Jan 2, 2019 · 19m · a16z

a16z Podcast | The Data Science of Food and Taste

Ushma Garg · 12m spoken Michael Copeland · 6m spoken
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In this episode of the a16z podcast, host Michael Copeland interviews Gobble CEO Ushma Garg about how data science, predictive algorithms, and complex logistics power modern meal-kit delivery during high-stakes holiday seasons and beyond.

How this conversation actually went

Every chapter scored 0–10 on four independent dynamics. Hover any point for the reasoning behind the score. How this is scored →

The host as informed peer 1.6 Guest teaching 3.6 Guest disagreement 1.0 The host pushing back 2.2
05100:0010:002:06–4:45 · The host as informed peer 2/10 Why Modern Food Companies Must Be Tech Companies The host interrupts to challenge the guest's inclusion of Brussels sprouts as comfort food, forcing a clarification. The guest explains how data science predicts holiday menu demand and personalization.4:45–7:34 · The host as informed peer 1/10 Thanksgiving Logistics and High-Stakes Fulfillment The guest details Gobble's prep work and emergency contingency logistics for Thanksgiving orders. The host lightly teases the guest upon realizing she will be flying home on Thanksgiving rather than cooking.7:34–11:23 · The host as informed peer 2/10 Distribution Expansion, Customer Anecdotes, and Cooking Advice The guest educates the host on Gobble's operational breakdown between software production and warehouse pick-and-pack tasks, as well as home-cooking techniques. The host playfully pokes fun at the guest using technical jargon like delta while discussing cooking.11:23–13:49 · The host as informed peer 1/10 Holiday Traditions and Post-Holiday Ordering Shifts The guest shares personal holiday traditions and explains subscription metrics regarding post-holiday order skips and the immediate shift toward healthy eating after New Year's Day.13:49–17:01 · The host as informed peer 2/10 Consumer Dietary Trends and Plant-Forward Eating The host questions why someone who admits to not being an involved chef decided to start a food company. The guest details Gobble's origins from a Craigslist experiment born out of personal necessity.2:06–4:45 · Guest teaching 3/10 Why Modern Food Companies Must Be Tech Companies The host interrupts to challenge the guest's inclusion of Brussels sprouts as comfort food, forcing a clarification. The guest explains how data science predicts holiday menu demand and personalization.4:45–7:34 · Guest teaching 4/10 Thanksgiving Logistics and High-Stakes Fulfillment The guest details Gobble's prep work and emergency contingency logistics for Thanksgiving orders. The host lightly teases the guest upon realizing she will be flying home on Thanksgiving rather than cooking.7:34–11:23 · Guest teaching 4/10 Distribution Expansion, Customer Anecdotes, and Cooking Advice The guest educates the host on Gobble's operational breakdown between software production and warehouse pick-and-pack tasks, as well as home-cooking techniques. The host playfully pokes fun at the guest using technical jargon like delta while discussing cooking.11:23–13:49 · Guest teaching 3/10 Holiday Traditions and Post-Holiday Ordering Shifts The guest shares personal holiday traditions and explains subscription metrics regarding post-holiday order skips and the immediate shift toward healthy eating after New Year's Day.13:49–17:01 · Guest teaching 4/10 Consumer Dietary Trends and Plant-Forward Eating The host questions why someone who admits to not being an involved chef decided to start a food company. The guest details Gobble's origins from a Craigslist experiment born out of personal necessity.2:06–4:45 · Guest disagreement 1/10 Why Modern Food Companies Must Be Tech Companies The host interrupts to challenge the guest's inclusion of Brussels sprouts as comfort food, forcing a clarification. The guest explains how data science predicts holiday menu demand and personalization.4:45–7:34 · Guest disagreement 1/10 Thanksgiving Logistics and High-Stakes Fulfillment The guest details Gobble's prep work and emergency contingency logistics for Thanksgiving orders. The host lightly teases the guest upon realizing she will be flying home on Thanksgiving rather than cooking.7:34–11:23 · Guest disagreement 1/10 Distribution Expansion, Customer Anecdotes, and Cooking Advice The guest educates the host on Gobble's operational breakdown between software production and warehouse pick-and-pack tasks, as well as home-cooking techniques. The host playfully pokes fun at the guest using technical jargon like delta while discussing cooking.11:23–13:49 · Guest disagreement 1/10 Holiday Traditions and Post-Holiday Ordering Shifts The guest shares personal holiday traditions and explains subscription metrics regarding post-holiday order skips and the immediate shift toward healthy eating after New Year's Day.13:49–17:01 · Guest disagreement 1/10 Consumer Dietary Trends and Plant-Forward Eating The host questions why someone who admits to not being an involved chef decided to start a food company. The guest details Gobble's origins from a Craigslist experiment born out of personal necessity.2:06–4:45 · The host pushing back 3/10 Why Modern Food Companies Must Be Tech Companies The host interrupts to challenge the guest's inclusion of Brussels sprouts as comfort food, forcing a clarification. The guest explains how data science predicts holiday menu demand and personalization.4:45–7:34 · The host pushing back 2/10 Thanksgiving Logistics and High-Stakes Fulfillment The guest details Gobble's prep work and emergency contingency logistics for Thanksgiving orders. The host lightly teases the guest upon realizing she will be flying home on Thanksgiving rather than cooking.7:34–11:23 · The host pushing back 2/10 Distribution Expansion, Customer Anecdotes, and Cooking Advice The guest educates the host on Gobble's operational breakdown between software production and warehouse pick-and-pack tasks, as well as home-cooking techniques. The host playfully pokes fun at the guest using technical jargon like delta while discussing cooking.11:23–13:49 · The host pushing back 1/10 Holiday Traditions and Post-Holiday Ordering Shifts The guest shares personal holiday traditions and explains subscription metrics regarding post-holiday order skips and the immediate shift toward healthy eating after New Year's Day.13:49–17:01 · The host pushing back 3/10 Consumer Dietary Trends and Plant-Forward Eating The host questions why someone who admits to not being an involved chef decided to start a food company. The guest details Gobble's origins from a Craigslist experiment born out of personal necessity.

