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Wonder Buys Tastemade – Is Mark Lore Trying to Give Everyone Their Own Personal Chef? · Omni Talk Retail

• 0:00
  Wonder
• 0:00
  Mark
• 0:01
  Laurie's
• 0:01
  food
• 0:01
  delivery
• 0:02
  startup
• 0:02
  Chris,
• 0:03
  once
• 0:03
  known
• 0:03
  for
• 0:03
  its
• 0:04
  fleet
• 0:04
  of
• 0:04
  kitchens
• 0:05
  on
• 0:05
  wheels,
• 0:05
  said
• 0:06
  it
• 0:06
  has
• 0:06
  acquired
• 0:07
  the
• 0:07
  media
• 0:07
  company
• 0:08
  tastemade.
• 0:09
  According
• 0:09
  to
• 0:09
  the
• 0:09
  Wall
• 0:10
  Street
• 0:10
  Journal,
• 0:10
  the
• 0:10
  purchase
• 0:11
  price
• 0:11
  was
• 0:11
  around
• 0:12
  $90
• 0:12
  million.
• 0:13
  Man,
• 0:13
  I
• 0:13
  want
• 0:14
  Mark
• 0:14
  Lori
• 0:14
  money.
• 0:15
  How
• 0:15
  do
• 0:15
  I
• 0:15
  get
• 0:15
  Mark
• 0:15
  Lori
• 0:16
  money?
• 0:16
  Chris,
• 0:16
  how
• 0:17
  do
• 0:17
  we
• 0:17
  do
• 0:17
  it?
• 0:17
  Because
• 0:18
  it
• 0:19
  sounds
• 0:19
  amazing.
• 0:20
  Timberwolves,
• 0:21
  you
• 0:22
  know,
• 0:22
  tastemades.
• 0:26
  Buy
• 0:27
  whatever
• 0:27
  you
• 0:27
  want.
• 0:28
  Okay,
• 0:28
  well,
• 0:28
  according
• 0:29
  according
• 0:29
  to
• 0:30
  people
• 0:30
  familiar
• 0:30
  with
• 0:30
  the
• 0:31
  transaction
• 0:31
  here,
• 0:32
  the
• 0:32
  deal
• 0:33
  is
• 0:33
  also
• 0:33
  the
• 0:33
  latest
• 0:34
  step
• 0:34
  in
• 0:34
  Wonder's
• 0:35
  effort
• 0:35
  to
• 0:36
  create
• 0:36
  a
• 0:36
  mealtime
• 0:37
  super
• 0:38
  app.
• 0:38
  Encompassing
• 0:39
  elements
• 0:39
  such
• 0:39
  as
• 0:39
  takeout
• 0:40
  delivery,
• 0:41
  meal
• 0:41
  kits,
• 0:42
  and
• 0:42
  now
• 0:42
  an
• 0:42
  international
• 0:43
  production
• 0:43
  company,
• 0:44
  content
• 0:44
  studio
• 0:45
  and
• 0:45
  advertising
• 0:46
  business,
• 0:47
  wonder
• 0:47
  in
• 0:47
  2023
• 0:48
  put
• 0:48
  the
• 0:49
  kibosh
• 0:49
  on
• 0:49
  its
• 0:50
  plan
• 0:50
  to
• 0:50
  build
• 0:50
  a
• 0:50
  nationwide
• 0:51
  fleet
• 0:52
  of
• 0:52
  kitchens
• 0:52
  and
• 0:52
  vans
• 0:53
  that
• 0:53
  cooked
• 0:54
  hot
• 0:54
  curbside
• 0:54
  meals.
• 0:55
  Shifting
• 0:55
  to
• 0:55
  a
• 0:55
  less
• 0:55
  complex,
• 0:56
  costly
• 0:56
  model,
• 0:57
  its
• 0:57
  flagship
• 0:57
  business
• 0:58
  now
• 0:58
  offers
• 0:58
  pickup
• 0:59
  delivery
• 0:59
  and
• 0:59
  dine
• 1:00
  in
• 1:00
  from
• 1:00
  multiple
• 1:01
  restaurant
• 1:01
  brands,
• 1:02
  prepping
• 1:02
  dishes
• 1:02
  in
• 1:03
  a
• 1:03
  large
• 1:03
  central
• 1:03
  kitchen
• 1:04
  and
• 1:04
  cooking
• 1:04
  them
• 1:04
  to
• 1:04
  order
• 1:05
  at
• 1:05
  38
• 1:06
  restaurant
• 1:06
  locations.
• 1:07
  It
• 1:07
  also
• 1:07
  acquired
• 1:08
  the
• 1:08
  meal
• 1:08
  kit
• 1:09
  brand
• 1:09
  Blue
• 1:09
  Apron
• 1:09
  in
• 1:10
  2023
• 1:11
  and
• 1:11
  the
• 1:11
  food
• 1:11
  delivery
• 1:12
  startup
• 1:12
  Grubhub
• 1:13
  in
• 1:13
  2024.
