Anish Acharya
speaker
162 appearances
2 recordings
1 series
first heard May 2025
last heard yesterday
Anish Acharya’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Sep 2026 with 1.
Appearances
Anish?
Sweet, I got the squawking.
you land.
I think it's going to be great.
I mean, look, I think the last gen of subcontractors were maybe not amazing for the restaurant industry.
But if you think about the GM of Carbone, what does she want?
You know, she wants to have the highest ARV people in the restaurant with the highest frequency and have a high sell rate and have some sort of entropy so new people can try the restaurant who might be future high spenders.
I think her ability to fill the restaurant in a way that sort of globally outperforms way higher.
It's not just who clicked the website fast enough.
That's one.
And then, too, I think for the long-tail restaurateur, you know, they don't have to be amazing at marketing game or the kind of, you know, sort of marketing to the intermediary suppliers like Resi.
So I actually think you're going to get this, like, long-tail effect where more people will visit more restaurants.
And for the restaurants that are in the part of the power law, they should actually get the best customer.
I think it's very, very good.
I think pretty quickly, I mean, we'll have to see how it plays out.
I like what Noah said on the pod this morning, which is there's going to be a portion of your revenue that is driven by attention and a portion of your revenue that's driven by fulfilling transactions.
And then every e-commerce retailer, they're going to know, like Amazon is disproportionately advertising perhaps or high margin advertising.
They're going to want to focus on protecting the destination.
Whereas Adidas, if they're more of a sort of transaction fulfillment business versus a destination parcel business,
I think they want to quickly get the intermediaries out of the way.
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