- 43:09Yeah, very true. But we are seeing changes, so we
- 43:14let's stay tuned and be hopeful. We also wanted to discuss the
- 43:18harm to farmers as well in the fact that it totally commodifies
- 43:22their production when they're farming tea and it gets put into
- 43:26this nameless blend. These blend houses are very
- 43:29secretive. So say you're laboring all year
- 43:32to make the best Hansu shaded Asahi cultivar tea you can.
- 43:37You're trying so hard and you have to sell it to the blend
- 43:40house cuz that's, you know, your only buyer for X percentage of
- 43:44the crop of that tea. You have no clue where it goes.
- 43:48Does it go into the highest end product that they offer?
- 43:51Is it a blend component? You're just a nameless supplier
- 43:55where it completely commodifies what could be a really specialty
- 43:59product that has, you know, interesting provenance and
- 44:02process and descriptive detail about it is now being completely
- 44:06washed out. And you're basically an
- 44:08interchangeable part in service to all of this poetic blend
- 44:13system. Yeah.
- 44:14The problem about Japanese matcha industry is that each
- 44:18segment is very, very segmentized.
- 44:22They are very different group of people that are essentially not
- 44:27related to each other at all. And you know, for us, sometimes
- 44:30we make the correlation between matcha farmer to a wine farmer
- 44:35or a wine grower in, in, in, in the West, but it's essentially
- 44:40not the case, right? Like for for a lot of these wine
- 44:44makers in the West, they would essentially produce the finished
- 44:49product. They own the vineyards, they own
- 44:53the Chateau that makes the wine and they have the freedom to
- 44:55control what they will be. But that's not the case in
- 44:59Japan. For a lot of the tea farm tea
- 45:02farmers in Japan, they do not own the processing factory.
- 45:07They, they didn't sometimes even own the refinement factory.
- 45:11They they'd have to send their other shop for a local refiner
- 45:14to to get processed. So they have very little control
- 45:19of their creation that they have almost no power to make a
- 45:23narrative at all, which is. No power to create any
- 45:26narrative. Their voice is completely lost.
- 45:28I mean, imagine you're a young person in Japan who grew up in a
- 45:32rural area where there's tea farming and you see how hard
- 45:36your parents work, or you know, all these people working on all
- 45:39this tea production. What is the incentive for them
- 45:43to have that lifestyle versus moving to Tokyo and getting an
- 45:47interesting job in tech? For example, who wants to be a
- 45:52nameless interchangeable supplier?
- 45:54The incentive system is also a little perverse.
- 45:56Now, another thing is that there's very if, if, if you are
- 46:00exclusively selling to these blunt houses, which is a large
- 46:03percentage of Japanese tea farmers, then you have very
- 46:07little incentive to do anything innovative or anything
- 46:10interesting. Optimize across the buying
- 46:13criteria, which is flaw minimization.
- 46:16So there's scores for bitterness, astringency, for
- 46:19umami, for color, for uniformity of color, all of these things.
- 46:24And you're only optimizing what is measured.
- 46:27And what's measured is what these blend houses care about.
- 46:31Yeah, you are creating. A ingredient.
- 46:33Essentially it is a self fulfilling.
- 46:37Prophecy that all that there will be a homogenized taste
- 46:41because if you look at the economic incentives of the
- 46:44system it actually there's a secondary outcome of this is
- 46:49that it results in very little innovation right.
- 46:53It there's a, there's not really a targeted demographic of we
- 46:57heard that people in Europe love these very nutty profiles of
- 47:03matcha when it tasted like roasted hazelnuts or walnuts.
- 47:07No one's optimizing for that on the scale.
- 47:10And that they could be because of this existing system
- 47:13resulting in less innovation and resulting in over optimization
- 47:17for an incredibly narrow target demographic, which are all
- 47:21Japanese men. And there's probably all sorts
- 47:24of assumptions around what people will like and dislike in
- 47:27this industry. And there's actually a lot of
- 47:29very interesting examples if you look at other industries around
- 47:33assumptions that are made that turned out to be completely
- 47:36wrong about what people will like and dislike.
- 47:39There's this really cool new olive oil company called Graza
- 47:42that sources a special cultivar of olive oil, of olive to make
- 47:46olive oil in Spain. And apparently in Spain, all of
- 47:50these olive farmers believed that Americans would not like
- 47:53the taste of that cultivar of olives.
- 47:55And I guess it wasn't based on much.
- 47:58And they ordered some samples, started having people taste it.
- 48:02Everyone loved it. Another very successful company.
- 48:05And you could make the same case for like the specialty coffee
- 48:07movement and these more acidic coffees.
