Automation & Innovation.
The future. A thread 🧵

San Francisco–based Creator, Inc: The sophisticated and aesthetically designed robot at the company’s first restaurant in the city’s South of Market area is able to crank out a gourmet-quality hamburger every thirty seconds.
Customers customize and order their burger using a mobile app. The robot then automates production of the hamburger from start to finish. No human being ever touches the food. The machine adds twists that you might not find even in high-end restaurants staffed by human cooks.
The meat is freshly ground and the cheese freshly grated for each burger; buns are sliced and vegetables are cut to order. Creator sells its burgers for $6—about half of what you might expect to pay for similar quality at other restaurants.
The company’s strategy is not to build a cheap robotic hamburger, but rather to reduce labor costs as a means of investing more in food quality. Creator allocates about forty percent of its costs to food, while a typical restaurant might spend thirty percent.
It turns out that developing and building a machine capable of fully automating the production of gourmet-quality hamburgers is not a trivial undertaking. Creator was founded in 2012 then called Momentum Machines.
It took more than six years of hardware and software engineering, design and testing before the robot was ready to be put into production, and the San Francisco location was opened in June 2018.
Once these Technology scales up, the hockey stick is witin reach quickly.


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More from @SahilKapoor

13 Oct
A 🧵 thread on "Engineering A Better Tomorrow".

I did an interaction with Mr. MS Unnikrishnan (Ex MD & CEO Thermax) and @charanlearning. We spoke about the CAPEX cycle, engineering, automation and the future.

Link to the full interaction-

Read along
✅ By FY 23 India will have a Trillion $ Gross Fixed Capital Formation (GFCF).
✅ Only 17 countries have higher GDP than India's GFCF.

India's investments (GFCF) to GDP yoy growth
FY80 to FY01: +16%
FY05 to FY08: +22%
FY04 to FY12: +17% (Full cycle)
FY14 to FY21: +6.3%
FY22 to FY30: Opportunity

FY23 onwards: a TRILLION Dollar in fixed asset creation each year.

What if the growth rates goes back to 10%+?
Read 28 tweets
20 Sep
My 3rd blog in the Gurudakshina series. A thread 🧵

Haven't you heard -
"Stocks are going up because there is so much liquidity.”

“Valuations are high and will remain high because there is a flood of liquidity.”  

What’s this ‘Liquidity’ that Everyone Keeps Blaming?

Read on
Liquidity is blamed for any and everything, usually. Bulls love it, bears blame it. But one thing is common. When you ask investors – “What is liquidity?” -  what you get in return are empty stares, smiles, or at best, fund flows or traded volumes data.
Have you ever asked this question to yourself? What is liquidity and how to define it? 

In a corridor conversation early in my career, I was often told that the flood of money brought forth by quantitative easing is going to lift the markets like never before.
Read 11 tweets
11 Jul
A thread 🧵.
A fascinating story of Monopoly Money, corporate wizardry and inflation in Zimbabwe. An excerpt from the book- The World for Sale by Javier Blas & Jack Farchy.
The Zimbabwean central bank couldn’t print new banknotes fast enough to keep up with the devaluations of the Zimbabwean dollar, creating a shortage of banknotes. Bank lines stretched several blocks and account holders occasionally resorted to violence.
For Cargill, which had entered the cotton sector in Zimbabwe in 1996, this represented a serious headache. The commodity trader had built a large operation in Zimbabwe, with several ginneries to separate the cotton fibre from its seeds, buying stations across the country...
Read 14 tweets
2 Jul
A mega Thread🧵 on Inflation - Why the bogey of rapid and high rates of inflation may be a false alarm.

A widespread debate has raged on inflation for a while now. Many are concerned about a rise in inflation and believe that this will persist and lead to central bank action.
Expect inflation surge to subsidy by the next two to three months and subsequently the base effects will turn against higher rate of inflation. The drivers of inflation or more appropriate ‘disinflation’ from pre-covid era remain firmly entrenched and are likely to persist.
I don’t see inflation as a threat for the near future and see this as a repetition of the previous post-recession recoveries. A more normalized level of inflation driven by COVID induced resets is the most likely scenario and not the feared high rates of inflation.
Read 48 tweets
30 Jun
Key takeaways from today's call-

Traditional Energy

1. Supply side constraints are significant. Oil prices likely to persist closer to $60-$70. A happy price for Oil stocks.
2. Capital discipline is much higher than before.
3. Room for valuations to catchup wrt Oil prices
4. Valuations are lower than benchmark while asset quality and profitability is better or improving.

5. Longer runway for the cycle to play out.

6. Focus on integrated Oil Companies and E&P for playing through the next few years.
Sustainable energy
1. A structural theme with some cyclical elements.

2. Clean energy + Transportation + Infra efficiency are scale-able plays.

3. ESG framework will ensure capital availability in growth phase.

4. Earnings growth likely to persist.
Read 5 tweets
27 May
A Thread🧵 on RBI's Annual Report

The Reserve Bank of India released its annual report for 9 months ending March’21. The central bank, in its continued focus on growth, is focused on growing economic uncertainty and says there are “downside risks” to the economy.
RBI has been proactively focusing on growth with a series of steps ranging from maintaining liquidity surplus in the interbank market, cutting interest rates in FY21, moratorium on repayments, loan restricting for impacted sectors and LTRO/TLTROs for easing financial conditions.
In its assessment of the post pandemic economy - its “conduct of monetary policy in FY22 would be guided by evolving macroeconomic conditions, with a bias to remain supportive of growth till it gains traction on a durable basis while ensuring inflation remains within the target.”
Read 20 tweets

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