Speaker unverified: belief

Transcript context

…Where I was going with this is, does that then predict the behavior of other markets where is there also a lot of food delivery in other markets where food is cheap and labor is cheap. And whether or not there are a lot of restaurants. People who can afford delivery, sure, but also the production of food. I think one of the things that I've always thought about is restaurants have two very special properties about them. I do think that more and more, they are almost going towards the ends of these two spectrums. Same thing with retail, and we can talk about that, too. But restaurants, on one hand I think are centers of hospitality. It's incredible, the level of attention to service they have. I think that will never get replaced by AI, that human-to-human connection. On the other hand, where technology and autonomous technology can make a difference is actually restaurants are almost like manufacturing production sites. They're a third space and a factory all in one.…

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