- 48:11There's probably lots of old grandpas, you know, in the
- 48:13States thinking, oh, who would ever like this?
- 48:16Who are the head of some old, you know, traditional coffee
- 48:20house that burns their coffee to ash, thinking who is ever going
- 48:24to like this? Turns out now it's like a ten,
- 48:27$20 billion industry, specialty coffee, largely serving what are
- 48:31more acidic profiles or kombucha.
- 48:34There's probably a lot of people in before the kombucha boom
- 48:37across the world that could not possibly understand how anyone
- 48:42would like the taste of kombucha.
- 48:44And very likely there's some matcha cult, you know, tea plant
- 48:49cultivars in Japan. They could be turned into matcha
- 48:51where people assume that people wouldn't like it or certain
- 48:54processing steps that people assume people didn't like or
- 48:58certain flavor profile of blends.
- 49:00There is such a lack of innovation by the fact that the
- 49:03craft of creating the product is centralized and it's centralized
- 49:08and trapped inside this traditional conformist Japanese
- 49:12society, versus letting innovation happen and having the
- 49:17craft of producing that product fall into a much more diverse
- 49:21set of hands could be a much more interesting industry.
- 49:25Yeah, it certainly would. And right now?
- 49:27We are, you know, seeing changes too, outside of Japan.
- 49:31We have people like Mark from Oika, you know, trying to milk
- 49:35matcha in America. And we have, you know, Brian
- 49:40from Matsumacha and trying to make their own blends in
- 49:43Singapore. These people out there are, you
- 49:46know, starting to, you know, gather agencies to make a
- 49:50change. And I think the right now the
- 49:53problem is that the acquiring such agency is so expensive
- 49:56outside of Japan and it has been expensive even inside of Japan
- 50:00too. That's so one of the core reason
- 50:03why a lot of these farmers or smaller scale producers do not
- 50:08necessarily have the capacity to do more innovation because it's
- 50:12just so expensive. It's expensive to buy the
- 50:14machine, expensive to acquire lands, expensive to construct
- 50:18the plant. It's even the knowledge.
- 50:22Barrier is expensive, just being educated and ask the right
- 50:25questions and it's a very good. Example of Matthew Effect,
- 50:30because you know, it has not been expensive in the past and
- 50:33the winners happens to be able to accomplish all of these back
- 50:38in the past. And right now it has gotten so
- 50:41expensive that you know, the the the later commerce just do not
- 50:45have the resources to compete. Yeah, it's.
- 50:50But you know, there's hope. We're starting to see more and
- 50:53more value added steps of craft, the craft of producing the
- 50:56product, leaving Japan's borders.
- 50:59Whether or not it's people like Brian who are blending their own
- 51:02matcha and listening to their customers in Singapore about
- 51:05what they like and dislike and trying to create flavor profiles
- 51:09to better match the preferences of his consumers.
- 51:12Or people like Mark who are doing radic transparent sourcing
- 51:16and then milling it fresh, offering a radically different
- 51:19product to consumers and not giving it a poetic name, but you
- 51:23know, incredible descriptive detail.
- 51:25So there's really, it's changing, it will change.
- 51:28We would like to be part of that change into the future with our
- 51:32mill that we're currently working on that can mill much
- 51:34afresh. We think the ability for people
- 51:37to source different tensha, blend it themselves and create
- 51:41new products or keep it a single origin, single cultivar and keep
- 51:45all the transparency and then milling it fresh much closer to
- 51:49the consumption point of the consumer can provide some
- 51:53infrastructure to lower the barriers of being a contributor
- 51:58to crafting products that people will like.
- 52:00Yeah, I guess we need to solve the.
- 52:02Problem one by one for very important part of these
- 52:07obstacles is the infrastructure, as you say, the machineries that
- 52:11required to, you know, do all of these jobs and we're starting
- 52:16from the mill and you know, in the future we will be working on
- 52:19other things to lower the bar even even further.
- 52:23Absolutely. That's our goal.
- 52:24So Zhongjun Sam, as we wrap up, if we were to do a very quick
- 52:29cost benefit analysis around poetic matcha names, who does it
- 52:33help and who doesn't hurt? Well, as we.
- 52:36Were talking about, you know the the origin of these poetic
- 52:40matcha names it helped to preserve a living culture.
- 52:44Certainly it was rooted upon that living culture, which is a
- 52:48channel you or tea ceremony in Japan and it's created to
- 52:53demonstrate exclusivity and power within that system.
- 52:57So there's no pros and cons within that culture.
- 53:00But you know, for us outside the system, it certainly confuses
- 53:04us. It's not helping people outside
- 53:06of Japan, people not studying channel you to enjoy and
- 53:10appreciate and, you know, learn more about matcha.