speaking balance: gold is the host, purple is the guest (3 minute bins)

0:00 · the host 0% · guest 100%0:00 · the host 0% · guest 100%3:00 · the host 0% · guest 100%3:00 · the host 0% · guest 100%6:00 · the host 0% · guest 100%6:00 · the host 0% · guest 100%9:00 · the host 0% · guest 100%9:00 · the host 0% · guest 100%12:00 · the host 0% · guest 100%12:00 · the host 0% · guest 100%15:00 · the host 0% · guest 100%15:00 · the host 0% · guest 100%18:00 · the host 0% · guest 100%18:00 · the host 0% · guest 100%
Sharpest disagreement ▶ 3:27 Reframing Thanksgiving comfort food bestsellers

When challenged on whether Brussels sprouts qualify as comfort food, the guest quickly pivots to highlight that biscuits and simple mashed potatoes are actually their top-selling Thanksgiving items.

Hardest push from the host ▶ 3:27 Challenging Brussels sprouts classification

The host directly interrupts the guest to question her premise that Brussels sprouts belong in a list of holiday comfort foods.

Biggest teaching moment ▶ 8:02 Explaining food tech production vs logistics

The guest breaks down the operational divide between internal software production and warehouse distribution, explaining why Gobble outsources final mile delivery to FedEx and OnTrack.

The host holds their own ▶ 15:16 Calling out guest's non-chef background

The host connects the guest's earlier admission of learning basic cooking techniques and using math jargon with a direct question on why she felt qualified to start a food company.

