Shekhar Natarajan

And I worked in warehouses.

I worked like, you know, I worked in basically like mega distribution centers, like a distribution center, like a Walmart distribution center.

You know, so think about all the last mile solutions out there, right?

Like what are the best ones which work like that we know that works?

Water?

Electricity?

Yep.

And in your house, you may have six bedrooms and like...

five bathrooms, but you don't have 11 utility companies.

You just have one who's delivering.

So it's the same thing even on the water.

So the way all these systems were designed was like, let's take what worked for a thousand door stores and extend it to 130 million doors called households and hope that it works.

Well, it doesn't work that way.

Right.

Like you cannot like dispatch eight people and try to be efficient.

You dispatch one guy with eight things.

That's more efficient.

And so every system was built like very inefficiently.

And we're trying to perpetuate that problem by actually competing on that inefficiency where the underlying resource structure, whether it's a warehouse, a truck, a driver, they're all like they're all there and we're all competing for the same set of resources.

And we're just jacking up the prices at the same time.