• 1:14
  The
• 1:14
  acquisition
• 1:15
  means
• 1:15
  viewers
• 1:15
  who
• 1:15
  want
• 1:16
  to
• 1:16
  watch
• 1:17
  a
• 1:17
  famous
• 1:17
  chef
• 1:18
  make
• 1:18
  her
• 1:18
  signature
• 1:19
  pasta
• 1:19
  on
• 1:19
  a
• 1:19
  tastemade
• 1:20
  streaming
• 1:20
  channel,
• 1:21
  for
• 1:21
  example,
• 1:22
  may
• 1:22
  soon
• 1:22
  be
• 1:22
  able
• 1:22
  to
• 1:23
  easily
• 1:23
  order
• 1:23
  the
• 1:24
  dish
• 1:24
  to
• 1:24
  their
• 1:24
  door
• 1:25
  through
• 1:25
  Wonder
• 1:25
  grubhub
• 1:26
  or
• 1:26
  Blue
• 1:27
  Apron,
• 1:27
  tastemade
• 1:28
  co
• 1:28
  founder
• 1:29
  and
• 1:29
  CEO
• 1:30
  Larry
• 1:30
  Fitzgibbon
• 1:31
  said.
• 1:31
  Chris,
• 1:32
  does
• 1:33
  Wonders
• 1:33
  tastemane
• 1:34
  acquisition
• 1:34
  make
• 1:34
  you
• 1:35
  more
• 1:35
  or
• 1:36
  less
• 1:36
  inclined
• 1:36
  to
• 1:37
  buy
• 1:37
  into
• 1:37
  Wonder's
• 1:38
  super
• 1:38
  app
• 1:38
  for
• 1:38
  mealtime
• 1:39
  positioning?
• 1:41
  Oh,
• 1:41
  man,
• 1:42
  the
• 1:42
  super
• 1:43
  app
• 1:43
  positioning.
• 1:44
  No,
• 1:46
  but
• 1:46
  I
• 1:46
  want
• 1:46
  to
• 1:46
  explain
• 1:46
  that,
• 1:47
  and
• 1:47
  I'm
• 1:47
  dying,
• 1:48
  too.
• 1:48
  But
• 1:48
  yeah,
• 1:49
  first
• 1:49
  of
• 1:49
  all,
• 1:49
  the
• 1:50
  valuation
• 1:50
  for
• 1:51
  Wonder
• 1:51
  is
• 1:51
  out
• 1:51
  of
• 1:52
  control.
• 1:52
  I
• 1:52
  mean,
• 1:52
  three
• 1:52
  and
• 1:52
  a
• 1:53
  half
• 1:53
  billion,
• 1:53
  I
• 1:53
  think
• 1:53
  they
• 1:54
  said
• 1:54
  no,
• 1:54
  2022
• 1:55
  is
• 1:55
  the
• 1:55
  last
• 1:55
  valuation.
• 1:56
  It's,
• 1:56
  if
• 1:56
  memory
• 1:56
  serves,
• 1:57
  and
• 1:57
  don't
• 1:57
  quote
• 1:57
  me
• 1:57
  on
• 1:57
  this,
• 1:57
  but
• 1:58
  I
• 1:58
  feel
• 1:58
  like
• 1:58
  Walmart
• 1:58
  acquired
• 1:59
  jet
• 1:59
  for
• 1:59
  3.6
• 2:00
  billion.
• 2:00
  If
• 2:01
  I'm
• 2:01
  not
• 2:01
  mistaken,
• 2:01
  it
• 2:01
  was
• 2:01
  something
• 2:02
  like
• 2:02
  around
• 2:02
  that.
• 2:03
  So,
• 2:03
  like,
• 2:03
  so
• 2:03
  this
• 2:04
  is.
• 2:04
  This
• 2:04
  is
• 2:04
  like
• 2:04
  nuts.
• 2:05
  It's
• 2:05
  out
• 2:05
  of
• 2:05
  control.
• 2:05
  But
• 2:06
  I
• 2:06
  gotta
• 2:07
  tell
• 2:07
  you,
• 2:07
  and
• 2:07
  like,
• 2:08
  I
• 2:08
  don't
• 2:08
  know,
• 2:08
  maybe
• 2:09
  I
• 2:09
  hit
• 2:09
  myself
• 2:09
  on
• 2:09
  the
• 2:09
  head
• 2:10
  last
• 2:10
  night
• 2:10
  as
• 2:10
  I
• 2:10
  was
• 2:10
  getting
• 2:11
  out
• 2:11
  of
• 2:11
  the
• 2:11
  shower
• 2:11
  or
• 2:11
  something,
• 2:12
  but
• 2:13
  I
• 2:13
  kind
• 2:13
  of
• 2:14
  more
• 2:14
  and
• 2:14
  more
• 2:14
  like
• 2:14
  what
• 2:15
  he's
• 2:15
  trying
• 2:15
  to
• 2:15
  do
• 2:15
  here.
• 2:16
  But
• 2:16
  instead
• 2:16
  of
• 2:17
  the
• 2:17
  super
• 2:17
  app
• 2:17
  for
• 2:18
  meal
• 2:18
  time,
• 2:19
  my
• 2:19
  handle
• 2:19
  would
• 2:19
  be
• 2:20
  like
• 2:20
  a
• 2:20
  personalized
• 2:21
  odd
• 2:21
  demand
• 2:21
  chef
• 2:22
  for
• 2:22
  anyone
• 2:22
  that
• 2:23
  wants
• 2:23
  one.
• 2:23
  That's
• 2:23
  really,
• 2:24
  I
• 2:24
  think,
• 2:24
  what
• 2:25
  hooks
• 2:25
  me
• 2:25
  here.
