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Video · 2026-08-17 · 59m · 6 moments

3 strangers showed us how they made $8M, $10M, & $40M/year

✦ AI generated

timeline · colored by role

01
Mechanism

Posha uses a Tesla-like data collection strategy where customer deployments generate training data rather than expensive supervised learning

Ragav explains that instead of spending heavily on chef-supervised training like Waymo did with driving data, Posha lets customers use the robot while it collects culinary data, creating a flywheel similar to Tesla's approach.

transcript

Ragav: In the early days we had chefs alone training Porsche. Now we have our customers training Porcha. We possibly have the world's largest culinary vision data set for cooking food. And we are taking the Tesla approach. Veos spent 500,000 hours of supervised driving and $20 billion in venture capital to crack self-driving. Tesla did it a different way. Tesla said we'll release something that's useful to consumers. also use it to collect tons of data and then put robot taxis out.

02
Prediction

Cooking will become a leisurely activity rather than a chore, just as driving will become optional due to autonomous vehicles

Ragav argues that just as Tesla is making driving optional, cooking robots will transform meal preparation from a daily chore into an activity done only for enjoyment, with DoorDash relegated to special occasions.

transcript

Ragav: So 10 years from now, nobody's going to be cooking because they have to. They'll only be going to cook because they want to. Same way nobody's going to be driving because they have to. They're only going to be driving because they want to. Cooking is going the exact same way. Door Dash is something you will only order when your robot at home cannot cook the meal that you want to eat or when you're ordering corporate lunches. Cooking will become a leisurely activity, something that you only do for joy, but not Monday through Friday when it's a chore. And we are the company that's building the future where every house will have a robot chef that cooks food for you so you don't have to.

supports · 1

03
Fact

The cocoa crisis caused by weather, disease, and corruption destroyed 27% of Midday Squares' gross margins overnight

Nick describes how cocoa prices surged from $4,000 to $32,000 per kilo due to a perfect storm of weather events, disease, and corruption in the supply chain, devastating their margins just as they reached profitability.

transcript

Nick: Chocolate went parabolic. The cost of cocoa and that means we lost like 27% of our gross margin overnight. We were killing it and chocolate we were paying $4,000 a kilo for cocoa butter went up to 32,000. It starts off with like a real mismatch in terms of weather will come in, disease will spread, then there won't be enough cocoa coming to the ports, and then corruption kicks in though. And corruption usually takes about 2 years.

supports · 1

04
Mechanism

Hand-delivering orders with personalized touches and content creation drove Midday Squares to $1M revenue in 4 months without paid advertising

Nick recounts how the founding team hand-delivered every order for 5 months in Montreal, creating personalized content with each delivery—including Polaroids and Instagram shout-outs—reaching $1M in just 4 months.

transcript

Nick: We hand delivered everything for 5 months. So it was all in Montreal. We would wake up in the morning every morning. And this I took I think I took do things that don't scale and we just went way too far with it. So in the morning all of our orders would be ready and we would literally go on people's Instagram. So if you had a dog named Chuck, we'd be like, 'Shout out Chuck.' And we would wear these crazy outfits and we took Polaroids of ourselves. Just meatthead complete customer. And we would take a Polaroid picture and we would show up to their house... Then we would leave them the photo. Then they would post the We got to a million dollars in like four months.

05
Anecdote

Nick broke Costco's roadshow sales record to force a price point agreement after 2.5 years of disagreement

After a 2.5-year disagreement with Costco over pricing, Nick bet on breaking their roadshow record during a 14-day trial—and did, selling 160,000 units to secure his $19.99 price point.

transcript

Nick: I looked at the buyer who we had started to develop actually a good relationship with him and I'm like, if we do the road show and we break the road show record, like the most sales ever in 14 days, will you give us 1999? And we shook hands that day. Uh 140 uh 100 We can't put 160,000 in 14 days. We smashed the record. The closest record I think prior to that was sub was all content and they made us No, we rallied, man. We rallied like we rallied.

06
Claim

Daydream automates dental insurance billing and recovers an average of $50,000 in additional take-home pay per dentist practice annually

Traus explains that Daydream uses AI to verify insurance, submit claims, and appeal denials for dentists, recovering an average of $50,000 per practice that was previously lost to insurance company tactics.

transcript

Traus: Basically what we do is I don't know if you've ever been to the dentist or a doctor and gotten a bill from the insurance company and been like, you know, what actually is this? And that's because the insurance companies are trying to screw not only the patients over, but the doctor's over. And so, the reality is in order to get reimbured from the insurance company, the doctor has to do a bunch of administrative work and doctors hate it and they do a bad job. They lose money. My mom is a dentist. She's losing 10 to 15% of her money to these insurance companies... We fight the insurance companies and on average we add $50,000 take-home pay for every single dentist that uses us.

supports · 1

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