00:00The company says enterprise AI represents a 26.5 trillion dollar opportunity. But can grok actually win corporate customers. One
00:07of the few companies putting it to work is GoPuff which built its new AI shopping assistant on XAI's models.
00:14Joining us now is GoPuff CEO Rafael Elishayev. It's a great case study right. I think a lot of people
00:21read the prospectus and were like okay the future of SpaceX AI is enterprise AI but they have struggled a
00:29little to get people to use the models in a meaningful way. You are. Just explain the basics of the
00:35relationship and what you've actually done with the technology. Yeah. Ed, Caroline, thank you so much for having me. So
00:41over the last 13 years GoPuff has built infrastructure to be the fastest and most affordable player in delivery. And
00:51our partnership with SpaceX and the product that we co-developed called Go solves the final friction point that we
00:57really had which is the consumer shopping experience.
00:59So we thought about this differently than I think a lot of other folks. It's not just an LLM wrapper
01:04that's built within our app. But in fact it's a co-developed experience where it's a whole new consumer product
01:13where you can shop via voice. You can talk to it. Have total conversation like you would have with your
01:20best friend. Go will build your cart. So if it knows enough about you it will actually develop and build
01:26the whole cart.
01:26And it has this TikTok style scrolling experience where you can scroll and discover new products that are hyper personalized
01:34and cared for you.
01:35So this is a whole new experience that we co-developed together with SpaceX over the last year.
01:40And Rafael, what's interesting is when you're using data from X you'll know that I'm all in on the next
01:47Sim 5 game on Saturday and suddenly I'm being offered chicken wings or I'm being offered chips or whatever it
01:52might be.
01:52Because I'm on that moment on the Saturday. But from actually embedding within X and within Grok, did you push
02:00away other relationships?
02:01Did you decide no thanks OpenAI, no thanks Anthropic? Did you look at doing it with competitors?
02:07You know, this kind of relationship that we had and the kind of product that we wanted to build, this
02:13wasn't just a plug and play that we could have done with anyone.
02:16So we looked for folks that had the right technology and SpaceX has amongst the best technology both for voice
02:23and imagine and a partner that was willing to co-develop this whole new consumer shopping experience for us.
02:30So, you know, this was a long, you know, 10, 11 month process that we co-developed together with a
02:37partner that was willing to work with us, you know, even as early as this morning, talking with our engineers
02:42and co-developing this thing together to make it even better.
02:45So we were looking for a partner that had the right technology, which SpaceX is, you know, I think cutting
02:51edge and the best both in voice and in image generation and a partner that was willing to co-develop
02:56this new product together.
02:58Could you talk a little bit about how the economics of it work? Like how does XAI price things with
03:03you?
03:04It sounds also a bit like you get good access to the forward deployed engineers, like daily access.
03:09All of that is a big factor right now because everyone is counting the cost of tokens.
03:14Yeah, yeah. So it's a strategic relationship that we built together with SpaceX AI from day one.
03:21And the way that we thought about the scaling is we wanted a provider that can provide, you know, a
03:27super high quality product both across voice and image and is arguably the lowest cost provider.
03:35So we built a relationship that scales.
03:39They are the lowest cost provider. You benchmarked against OpenAI and Anthropic on the cost as well.
03:45Yeah. Yeah. We looked at we looked at a lot of players when we did this and cost was one
03:49of the factors here.
03:51But the quality of the product and the willingness to co-develop this together, all of that kind of gave
03:58us a lot of confidence to work together with SpaceX.
04:01And I think the product kind of speaks for itself. If you play with it, I think it's second to
04:05none from a consumer AI experience.
04:08I mean, Rafael, there's interesting reporting out over at Wall Street Journal, for example.
04:12There's a thought that OpenAI might be doing some drastic price cuts in particular, basically the cost of its product.
04:18People have been wonderfully token maxing and suddenly realizing how expensive that is.
04:22And they want to do that perhaps ahead of competitors like Anthropic.
04:25Are you seeing return on such AI investment? Is it really driving growth for the business?
04:32You know, we're a weekend to go launching. And I'll tell you, a lot of the consumer metrics really early
04:38on are great.
04:39You know, basket size is up and frequency within the first week is up.
04:44But what's even more special is the kind of conversations that our consumers are having with go.
04:50You know, we saw a conversation earlier today with the mom saying, hey, my kid go.
04:54My kid is sick. Can you help me?
04:56Or a conversation a few days ago with someone asking, hey, I'm hosting a barbecue for six people.
05:02Go, can you help me?
05:03And that kind of relationship that we're building with the customer is kind of very special.
05:09And I think those kind of relationships are the ones that are going to win and lead to ultimately better
05:14KPIs across the board.
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