• 2:26
  I
• 2:26
  love
• 2:26
  that.
• 2:27
  Not
• 2:27
  for
• 2:27
  mealtime.
• 2:28
  I
• 2:28
  just
• 2:28
  don't
• 2:28
  get
• 2:28
  that.
• 2:28
  I'm
• 2:29
  like,
• 2:29
  what
• 2:29
  is
• 2:29
  that?
• 2:29
  But
• 2:30
  if
• 2:30
  you
• 2:30
  give
• 2:30
  me
• 2:30
  a
• 2:30
  personalized
• 2:31
  chef
• 2:32
  for
• 2:32
  everyone.
• 2:32
  If
• 2:32
  anyone
• 2:33
  in
• 2:33
  the
• 2:33
  world
• 2:33
  can
• 2:33
  have
• 2:33
  a
• 2:33
  personalized
• 2:34
  chef,
• 2:34
  that's
• 2:35
  cool.
• 2:36
  And.
• 2:37
  And
• 2:37
  Lori,
• 2:37
  like
• 2:37
  I
• 2:37
  mentioned
• 2:38
  earlier
• 2:38
  at
• 2:38
  the
• 2:38
  show,
• 2:38
  he's
• 2:39
  hitting
• 2:39
  on
• 2:39
  all
• 2:39
  the
• 2:40
  trends
• 2:40
  here.
• 2:40
  He's
• 2:40
  hitting
• 2:40
  on
• 2:41
  Food
• 2:41
  is
• 2:41
  medicine,
• 2:42
  the
• 2:42
  inspirational
• 2:43
  social
• 2:44
  commerce
• 2:44
  and
• 2:44
  conference
• 2:45
  conversational
• 2:45
  commerce
• 2:46
  angles
• 2:46
  as
• 2:46
  well.
• 2:47
  So
• 2:47
  you
• 2:48
  know,
• 2:48
  how.
• 2:49
  But
• 2:50
  my
• 2:50
  one
• 2:50
  question
• 2:50
  with
• 2:50
  this,
• 2:51
  though,
• 2:51
  is
• 2:51
  how.
• 2:52
  How
• 2:52
  in
• 2:52
  the
• 2:52
  world
• 2:52
  does
• 2:52
  anyone
• 2:53
  ever
• 2:53
  make
• 2:53
  money
• 2:54
  with
• 2:54
  that
• 2:54
  idea?
• 2:55
  Like,
• 2:55
  the
• 2:55
  logistics
• 2:56
  of
• 2:56
  it
• 2:56
  seem
• 2:56
  just
• 2:56
  impossible
• 2:57
  to
• 2:57
  line
• 2:57
  up
• 2:58
  all
• 2:58
  the
• 2:58
  ingredients
• 2:59
  to
• 2:59
  be
• 2:59
  everyone's
• 3:00
  chef
• 3:00
  on
• 3:01
  demand.
• 3:01
  But.
• 3:02
  But
• 3:02
  maybe
• 3:02
  there's
• 3:03
  like
• 3:03
  a
• 3:03
  middle
• 3:03
  ground
• 3:04
  here,
• 3:04
  an
• 3:04
  in
• 3:04
  between
• 3:04
  position
• 3:05
  that
• 3:05
  wonders
• 3:05
  trying
• 3:05
  to
• 3:06
  go
• 3:06
  for
• 3:06
  that.
• 3:06
  I
• 3:06
  just
• 3:06
  don't
• 3:07
  understand
• 3:07
  yet.
• 3:07
  And
• 3:07
  so,
• 3:08
  like.
• 3:08
  But
• 3:08
  just
• 3:08
  on
• 3:09
  the
• 3:09
  pure
• 3:09
  audacity
• 3:10
  side
• 3:10
  of
• 3:11
  venture
• 3:11
  capital,
• 3:12
  going
• 3:12
  after
• 3:12
  something
• 3:13
  big
• 3:13
  and
• 3:13
  bold
• 3:14
  for
• 3:14
  an
• 3:14
  idea
• 3:15
  that
• 3:15
  has
• 3:15
  a
• 3:16
  hook
• 3:16
  and
• 3:16
  could
• 3:17
  work,
• 3:17
  I
• 3:18
  think
• 3:18
  for
• 3:18
  that
• 3:18
  reason,
• 3:19
  I
• 3:19
  think
• 3:19
  it's
• 3:19
  a
• 3:19
  great
• 3:20
  idea,
• 3:20
  and
• 3:20
  I
• 3:21
  actually
• 3:21
  like
• 3:21
  it.
• 3:21
  And
• 3:22
  I
• 3:22
  don't
• 3:22
  know
• 3:22
  what's
• 3:22
  wrong
• 3:23
  with
• 3:23
  me.
• 3:23
  I
• 3:23
  don't
• 3:23
  know
• 3:23
  if
• 3:23
  I
• 3:23
  have
• 3:23
  a
• 3:24
  fever.
• 3:24
  I'm
• 3:24
  having
• 3:24
  a
• 3:25
  fever
• 3:25
  dream.
• 3:25
  I
• 3:25
  don't
• 3:26
  know.
• 3:26
  But
• 3:26
  I
• 3:26
  actually
• 3:27
  like
• 3:27
  something
• 3:28
  that
• 3:28
  Mark
• 3:28
  Laurie
• 3:29
  is
• 3:29
  doing
• 3:29
  now.
