Kernel

13 statements across 2 episodes · 7 bullish · 2 bearish · 1 people on the record · first statement Nov 9, 2023 by Steve Ells · said 26 times in 2 episodes since 2023 · across every show →

Mentions by year

brought up most by Guy Raz (20), Steve Ells (6)

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2026 6 mentions in 1 episode
2023 20 mentions in 1 episode

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Everything said about Kernel, oldest first

Nov 9, 2023 neutral
Insight
Ells: Fast-casual hospitality does not require face-to-face interaction
“While hospitality may not be face to face, With the customers, it's providing a really good experience through the app. It's providing reliability on service times. It's making sure that everything that we serve is delicious.”
Steve Ells Nov 9, 2023 ▶ 38:23 When a robot cooks your lunch with Steve Ells of Chipotle and Kernel
Nov 9, 2023
Disclosure
Ells: Kernel will centralize food prep and deliver hourly via bicycle
“So we do all of our preparation, all of the food prep in a central kitchen, and that will service a couple of handfuls of restaurants within a, Five to 10 minute bicycle ride. And we'll put this prepped food into totes and load the totes onto a wagon and pull …”
Steve Ells Nov 9, 2023 ▶ 16:04 When a robot cooks your lunch with Steve Ells of Chipotle and Kernel
Nov 9, 2023 positive
Disclosure
Ells: Kernel needs only three peak-period workers versus twelve at typical restaurants
“And so where a typical fast casual restaurant might have, you know, a dozen folks at peak period Colonel would have three.”
Steve Ells Nov 9, 2023 ▶ 17:25 When a robot cooks your lunch with Steve Ells of Chipotle and Kernel
Nov 9, 2023 neutral
Disclosure
Ells: Founder of plant-based chain Kernel still eats meat and fish
“So Guy, I'm not I don't adhere to a plant-based diet. I still eat meat. I still eat fish. But I've noticed over the years I eat less and less meat.”
Steve Ells Nov 9, 2023 ▶ 11:39 When a robot cooks your lunch with Steve Ells of Chipotle and Kernel
Nov 9, 2023 neutral
Assertion Not checkable as stated
Chipotle Allowed Steve Ells to Launch Plant-Based Chain Despite Non-Compete
“No, I was speaking with Chipotle. Of course I have a non-compete in, in place, but I asked them, I said, well, what do you think if I started a plant-based restaurant, have nothing to do with Chipotle or the fast casual format that Certainly something complete…”
Steve Ells Nov 9, 2023 ▶ 8:20 When a robot cooks your lunch with Steve Ells of Chipotle and Kernel
Nov 9, 2023 positive
Disclosure
Steve Ells: Kernel will offer restaurant workers stock options and full benefits
“And since we only have three people we'll be able to afford those higher wages. Plus I think our Purpose is bigger than our product. Being able to address global warming, being able to address some of the inequality with pay for folks in, in, in the world of f…”
Steve Ells Nov 9, 2023 ▶ 31:08 When a robot cooks your lunch with Steve Ells of Chipotle and Kernel
Nov 9, 2023 positive
Disclosure
Ells: Kernel requires no grease hoods, fire suppression, or gas lines
“A typical fast casual restaurant will have a grease hood, fire suppression systems, gas lines, grease traps, you know, all of these sort of infrastructure pieces. We don't need any of that.”
Steve Ells Nov 9, 2023 ▶ 19:26 When a robot cooks your lunch with Steve Ells of Chipotle and Kernel
Nov 9, 2023 positive
Disclosure
Ells: Kernel uses off-the-shelf KUKA robot arms with custom programming
“We bought an off-the-shelf KUKA robot. It's a robot that's typically used on assembly lines. They work 24 seven for years. They're very reliable. Of course, we custom program that. We use an impingement oven that we took and modified.”
Steve Ells Nov 9, 2023 ▶ 22:16 When a robot cooks your lunch with Steve Ells of Chipotle and Kernel
Nov 9, 2023 positive
Prediction Open · timeframe Nov 2033
Ells: Kernel will rely on human teams for at least the next decade
“There will always be a place, you know, for our teams to operate the kernel model for the foreseeable future, and I'm talking about the next decade at least, right?”
Steve Ells Nov 9, 2023 ▶ 32:46 When a robot cooks your lunch with Steve Ells of Chipotle and Kernel
Nov 9, 2023 positive
Disclosure
Steve Ells: Kernel raised $36M Series A to open 15 restaurants
“I just completed my series a round and raised thirty six million. And so, so, you know, that'll take us through the next couple of years and that will be a lot to open up 15 restaurants.”
Steve Ells Nov 9, 2023 ▶ 26:40 When a robot cooks your lunch with Steve Ells of Chipotle and Kernel
Nov 9, 2023 positive
Disclosure
Ells: Kernel operates out of 800 square feet with lower build-out costs
“We can operate out of 800 square feet, where a typical fast casual might be 2500 square feet, and our build-out cost is a lot less.”
Steve Ells Nov 9, 2023 ▶ 19:15 When a robot cooks your lunch with Steve Ells of Chipotle and Kernel
Apr 9, 2026 negative
Disclosure
Steve Ells shut down both Kernel restaurants after less than a year
“So we closed down the two Kernel restaurants after less than a year spent a couple of months you know, retooling, and opened counter service”
Steve Ells Apr 9, 2026 ▶ 2:10 Advice Line with Steve Ells of Chipotle
Apr 9, 2026 bearish
Prediction Not checkable as stated
Steve Ells: Robots will not displace restaurant cooking anytime soon
“And so the, your question, will robots displace that? I mean, maybe someday, but certainly not Not anywhere in the near future.”
Steve Ells Apr 9, 2026 ▶ 4:56 Advice Line with Steve Ells of Chipotle
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