So what led you and Raphael to create GoPuff? Where's the origin of the business?

So when Raph and I were in college together, we were roommates and me, him, and a few other friends lived in a house together.

And I was the only one out of our friends with a car.

And I was driving everyone to the local 7-Eleven on Drexel and Penn's campus.

And I said, there has to be a better way to get stuff delivered.

I was sick of running errands for all my friends.

And we had the idea that how is there not a company that would deliver convenience products? And this was before delivery at all was popular.

So what were the lessons that you learned from that more difficult

So what were the lessons that you learned from that more difficult period?

I think the lessons that we learned was that it really just comes down to focusing on your customers and I think there were instances in which we were operating maybe certain businesses or in certain markets where the customer experience wasn't world class and As a result, we decided to get rid of, let's say, shiny objects and get rid of things that we didn't see either a path to real profitability or we didn't think we can be the best in the world at.

We came to our board at the end of 2021 after we raised capital and said, hey, we want to focus the company on on getting to profitability, and we were profitable at a smaller scale, but considering we've grown significantly in terms of our footprint In our scale, we wanted to turn the company back to a profitable state.

At the time, we got a lot of hits on that and we weren't very popular.

This was before the markets corrected.

There was a lot of competition at the time in terms of instant commerce in the US and the UK.

We just said, we're going to stay focused on our customers.

How would you say the Ikea of 2026 is different to the one who was sleeping two to three hours a night on the warehouse floor back then?