• 3:30
  I
• 3:30
  think
• 3:30
  people
• 3:31
  need
• 3:31
  to
• 3:31
  be
• 3:31
  cognizant
• 3:32
  of
• 3:32
  just
• 3:32
  how
• 3:32
  big
• 3:32
  they
• 3:33
  need
• 3:33
  to
• 3:33
  get
• 3:33
  behind
• 3:33
  this
• 3:34
  idea,
• 3:34
  which
• 3:34
  he's
• 3:35
  very
• 3:35
  good
• 3:35
  at
• 3:35
  doing.
• 3:36
  But
• 3:37
  fundamentally,
• 3:37
  as
• 3:38
  a
• 3:38
  concept,
• 3:38
  I.
• 3:38
  I
• 3:39
  like
• 3:39
  it
• 3:39
  in
• 3:40
  principle.
• 3:41
  Okay.
• 3:41
  But
• 3:41
  I.
• 3:42
  So
• 3:42
  I
• 3:42
  won.
• 3:43
  I
• 3:43
  love
• 3:43
  your.
• 3:44
  Your
• 3:44
  I.
• 3:44
  Your
• 3:45
  concept
• 3:45
  of,
• 3:46
  like,
• 3:46
  democratizing
• 3:47
  personal
• 3:47
  chefs
• 3:47
  for
• 3:48
  all
• 3:48
  people.
• 3:48
  But,
• 3:49
  Chris,
• 3:49
  like,
• 3:49
  if
• 3:49
  you
• 3:50
  had
• 3:50
  a
• 3:50
  personal
• 3:50
  chef,
• 3:51
  what
• 3:51
  is
• 3:51
  the
• 3:51
  beauty
• 3:52
  of
• 3:52
  having
• 3:53
  that
• 3:53
  personal
• 3:53
  chef?
• 3:54
  Like,
• 3:55
  the
• 3:55
  beauty
• 3:56
  of
• 3:56
  it
• 3:56
  is,
• 3:56
  like,
• 3:56
  all
• 3:57
  the
• 3:57
  ingredients
• 3:57
  that.
• 3:58
  And
• 3:58
  again,
• 3:59
  you're
• 3:59
  gonna.
• 3:59
  There's
• 3:59
  gonna
• 3:59
  be.
• 3:59
  Have
• 4:00
  to
• 4:00
  be
• 4:00
  a
• 4:00
  high
• 4:00
  willingness
• 4:00
  to
• 4:00
  pay
• 4:01
  for
• 4:01
  this
• 4:01
  too.
• 4:01
  But,
• 4:02
  But.
• 4:02
  But
• 4:03
  the
• 4:03
  beauty
• 4:03
  of
• 4:03
  it
• 4:03
  is
• 4:04
  that
• 4:05
  the
• 4:05
  beauty
• 4:05
  of
• 4:05
  it
• 4:05
  is,
• 4:05
  like,
• 4:06
  you
• 4:06
  know,
• 4:06
  if
• 4:06
  you
• 4:06
  have
• 4:06
  dietary
• 4:07
  restrictions
• 4:07
  or
• 4:08
  whatever
• 4:08
  you're
• 4:08
  in
• 4:08
  the
• 4:08
  mood
• 4:08
  for,
• 4:09
  you
• 4:09
  can
• 4:09
  go
• 4:09
  on
• 4:09
  the
• 4:09
  app,
• 4:10
  you
• 4:10
  can
• 4:10
  get
• 4:10
  in.
• 4:11
  You
• 4:11
  can
• 4:11
  actually
• 4:11
  just
• 4:11
  look
• 4:11
  through
• 4:12
  your
• 4:12
  social
• 4:12
  media
• 4:12
  feed.
• 4:13
  And,
• 4:13
  you
• 4:13
  know,
• 4:13
  with
• 4:14
  AI,
• 4:14
  it
• 4:14
  should,
• 4:14
  over
• 4:15
  time
• 4:15
  be
• 4:15
  able
• 4:15
  to
• 4:15
  understand
• 4:15
  all
• 4:16
  those
• 4:16
  things.
• 4:16
  So
• 4:16
  it
• 4:16
  can
• 4:17
  serve
• 4:17
  me
• 4:17
  up,
• 4:17
  like,
• 4:17
  10
• 4:17
  things
• 4:18
  I
• 4:18
  find
• 4:18
  inspiring
• 4:18
  for
• 4:19
  dinner.
• 4:19
  Boom.
• 4:19
  Click
• 4:20
  it.
• 4:20
  I
• 4:20
  want
• 4:20
  it.
• 4:20
  Here
• 4:21
  it
• 4:21
  comes
• 4:21
  to
• 4:21
  my
• 4:21
  house.
• 4:22
  That's.
• 4:22
  That's
• 4:22
  kind
• 4:23
  of
• 4:23
  cool.
• 4:23
  Yeah.
• 4:24
  Well,
• 4:24
  what
• 4:24
  you're
• 4:25
  getting
• 4:25
  to.
• 4:25
  And
• 4:26
  the
• 4:26
  question
• 4:26
  that
• 4:26
  I
• 4:27
  was
• 4:27
  asking
• 4:27
  you
• 4:27
  is
• 4:27
  really,
• 4:28
  you
• 4:28
  have
• 4:28
  choice.
