Jake Howe

Yeah, and this is a key point. You know, the order complexity is what's killing the baristas there.

Yeah, and this is a key point. You know, the order complexity is what's killing the baristas there.

Which is what Steve Jobs did, right? With his four quadrants when he took back over. He was like, listen, what's business? What's consumer? What's high end? What's low? What's portable? What's desktop? I forgot what the four quadrants were. And if you look, Freiburg, to your point of the cost savings, right now, the majority of orders in Starbucks, I believe, are coming in through the app.

Which is what Steve Jobs did, right? With his four quadrants when he took back over. He was like, listen, what's business? What's consumer? What's high end? What's low? What's portable? What's desktop? I forgot what the four quadrants were. And if you look, Freiburg, to your point of the cost savings, right now, the majority of orders in Starbucks, I believe, are coming in through the app.

And what I was told, you know, in some of the buzz I heard from baristas, was that they are prioritizing mobile orders to punish the people online to get them to download the app because that gets rid of cashiers. And McDonald's has no cashiers in a lot of restaurants right now. You just order at a giant touchscreen.

And what I was told, you know, in some of the buzz I heard from baristas, was that they are prioritizing mobile orders to punish the people online to get them to download the app because that gets rid of cashiers. And McDonald's has no cashiers in a lot of restaurants right now. You just order at a giant touchscreen.

So the cashiers will be gone, the cooks will be gone, and eventually the baristas will be gone and it'll just be a couple of people.

So the cashiers will be gone, the cooks will be gone, and eventually the baristas will be gone and it'll just be a couple of people.

Also, did you see this incredible clip of him saying he doesn't want anybody working past 6 p.m.? Play this clip. This is like... Oh, this is the Starbucks CEO? The previous Starbucks CEO.

Also, did you see this incredible clip of him saying he doesn't want anybody working past 6 p.m.? Play this clip. This is like... Oh, this is the Starbucks CEO? The previous Starbucks CEO.

Yeah, fantastic side quest. Let's do it. All right. So now there's a big culture thing going on here, Freeberg, of hard work in corporations. I don't know if you saw Eric Schmidt at Stanford. They took this talk down and Eric Schmidt is walking the comments back. But here we go, folks. This is the money clip from Eric Schmidt.

Yeah, fantastic side quest. Let's do it. All right. So now there's a big culture thing going on here, Freeberg, of hard work in corporations. I don't know if you saw Eric Schmidt at Stanford. They took this talk down and Eric Schmidt is walking the comments back. But here we go, folks. This is the money clip from Eric Schmidt.

So you think this was a PR design genuflect? I like that insight. Sax, your thoughts overall?

So you think this was a PR design genuflect? I like that insight. Sax, your thoughts overall?

I don't think that's... Yeah.

I don't think that's... Yeah.

Yeah, I think that is the key insight, Saxon, with you on this, which is leadership starts at the top. If the leader says, hey, listen, don't bother me after six. I'll talk to you at 9 a.m., then that's just going to go through the entire organization. And it's already hard enough to run these organizations.

Yeah, I think that is the key insight, Saxon, with you on this, which is leadership starts at the top. If the leader says, hey, listen, don't bother me after six. I'll talk to you at 9 a.m., then that's just going to go through the entire organization. And it's already hard enough to run these organizations.

Now, if you run a lifestyle business as your local cafe, and you want to do that, and you're running it at a break-even, that's fine. This is a publicly traded company with shareholders, with massive competition, who could get taken out by all these other brands that are trying to compete with it. You have to have This is a war. We are at war. We have to figure out how to lower prices.

Now, if you run a lifestyle business as your local cafe, and you want to do that, and you're running it at a break-even, that's fine. This is a publicly traded company with shareholders, with massive competition, who could get taken out by all these other brands that are trying to compete with it. You have to have This is a war. We are at war. We have to figure out how to lower prices.