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patio11's profile
Patrick McKenzie
Patrick McKenzie
Patrick McKenzie
@patio11

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Patrick McKenzie

@patio11

I work for the Internet, at @stripe, mostly on accelerating startups. Opinions here are my own.

東京都 Tokyo
kalzumeus.com
Joined February 2009

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    1. Patrick McKenzie‏ @patio11 12 Sep 2018
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      I think it is underappreciated how much delivery apps are going to change food production and consumption, specifically via the mechanism of replacing expensive retail footage with relatively cheap industrial kitchens running multiple brands across all the apps.

      14 replies 92 retweets 427 likes
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    2. Patrick McKenzie‏ @patio11 12 Sep 2018
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      This model (commissaries) already provides food for airlines, Starbucks, and a variety of places which can't have an on-site kitchen, but just-in-time logistics mean that they'll be able to compete on palatability rather than merely price and shelf stability.

      5 replies 8 retweets 76 likes
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    3. Patrick McKenzie‏ @patio11 12 Sep 2018
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      Also this is one of those virtuous cycles created by infrastructure: the reason you can get delicious food from convenience stores in Japan for ~$5 and can't in the US is because Japanese convenience stores hook to a network that can source 500 meals like that every morning.

      1 reply 15 retweets 145 likes
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      Patrick McKenzie‏ @patio11 12 Sep 2018
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      After the US has a variety of commissaries in most cities which are staffed up and serving the just-in-time crowd via apps, that infrastructure will get re-used by other players offering things like e.g. "We're going to be a catering firm with no kitchens."

      7:08 PM - 12 Sep 2018
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      • ADoug Shane Reustle Sumukh Sridhara Armchair views 💗💜💙 Leonardo en 🏠 ContrarianPragmatist craigsuperstar серафими многоꙮчитїи dobkaeras
      5 replies 7 retweets 50 likes
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        2. Patrick McKenzie‏ @patio11 12 Sep 2018
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          A thing which we kicked around doing at Starfighter (purely for marketing purposes) was making an API to get pizza, because pizza is deliverable, desirable and is already available in most places approximately as describable and fungible as an m3.medium is on AWS.

          4 replies 2 retweets 41 likes
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        3. Patrick McKenzie‏ @patio11 12 Sep 2018
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          Somebody's likely going to do that *for real*: the AWS of food, probably with v1.0 being a demand aggregator and v2.0 being building out a nationwide set of consistent contracted kitchens.

          7 replies 3 retweets 72 likes
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        4. End of conversation
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        2. Andrew Wygle‏ @awygle 12 Sep 2018
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          Replying to @patio11

          Aren't you just moving the complexity burden from production to distribution?

          1 reply 0 retweets 0 likes
        3. Patrick McKenzie‏ @patio11 12 Sep 2018
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          Replying to @awygle

          You're enabling one firm to specialize in food production (w/ a side order of marketing, maybe) and one firm to specialize in logistics rather than requiring the same firm to nail all of them plus real estate, project management, etc.

          0 replies 0 retweets 1 like
        4. End of conversation
        1. Bennie  ☕‏ @TE38Stormer 12 Sep 2018
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          Replying to @patio11

          I'm concerned that lobbying and crony protectionism will interfere with this opportunity in America.

          0 replies 0 retweets 0 likes
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        1. Cynastic‏ @JohnGeoffrey17 12 Sep 2018
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          Replying to @patio11

          Assuming they (whoever "they" ends up being) can learn from Tesco's mistakes in the USA.

          0 replies 0 retweets 0 likes
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        1. Physically Distant Fred™‏ @fredmcclimans 14 Sep 2018
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          Replying to @patio11 @aneel

          I haven’t seen this on a large scale personally, but I’ve seen it work really wel in shared-kitchen/production models. There’s merit to it, but it does take a different mindset wrt the product, customer, and the real value being offered.

          0 replies 0 retweets 0 likes
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