• 4:29
  Because
• 4:29
  right
• 4:30
  now,
• 4:30
  when
• 4:31
  you
• 4:31
  get
• 4:31
  home
• 4:31
  and
• 4:32
  you
• 4:32
  want
• 4:32
  something
• 4:32
  to
• 4:33
  eat,
• 4:33
  you
• 4:33
  either
• 4:33
  have
• 4:34
  the
• 4:34
  option
• 4:34
  of
• 4:35
  making
• 4:35
  it,
• 4:36
  ordering
• 4:36
  all
• 4:36
  the
• 4:37
  ingredients,
• 4:37
  or
• 4:37
  going
• 4:38
  to
• 4:38
  the
• 4:38
  store
• 4:38
  to
• 4:38
  get
• 4:38
  all
• 4:38
  the
• 4:39
  ingredients
• 4:40
  or
• 4:40
  doordashing
• 4:41
  something
• 4:42
  and
• 4:42
  you
• 4:42
  know,
• 4:43
  you're
• 4:43
  getting
• 4:43
  the
• 4:43
  best
• 4:43
  case
• 4:44
  scenario.
• 4:44
  And
• 4:44
  so
• 4:44
  what
• 4:45
  I
• 4:45
  actually
• 4:45
  really
• 4:46
  like
• 4:46
  about
• 4:46
  this
• 4:47
  is
• 4:47
  that
• 4:47
  when
• 4:47
  you
• 4:47
  look
• 4:47
  at
• 4:48
  all
• 4:48
  the
• 4:48
  pieces
• 4:48
  that
• 4:49
  Laurie's
• 4:49
  bringing
• 4:49
  together
• 4:50
  here,
• 4:50
  he's
• 4:51
  bringing
• 4:51
  in
• 4:51
  the
• 4:52
  more
• 4:52
  opportunity
• 4:53
  and
• 4:53
  choice
• 4:54
  for
• 4:54
  the
• 4:54
  consumer.
• 4:55
  I
• 4:55
  think
• 4:55
  it
• 4:56
  still
• 4:56
  plays
• 4:56
  on
• 4:57
  Gen
• 4:57
  Z,
• 4:57
  especially
• 4:58
  their
• 4:58
  willingness
• 4:59
  to
• 4:59
  like
• 4:59
  doordash
• 5:00
  anything.
• 5:01
  They'll
• 5:01
  doordash
• 5:02
  food
• 5:02
  instead
• 5:02
  of
• 5:02
  making
• 5:03
  it.
• 5:03
  But
• 5:03
  instead
• 5:04
  of
• 5:04
  worrying
• 5:04
  of
• 5:05
  paying
• 5:05
  the
• 5:05
  fees
• 5:06
  to
• 5:06
  have
• 5:06
  that
• 5:06
  meal
• 5:06
  prepared,
• 5:07
  you,
• 5:07
  you
• 5:07
  could
• 5:08
  also
• 5:08
  potentially
• 5:09
  be
• 5:09
  like,
• 5:09
  you
• 5:10
  know
• 5:10
  what?
• 5:10
  I,
• 5:10
  I'm
• 5:10
  in
• 5:10
  the
• 5:11
  mood
• 5:11
  for
• 5:11
  tacos
• 5:12
  tonight.
• 5:12
  And
• 5:12
  you
• 5:13
  can
• 5:13
  do
• 5:13
  Blue
• 5:13
  Apron
• 5:14
  to
• 5:14
  your
• 5:15
  house
• 5:15
  in,
• 5:15
  you
• 5:15
  know,
• 5:16
  no
• 5:16
  time
• 5:16
  at
• 5:16
  all.
• 5:17
  You.
• 5:17
  And
• 5:17
  maybe
• 5:17
  that's
• 5:17
  a
• 5:18
  little
• 5:18
  bit
• 5:18
  less
• 5:18
  than
• 5:18
  ordering
• 5:19
  prepared
• 5:20
  tacos
• 5:20
  from
• 5:20
  your
• 5:21
  local
• 5:21
  taco
• 5:21
  restaurant
• 5:22
  like
• 5:22
  there.
• 5:22
  I
• 5:22
  think
• 5:23
  it's
• 5:23
  giving
• 5:23
  people
• 5:24
  a
• 5:24
  little
• 5:25
  bit
• 5:25
  of
• 5:25
  an
• 5:25
  ability
• 5:25
  to
• 5:26
  lever
• 5:26
  up.
• 5:26
  You
• 5:26
  could
• 5:26
  still
• 5:27
  cook
• 5:27
  it,
• 5:27
  you're
• 5:27
  saying,
• 5:27
  if
• 5:27
  you
• 5:28
  want
• 5:28
  to.
• 5:28
  Exactly,
• 5:29
  exactly.
• 5:29
  So
• 5:29
  I
• 5:29
  think
• 5:30
  that's
• 5:30
  the
• 5:30
  smart
• 5:31
  thing
• 5:31
  here.
• 5:31
  Or
• 5:32
  you
• 5:32
  know,
• 5:32
  you're
• 5:32
  getting
• 5:33
  inspired
• 5:33
  by
• 5:33
  like
• 5:34
  you
• 5:34
  said,
• 5:34
  watching
• 5:34
  a
• 5:35
  cooking
• 5:35
  video
• 5:35
  and
• 5:35
  you
• 5:35
  want
• 5:36
  to
• 5:36
  do
• 5:36
  that
• 5:36
  thing.
