Number
Posha's $1,500 cooking robot is booking $2M a month
Posha sells a $1,500 countertop robot that cooks one-pot meals from fresh ingredients. Founder Raghav Gupta says it booked $2 million in each of the last two months, with 1,000 units in homes used three times a week, and claims six-month retention beats DoorDash and HelloFresh.
$2M
Monthly bookings · USD/month
“As I said, 1,000 customers already use us 3 times a week, which is more than the oven. Because you're numbers people, our M6 retention beats DoorDash, HelloFresh, any other food service out there. Last month alone, we clocked $2 million in bookings. We did that again this month.”
Framework
The Tesla approach: ship a useful product that collects your training data
Posha first had chefs train its cooking-vision model; now its customers do. Gupta contrasts Waymo (500,000 hours of supervised driving, $20B of venture money) with Tesla, which sold a useful product that gathered data at scale, and says Posha is taking the Tesla path.
“So in the early days, we had chefs alone training Posha. Now we have our customers training Posha. We possibly have the world's largest culinary vision dataset for cooking food, and we are taking the Tesla approach. Waymo 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 robotaxis out.”
Steal thisShip something customers will pay for today and design it to collect the data your long-term AI needs, so you don't have to fund that dataset yourself.
Prediction
Pending
In 10 years, nobody will cook because they have to
Posha's founder predicts that within a decade, home cooking robots will make cooking optional, the way self-driving cars make driving optional. In his view, food delivery shrinks to meals the home robot can't make, plus corporate lunches.
“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. DoorDash 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.”