the scores for every segment, with the reasoning behind each
ChapterTopicThe host as informed peerGuest teachingGuest disagreementThe host pushing backWhy
Why Modern Food Companies Must Be Tech Companies 2313 The host interrupts to challenge the guest's inclusion of Brussels sprouts as comfort food, forcing a clarification. The guest explains how data science predicts holiday menu demand and personalization.
Thanksgiving Logistics and High-Stakes Fulfillment 1412 The guest details Gobble's prep work and emergency contingency logistics for Thanksgiving orders. The host lightly teases the guest upon realizing she will be flying home on Thanksgiving rather than cooking.
Distribution Expansion, Customer Anecdotes, and Cooking Advice 2412 The guest educates the host on Gobble's operational breakdown between software production and warehouse pick-and-pack tasks, as well as home-cooking techniques. The host playfully pokes fun at the guest using technical jargon like delta while discussing cooking.
Holiday Traditions and Post-Holiday Ordering Shifts 1311 The guest shares personal holiday traditions and explains subscription metrics regarding post-holiday order skips and the immediate shift toward healthy eating after New Year's Day.
Consumer Dietary Trends and Plant-Forward Eating 2413 The host questions why someone who admits to not being an involved chef decided to start a food company. The guest details Gobble's origins from a Craigslist experiment born out of personal necessity.

Statements from this episode (11)

Assertion Supported
Garg: Gobble meal kits allow customers to cook fresh meals in 10 minutes
“We do all the prep work so that you can control the end result and cook in one pan in 10 minutes and have a fresh home-cooked meal for your family.”
Ushma Garg Jan 2, 2019 ▶ 0:45
Disclosure
Garg: Gobble relies on surveys and historical data for ingredient forecasting
“We rely so heavily on on user surveys, on past year behavior, and on watching how people evolve every single week to forecast exactly how much to procure of every single ingredient, and then to make the very best menus every single week, and especially for the…”
Ushma Garg Jan 2, 2019 ▶ 1:27
Opinion
Garg: Modern food companies must operate as technology companies
“I think a modern food company has to be a tech company.”
Ushma Garg Jan 2, 2019 ▶ 2:17
Opinion
Garg: Food companies should hold the most consumer data of any industry
“In my opinion, you know, people eat food three times a day. If any company should have the most data or insight into who a person is, it should be a food company.”
Ushma Garg Jan 2, 2019 ▶ 2:37
Assertion Not checkable as stated
Garg: Gobble's top holiday menu items are classic comfort foods
“The top selling items off our Thanksgiving menu are things like homemade biscuits and mashed potatoes. Even simple mashed potatoes above the sweet potato mash.”
Ushma Garg Jan 2, 2019 ▶ 3:37
Disclosure
Garg: Gobble maintains buffer inventory and standby trucks for failed deliveries
“We actually have emergency you know, trucks ready for overnight shipments, a certain buffer amount of every single dish. We did, we've been doing this for long enough to where we know how much buffer to make and how many missed deliveries we expect on any one …”
Ushma Garg Jan 2, 2019 ▶ 7:00
Assertion Not checkable as stated
Garg: Gobble meal preferences shift from heavy comfort food to healthy options in January
“We go from all of our, all those biscuits and mashed potatoes to lots of salads and, you know, like shredded chicken or salmon and that kind of thing.”
Ushma Garg Jan 2, 2019 ▶ 13:24
Assertion Not checkable as stated
Garg: 10% of Gobble's active user base is vegetarian
“About 10% of our user base right now is vegetarian.”
Ushma Garg Jan 2, 2019 ▶ 14:09
Insight
Garg: Consumers increasingly want meat as a garnish, not the main course
“We can see more people caring about health and food transparency and where their food comes from and so I slowly see more people eating they want meat as a garnish on their food as opposed to a center of plate every single time, which I think is, is great and …”
Ushma Garg Jan 2, 2019 ▶ 14:53
Assertion Supported
Garg: Gobble started with an $8-a-plate Craigslist ad for home-cooked meals
“Gobble just started very organically by me solving the problem for myself and posting a Craigslist ad and asking, hey, can anyone make me home cooked food for eight dollars a plate?”
Ushma Garg Jan 2, 2019 ▶ 16:02
Prediction Not checkable as stated
Ushma Garg: No single product will dominate the future of food
“I actually think that no one solution is going to own the future. I think it'll be a, like, constellation of solutions that fit different people and also people at different stages of life.”
Ushma Garg Jan 2, 2019 ▶ 17:28
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