• 5:37
  Do
• 5:37
  you
• 5:37
  want
• 5:38
  to
• 5:38
  make
• 5:38
  it
• 5:39
  yourself
• 5:39
  that
• 5:39
  night
• 5:39
  or
• 5:40
  do
• 5:40
  you
• 5:40
  want
• 5:40
  it
• 5:40
  to
• 5:40
  come
• 5:41
  prepared
• 5:41
  for
• 5:41
  you?
• 5:42
  Like
• 5:42
  I
• 5:42
  think
• 5:42
  it's
• 5:43
  taking
• 5:43
  all
• 5:43
  of.
• 5:43
  Those
• 5:44
  trade
• 5:44
  offs,
• 5:44
  all
• 5:44
  that.
• 5:45
  Yeah,
• 5:45
  exactly.
• 5:46
  That
• 5:46
  you
• 5:46
  cannot
• 5:47
  do
• 5:47
  right
• 5:47
  now.
• 5:48
  And
• 5:48
  that's
• 5:48
  where
• 5:48
  it's
• 5:49
  like
• 5:49
  if
• 5:49
  we're
• 5:50
  using
• 5:50
  the
• 5:50
  term
• 5:50
  super
• 5:51
  app,
• 5:51
  I
• 5:51
  think
• 5:51
  that's
• 5:52
  where
• 5:52
  the,
• 5:52
  the
• 5:53
  beauty
• 5:53
  of
• 5:53
  this
• 5:53
  is.
• 5:53
  Not
• 5:54
  that
• 5:54
  it's
• 5:54
  going
• 5:54
  to
• 5:54
  be
• 5:54
  like
• 5:55
  solving
• 5:55
  all
• 5:55
  of
• 5:55
  your
• 5:56
  problems
• 5:56
  and
• 5:56
  you
• 5:56
  only
• 5:57
  have
• 5:57
  one
• 5:57
  app
• 5:58
  that
• 5:58
  you're
• 5:58
  like,
• 5:59
  it's
• 5:59
  not
• 5:59
  Alibaba
• 6:00
  or
• 6:00
  something
• 6:00
  in
• 6:00
  China.
• 6:00
  It's
• 6:01
  really
• 6:01
  just
• 6:01
  how
• 6:02
  do
• 6:02
  you
• 6:02
  figure
• 6:02
  out
• 6:02
  how
• 6:03
  to
• 6:03
  give
• 6:03
  people
• 6:03
  the
• 6:03
  most
• 6:04
  cost
• 6:05
  benefit
• 6:05
  and
• 6:06
  convenience
• 6:06
  benefit
• 6:07
  here
• 6:07
  to
• 6:07
  get
• 6:07
  what
• 6:08
  they
• 6:08
  want
• 6:08
  in
• 6:09
  a
• 6:09
  shorter
• 6:09
  amount
• 6:09
  of
• 6:10
  time
• 6:10
  that
• 6:10
  Blue
• 6:10
  Apron
• 6:11
  couldn't
• 6:11
  do
• 6:11
  on
• 6:11
  their
• 6:11
  own.
• 6:11
  Grubhub
• 6:12
  can't
• 6:12
  do
• 6:12
  on
• 6:12
  their
• 6:13
  own.
• 6:13
  And
• 6:14
  now
• 6:14
  finally
• 6:15
  you
• 6:15
  have
• 6:16
  an
• 6:16
  advertising
• 6:17
  platform
• 6:18
  where
• 6:18
  all
• 6:18
  of
• 6:19
  these
• 6:19
  brands
• 6:19
  now
• 6:20
  can
• 6:20
  potentially
• 6:21
  come
• 6:22
  in
• 6:22
  to
• 6:22
  help
• 6:22
  maybe
• 6:23
  even
• 6:23
  subsidize
• 6:24
  some
• 6:24
  of
• 6:24
  those
• 6:24
  delivery
• 6:25
  fees
• 6:25
  like
• 6:25
  that.
• 6:26
  All
• 6:26
  of
• 6:26
  this
• 6:26
  money
• 6:27
  is
• 6:27
  being
• 6:27
  fueled
• 6:28
  into
• 6:28
  this
• 6:28
  organization
• 6:29
  to
• 6:29
  again
• 6:30
  continue
• 6:30
  to
• 6:30
  provide
• 6:31
  maybe
• 6:31
  more
• 6:32
  opportunities
• 6:32
  now
• 6:33
  for,
• 6:33
  for
• 6:33
  consumers
• 6:34
  to
• 6:34
  get
• 6:34
  this
• 6:34
  at
• 6:34
  a
• 6:35
  lower
• 6:35
  price.
• 6:35
  Like
• 6:35
  you,
• 6:36
  you
• 6:36
  watch
• 6:36
  the
• 6:36
  full
• 6:37
  video
• 6:37
  or
• 6:37
  the
• 6:37
  full
• 6:38
  ad
• 6:38
  like
• 6:38
  we
• 6:38
  do
• 6:38
  on
• 6:38
  YouTube
• 6:39
  and
• 6:39
  then
• 6:39
  you
• 6:39
  get
• 6:40
  $5
• 6:40
  off
• 6:41
  at
• 6:41
  the
• 6:41
  end
• 6:41
  your
• 6:42
  delivery
• 6:42
  or
• 6:42
  you
• 6:42
  get
• 6:43
  free
• 6:43
  delivery.
