Open cold. The kitchen is the last room in commerce nobody can see. Retailers see the checkout. Delivery apps see the order. Nobody sees what happens to the food after it gets home.
Let the stop motion run before you talk. Then: this goes on the fridge, you press it, it logs. No app, no phone, no typing. That is the whole interaction.
Beat on the 80%. Then the turn: everything that got funded in food tech — delivery, meal kits, ghost kitchens — was built for the meals people don't cook. The majority of eating occasions have no software at all.
Two sentences, no more. We track what a household has, and we get them to cook it. That is the consumer product and it is already live.
App and hardware, equal billing. The app is how households get in. The device is how the data gets good — it removes the friction that kills every manual-logging product.
The three numbers. Lead with signups, land on stickiness. If asked: 13,846 signups as of 24 Aug, not DAU. The 132 is devices actively logging, so it undercounts units shipped. The 2x is median kitchen events, device households vs app-only, founder accounts stripped out.
This is the household line. Everyone else counts users. We land a kitchen and the whole house is on it — and those homes log more. If asked: 2,620 users across 1,295 shared households, verified by matching surname and ZIP, not guessed. The day-one number is the product point: if you don't capture the second person during onboarding, you never do.
Left side sells itself — every person in the room has thrown away spinach. Pivot on the right side: the same logging that saves a household money is the only dataset that tells an agent when to reorder.
The gym line is the money line. Slow down. Purchase data is a receipt — it tells you an intention was formed once. Consumption data tells you what actually happened, on what cadence, and when it is about to stop.
Keep it short and say it, don't read it. Matt: getting to work for a Kiwi at Nuro, then engineering at Tesla. Zach: eight figures in paid media, brands into Fanatics and Dick's.
