Within approximately 100 years from 2025, most everyday food will be produced and delivered by machines rather than cooked by people, with quality at least as good as today’s restaurants, delivered very conveniently, and at a cost at or below the cost of buying ingredients at a grocery store.
“Yeah. I mean, the high level for it, the way to think about it is it's it's about the future of food. What is the future of food look like? You go, well, in 100 years, we'll start way out there. In 100 years, you're going to have very high quality food, very low cost. That's incredibly convenient. And they're going to be machines that make it. They're going to be machines that get it to you, and it's going to be exactly to your dietary preferences, your food preferences, etc. and it just comes to you and it's so inexpensive that it approaches or has surpassed the cost of going to the grocery store.”
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Explanation
This is a roughly 100-year prediction about food automation that cannot be evaluated now.
Over the long term (multi‑decade horizon), cooking by hand will become primarily a hobby activity rather than a routine necessity for providing daily meals.
“Look, uh, people will cook in the future as a hobby.”
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Explanation
This is a multi-decade prediction about the long-term future of cooking that cannot be evaluated now.
By April 2025, CloudKitchens will have at least five external restaurant customers live and using its Bowl Builder automation machine in production operations.
“We created test brands that were like those things and built the machine at the same time as we were building an actual restaurant, and we built that restaurant to prove that the machine works. Then we have our customers now touring, checking it out. We're rolling out with five customers in April that are using the machine”
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Explanation
There is not enough specific public data to confirm whether CloudKitchens had exactly five external customers live by April 2025.
As the unit cost of AI inference and training declines over the coming years, total AI usage and aggregate spending on AI compute and services will increase (i.e., demand for AI will be price‑elastic, leading to higher overall revenue despite lower per‑unit prices).
“When AI gets cheap, you know what's going to happen, guys, there's going to be a lot more AI, right? I don't think I think the price elasticity on this one is actually positive. So as the price goes down, the revenue usage everything's going to go up.”
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Explanation
As AI unit costs have fallen, total AI usage and aggregate spending have grown dramatically, consistent with the predicted price-elastic demand pattern.