Super interesting. I think you are right. The whole play is about latency. How quickly can I get in and out is the only calculus in the minds of most retail customers in this segment. Like my mom would send me to the store to buy ingredients while she is literally cooking because she ran out of something, and I would need to be in and out in <4 minutes (including travel time)!
I agree that the calculator is literally in every one of these stores because of zero latency. The design question is how can you build something that has greater digitization and data storage capabilities (and I/O to connect to payments/phones) while keeping latency as low or close to a calculator. I'm just saying this comes close, where every other $100MM VC funded play wants to add significant latency to the design and thus have seen much lower adoption.
I agree that the calculator is literally in every one of these stores because of zero latency. The design question is how can you build something that has greater digitization and data storage capabilities (and I/O to connect to payments/phones) while keeping latency as low or close to a calculator. I'm just saying this comes close, where every other $100MM VC funded play wants to add significant latency to the design and thus have seen much lower adoption.