• 6:43
  Like
• 6:43
  there's
• 6:44
  so
• 6:44
  many
• 6:44
  levers
• 6:45
  here
• 6:45
  that
• 6:45
  I
• 6:46
  think
• 6:46
  Mark
• 6:46
  Laurie
• 6:46
  is
• 6:47
  very
• 6:47
  smartly
• 6:48
  positioning
• 6:49
  for
• 6:49
  the
• 6:49
  next
• 6:50
  generation
• 6:50
  of
• 6:51
  food
• 6:51
  consumption
• 6:52
  and
• 6:52
  ordering.
• 6:53
  So
• 6:53
  that's,
• 6:53
  that's
• 6:54
  where
• 6:54
  I
• 6:54
  think
• 6:54
  the
• 6:54
  magic
• 6:55
  really
• 6:55
  really
• 6:56
  comes
• 6:56
  into
• 6:56
  play
• 6:56
  here.
• 6:57
  Yeah.
• 6:57
  Yeah,
• 6:58
  right.
• 6:58
  Yeah.
• 6:58
  No,
• 6:58
  you're
• 6:59
  bringing
• 6:59
  up
• 6:59
  some
• 6:59
  good
• 6:59
  points.
• 6:59
  The
• 6:59
  devil's,
• 7:00
  of
• 7:00
  course,
• 7:00
  in
• 7:00
  the
• 7:00
  details
• 7:00
  of
• 7:00
  can
• 7:00
  you
• 7:01
  actually
• 7:01
  make
• 7:01
  this
• 7:01
  work
• 7:02
  at.
• 7:02
  Oh,
• 7:02
  God.
• 7:02
  Right.
• 7:02
  Like.
• 7:03
  Like
• 7:03
  assembling
• 7:04
  all
• 7:04
  those
• 7:04
  ingredients
• 7:05
  and
• 7:05
  getting
• 7:05
  them
• 7:05
  to
• 7:06
  be
• 7:06
  able
• 7:06
  to
• 7:06
  do
• 7:06
  this?
• 7:06
  It
• 7:07
  just
• 7:07
  seems,
• 7:07
  like,
• 7:08
  impossible
• 7:08
  to
• 7:08
  me
• 7:09
  without,
• 7:09
  you
• 7:09
  know,
• 7:10
  charging
• 7:10
  just
• 7:10
  a
• 7:10
  hell
• 7:11
  of
• 7:11
  a
• 7:11
  lot
• 7:11
  of
• 7:11
  money,
• 7:11
  but
• 7:11
  I
• 7:12
  don't
• 7:12
  know.
• 7:12
  Maybe.
• 7:12
  But
• 7:13
  I
• 7:13
  think
• 7:13
  the
• 7:13
  point
• 7:13
  you're
• 7:13
  bringing
• 7:14
  up,
• 7:14
  though,
• 7:14
  is
• 7:14
  really
• 7:14
  interesting,
• 7:15
  is
• 7:15
  like,
• 7:15
  you
• 7:15
  know,
• 7:15
  the
• 7:16
  one.
• 7:16
  It
• 7:16
  is
• 7:16
  a
• 7:16
  universal
• 7:17
  point
• 7:17
  of
• 7:17
  friction.
• 7:18
  Food,
• 7:18
  you
• 7:18
  know,
• 7:18
  and
• 7:19
  what
• 7:19
  we
• 7:19
  eat
• 7:20
  is
• 7:20
  constrained
• 7:21
  by
• 7:21
  what
• 7:21
  we
• 7:21
  have
• 7:21
  available
• 7:22
  and
• 7:22
  what
• 7:22
  we
• 7:22
  know
• 7:23
  how
• 7:23
  to
• 7:23
  do.
• 7:23
  And
• 7:23
  so
• 7:24
  this
• 7:24
  is
• 7:24
  eliminating
• 7:25
  that
• 7:25
  point
• 7:26
  of
• 7:26
  friction
• 7:26
  in
• 7:26
  people's
• 7:27
  lives,
• 7:27
  potentially,
• 7:28
  as
• 7:28
  a
• 7:28
  concept,
• 7:29
  because
• 7:29
  it
• 7:29
  gives
• 7:29
  you
• 7:29
  choice.
• 7:30
  And,
• 7:30
  you
• 7:30
  know,
• 7:30
  what
• 7:31
  does
• 7:31
  Bezos
• 7:31
  always
• 7:31
  say?
• 7:32
  Choice
• 7:32
  is
• 7:32
  one
• 7:32
  of
• 7:32
  the
• 7:32
  universal
• 7:33
  truths
• 7:34
  of
• 7:34
  the
• 7:34
  human
• 7:34
  psyche.
• 7:35
  And
• 7:35
  so
• 7:35
  I
• 7:35
  think
• 7:35
  you're
• 7:36
  hitting
• 7:36
  on
• 7:36
  it,
• 7:36
  and
• 7:36
  I
• 7:36
  think.
• 7:37
  Yeah,
• 7:37
  so
• 7:37
  we
• 7:38
  both
• 7:38
  like
• 7:38
  this.
• 7:38
  I'm
• 7:38
  surprised.