- 53:13So I think they're are essentially two groups of
- 53:16consumers out there that, you know, coexist together right now
- 53:21and will still coexist together in the future.
- 53:23And these two naming system will also coexist in the future.
- 53:28But one system doesn't really necessarily serve the other one.
- 53:33So that's my take from today's conversation.
- 53:38I mean, it's just old. World and New World type
- 53:40thinking. Now we have all the respect in
- 53:42the world for these traditional blend houses.
- 53:45I mean they were the original budget companies.
- 53:47None of these transparent sourcing companies existed and
- 53:51there there would be no foundation to work on had they
- 53:53not existed. But the pace of change is very
- 53:56different and consumers are going to them because they don't
- 53:59want to water down experience. So we thought it was very
- 54:02worthwhile and we're a very consumer minded company and we
- 54:06thought it was worthwhile to dig into the negative externalities
- 54:09of this existing system. So anyone that's listening knows
- 54:13more about this topic than us or has a very different
- 54:16perspective. We would love to hear from you.
- 54:18We'd love to record even an updated version of this.
- 54:22Maybe we'll do that in a year from now as we learn, as we grow
- 54:25and as we even better understand these systems.
- 54:28So you can take this very much as a snapshot in time reflection
- 54:33of the current system as we understand it.
- 54:35But we really like to get this dialogue started around,
- 54:38especially as new matcha companies enter the fold.
- 54:41It always kills me a little bit when I see a new matcha company
- 54:44come out with a few different products and they're all
- 54:47poetically named and I'm like, no, come on.
- 54:51Like we don't need, we don't need to continue this tradition.
- 54:54Let's let's let's put on modern value, the dark side, Ryan the
- 54:59dark. Side it's you know, everyone's
- 55:02going to. Do their own positioning and you
- 55:03know, you need companies. We need a diversity of new
- 55:06companies. But, you know, I think a lot of
- 55:08people just do it, you know, because they want to sound cool
- 55:11or traditional or, you know, have a frame their their value
- 55:16out in positioning of making traditional Japanese society and
- 55:20crafts like this more accessible to other people.
- 55:24But we should reexamine what the externalities are and if there's
- 55:28any harm in that, which is what this was an attempt of doing.
- 55:31Yeah, I guess essentially. We need to clarify who are we
- 55:37selling these muster to eventually, right?
- 55:39For traditional Channel U users, we already have a very large
- 55:45group of, you know, blend houses serving them.
- 55:47And for all of these new consumers outside of Japan or
- 55:51sometimes even inside of Japan too, newer generation Japanese
- 55:54consumers, they want to learn more about matcha.
- 55:57They want to study matcha from a very different aspect and using
- 56:01a different naming scheme, using a transparent labeling naming
- 56:06scheme, but will certainly help all of these new beginners to
- 56:10learn more to, you know, stay tuned to enjoy matcha in the
- 56:14future. And they will essentially be a
- 56:16very large group of people in the future.
- 56:19And you know, you have more people, you have more money and
- 56:22cascading down, you have more power to craft a new narrative
- 56:26of matcha. And you know, that's, I think
- 56:28that's very important absolutely that.
- 56:31Couldn't have been better put, and anything that gets in the
- 56:33way of consumers predicting whether or not they'll like
- 56:36something is a barrier that's going to destroy the potential
- 56:41future for matcha as a specialty product.
- 56:43The future of specialty matcha really depends on people.
- 56:47Being able to determine am I going to like this when you have
- 56:53a sea of arbitrary names is almost impossible other than
- 56:58using price as proxy, which has all these other negative
- 57:02externalities. So just like any other industry,
- 57:05if you're flying blind, you can't develop a very interesting
- 57:09set of consumers with interesting preferences.
- 57:12So it's just this weird world of poetic names that, you know, we
- 57:17don't want to see that continue in new matcha companies.
- 57:21You know, we want to see a new thriving industry of
- 57:23transparency that's human focused about the farmers and
- 57:28the product and where it came from and that whole and
- 57:31celebrating the fact that there's natural variation and
- 57:35what that is and being able to pinpoint what you like and don't
- 57:39like. That's what we get excited
- 57:41about. Yeah, well, changes.
- 57:44Are happening and they're happening fast.
- 57:45So yes, we might end up doing a another episode of this way
- 57:51earlier than we think. I hope so.
- 57:54I hope so. And you know, we hope to find
- 57:57more like minded people and invite them on and really turn
- 58:00this into a community based conversation.
- 58:02All right, I think that's all we have time for.
- 58:04So thanks so much for listening and we'll see you on the next
- 58:07one. See you in the next episode.
- 58:10Bye.