• 7:39
  I
• 7:39
  was
• 7:39
  kind
• 7:39
  of
• 7:39
  surprised
• 7:39
  that
• 7:40
  you're
• 7:40
  kind
• 7:40
  of
• 7:40
  in
• 7:40
  on
• 7:40
  this,
• 7:40
  too.
• 7:41
  So
• 7:41
  that's
• 7:42
  fascinating.
• 7:42
  Well,
• 7:43
  at
• 7:43
  this
• 7:44
  point
• 7:44
  in
• 7:44
  time,
• 7:44
  like,
• 7:44
  if
• 7:44
  Mark
• 7:45
  Laurie
• 7:45
  is
• 7:45
  going
• 7:45
  to
• 7:45
  do
• 7:45
  it,
• 7:46
  I
• 7:46
  need
• 7:46
  to
• 7:46
  learn
• 7:47
  a
• 7:47
  thing
• 7:47
  or
• 7:47
  two.
• 7:47
  He
• 7:47
  needs
• 7:48
  to
• 7:48
  write
• 7:48
  a
• 7:48
  book
• 7:48
  so
• 7:48
  we
• 7:49
  can
• 7:49
  all
• 7:49
  learn
• 7:49
  how
• 7:49
  to.
• 7:49
  How
• 7:50
  to
• 7:50
  just,
• 7:50
  like,
• 7:50
  open
• 7:51
  our
• 7:51
  mouths
• 7:51
  and
• 7:52
  no
• 7:52
  words
• 7:52
  come
• 7:52
  out
• 7:52
  and
• 7:53
  people
• 7:53
  just
• 7:53
  start
• 7:53
  throwing
• 7:53
  money
• 7:54
  at
• 7:54
  us.
• 7:54
  This
• 7:54
  is.
• 7:54
  I
• 7:55
  need
• 7:55
  to
• 7:55
  figure
• 7:56
  out
• 7:56
  how
• 7:56
  to.
• 7:56
  How
• 7:56
  I
• 7:57
  can
• 7:57
  make
• 7:57
  a
• 7:57
  career
• 7:58
  out
• 7:58
  of
• 7:58
  that.
• 7:58
  So
• 7:59
  I'll
• 7:59
  follow.
• 7:59
  Interesting.
• 8:00
  Until
• 8:00
  this.
• 8:00
  Yeah,
• 8:01
  until
• 8:01
  the.
• 8:02
  Until,
• 8:02
  you
• 8:03
  know,
• 8:03
  until
• 8:03
  we
• 8:03
  find
• 8:03
  out
• 8:03
  what
• 8:03
  happens.
• 8:04
  You
• 8:04
  know,
• 8:04
  we'll
• 8:04
  probably
• 8:04
  follow
• 8:05
  them
• 8:05
  on
• 8:05
  the
• 8:05
  next
• 8:05
  one,
• 8:05
  too.
• 8:06
  It's
• 8:06
  an
• 8:06
  interesting
• 8:06
  pivot,
• 8:07
  though,
• 8:07
  too.
• 8:07
  Like,
• 8:07
  you
• 8:07
  know,
• 8:07
  they
• 8:08
  start
• 8:08
  out
• 8:08
  with
• 8:08
  the
• 8:08
  food
• 8:08
  trucks,
• 8:09
  and
• 8:09
  we're
• 8:09
  always
• 8:09
  like,
• 8:09
  how's
• 8:10
  that
• 8:10
  going
• 8:10
  to
• 8:10
  scale?
• 8:10
  You
• 8:11
  can't
• 8:11
  scale
• 8:11
  that.
• 8:11
  You
• 8:11
  can't
• 8:11
  have
• 8:12
  food
• 8:12
  trucks
• 8:12
  everywhere.
• 8:13
  You
• 8:13
  know,
• 8:13
  that's
• 8:13
  just
• 8:13
  not
• 8:14
  economical
• 8:14
  because
• 8:14
  you
• 8:15
  need
• 8:15
  one
• 8:15
  everywhere
• 8:15
  you
• 8:15
  go.
• 8:16
  But,
• 8:16
  you
• 8:16
  know,
• 8:16
  if
• 8:16
  they
• 8:17
  can
• 8:17
  find
• 8:17
  a
• 8:17
  centralized
• 8:17
  kitchen,
• 8:18
  you
• 8:18
  know,
• 8:18
  and
• 8:18
  figure
• 8:18
  this
• 8:19
  out.
• 8:19
  I
• 8:19
  don't
• 8:19
  know.
• 8:19
  I.
• 8:20
  I.
• 8:20
  Greater
• 8:21
  men
• 8:21
  than
• 8:21
  you
• 8:21
  and
• 8:21
  I,
• 8:22
  Greater
• 8:22
  men
• 8:22
  and
• 8:22
  women
• 8:23
  and
• 8:23
  everyone
• 8:23
  else
• 8:23
  than
• 8:24
  you
• 8:24
  and
• 8:24
  I
• 8:24
  have.
• 8:24
  Have.
• 8:25
  Have
• 8:26
  probably
• 8:26
  more
• 8:26
  experience
• 8:26
  on.
• 8:27
  On
• 8:27
  the.
• 8:27
  The
• 8:27
  cloud
• 8:28
  kitchen
• 8:28
  aspect
• 8:29
  of
• 8:29
  this,
• 8:29
  and.
• 8:29
  But,
• 8:29
  God,
• 8:30
  it's
• 8:31
  audacious.