<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd" xmlns:googleplay="http://www.google.com/schemas/play-podcasts/1.0"><channel><title><![CDATA[Jay Lee]]></title><description><![CDATA[Entrpreneur. Building hard things to meet the puck where its going. ]]></description><link>https://jayleesprh.substack.com</link><image><url>https://substackcdn.com/image/fetch/$s_!BHpp!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fjayleesprh.substack.com%2Fimg%2Fsubstack.png</url><title>Jay Lee</title><link>https://jayleesprh.substack.com</link></image><generator>Substack</generator><lastBuildDate>Sat, 06 Jun 2026 12:00:30 GMT</lastBuildDate><atom:link href="https://jayleesprh.substack.com/feed" rel="self" type="application/rss+xml"/><copyright><![CDATA[Jay Lee]]></copyright><language><![CDATA[en]]></language><webMaster><![CDATA[jayleesprh@substack.com]]></webMaster><itunes:owner><itunes:email><![CDATA[jayleesprh@substack.com]]></itunes:email><itunes:name><![CDATA[Jay Lee]]></itunes:name></itunes:owner><itunes:author><![CDATA[Jay Lee]]></itunes:author><googleplay:owner><![CDATA[jayleesprh@substack.com]]></googleplay:owner><googleplay:email><![CDATA[jayleesprh@substack.com]]></googleplay:email><googleplay:author><![CDATA[Jay Lee]]></googleplay:author><itunes:block><![CDATA[Yes]]></itunes:block><item><title><![CDATA[The Present Danger (and Cost) of Food Waste]]></title><description><![CDATA[Externalities, discount rates, and why fixing food waste starts in the kitchen]]></description><link>https://jayleesprh.substack.com/p/the-present-danger-and-cost-of-food</link><guid isPermaLink="false">https://jayleesprh.substack.com/p/the-present-danger-and-cost-of-food</guid><dc:creator><![CDATA[Jay Lee]]></dc:creator><pubDate>Fri, 29 May 2026 14:00:20 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!ZIvV!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20e30985-c4be-4fda-815a-def66b208d58_4032x3024.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Last week, I was able to attend the ReFED Food Waste Solutions Summit. It truly lived up to the billing of being the &#8220;Premier Food Waste Event of the Year.&#8221;</p><p>In one of the breakout sessions, I learned of a new measuring stick for how we&#8217;re doing regarding food waste.</p><p>Social Cost of Carbon.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!ZIvV!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20e30985-c4be-4fda-815a-def66b208d58_4032x3024.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!ZIvV!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20e30985-c4be-4fda-815a-def66b208d58_4032x3024.jpeg 424w, https://substackcdn.com/image/fetch/$s_!ZIvV!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20e30985-c4be-4fda-815a-def66b208d58_4032x3024.jpeg 848w, https://substackcdn.com/image/fetch/$s_!ZIvV!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20e30985-c4be-4fda-815a-def66b208d58_4032x3024.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!ZIvV!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20e30985-c4be-4fda-815a-def66b208d58_4032x3024.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!ZIvV!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20e30985-c4be-4fda-815a-def66b208d58_4032x3024.jpeg" width="1456" height="1092" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/20e30985-c4be-4fda-815a-def66b208d58_4032x3024.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1092,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:1285743,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/jpeg&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://jayleesprh.substack.com/i/199742521?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20e30985-c4be-4fda-815a-def66b208d58_4032x3024.jpeg&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!ZIvV!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20e30985-c4be-4fda-815a-def66b208d58_4032x3024.jpeg 424w, https://substackcdn.com/image/fetch/$s_!ZIvV!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20e30985-c4be-4fda-815a-def66b208d58_4032x3024.jpeg 848w, https://substackcdn.com/image/fetch/$s_!ZIvV!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20e30985-c4be-4fda-815a-def66b208d58_4032x3024.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!ZIvV!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20e30985-c4be-4fda-815a-def66b208d58_4032x3024.jpeg 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p style="text-align: center;"><em>(a pic of the actual slide from the actual breakout session, ReFED)</em></p><p>$59.1 billion. The social cost of carbon from U.S. food waste in 2024 alone. That&#8217;s a lot of dollars. Residential households account for 46.1% of it. More than foodservice, manufacturing, retail, and farm combined.</p><p>But first, what is Social Cost of Carbon?</p><p>Social Cost of Carbon captures projected future damages from a year of emissions. It puts a dollar value on the harm from emitting CO2 today. It rolls up projected impacts, such as human health, agricultural productivity, property damage, energy demand, and discounts them to present-day dollars.</p><p>I love this measure. It might be the clearest one we have. First, it&#8217;s so much easier to wrap our heads around dollars than CO2E. Context is king, and everyone understands USD. The numbers are a bit astronomical so full grasp is hard (just like the Federal Deficit) but it&#8217;s easier than other metrics we&#8217;ve seen/used. Second, I love that this metric captures externalities. They shouldn&#8217;t be ignored; they are true costs that we will need to bear.  Last, as an Econ major with years on the finance side doing valuations and DCF work, I love that it puts a price on our actions in today's dollars..</p><p>To this last point, the social cost of carbon is a present value calculation. The $59.1B isn&#8217;t a forecast of damages we&#8217;ll someday see. It&#8217;s the discounted value of those damages, in today&#8217;s dollars, from one year of food waste emissions. Finance people do present value every day for cash flows. SCC measures it for harm, in today&#8217;s terms.</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://jayleesprh.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://jayleesprh.substack.com/subscribe?"><span>Subscribe now</span></a></p><p>&#8220;Future damages&#8221; sounds optional and far away. Present value puts the liability created on the balance sheet. The danger isn&#8217;t speculative. It&#8217;s already been priced. We&#8217;re carrying $59.1B of it on the books for 2024 alone, and the meter is still running. A perpetuity of harm we keep underwriting.</p><p>However, after falling in love with the SCC metric, I did some side research. Turns out the math behind the number is contested. The biggest reason is the discount rate.</p><p>EPA&#8217;s 2023 report (i.e., the source ReFED is using) published estimates at three near-term discount rates: 1.5%, 2.0%, and 2.5%, with 2.0% as the central estimate. At the 2.0% rate, the social cost of a 2020 ton of CO2 lands at $190. ReFED chose 1.5%. The high-damages end of EPA&#8217;s own range.</p><p>From a DCF lens, 1.5% looks aggressive. Below the risk-free rate. Below any cost of capital you&#8217;d use for a private cash flow. By corporate finance standards, damages get inflated.</p><p>But SCC isn&#8217;t a DCF. It&#8217;s an intergenerational welfare calculation. That is a different problem. The framework comes from Frank Ramsey, a Cambridge mathematician who died at 26 in 1930 and left behind a rule every modern climate economist works inside. The Ramsey rule decomposes the discount rate into three pieces: pure time preference, the marginal utility of consumption, and the growth rate of consumption. For climate, the horizon runs centuries. Move the rate down, you place more weight on damages your grandchildren will bear. That&#8217;s not a math choice. It&#8217;s an ethics choice baked into the math.</p><p>Two camps split on the ethics.</p><p>Nicholas Stern, who ran the UK&#8217;s 2006 climate review, used a near-zero pure rate of time preference on moral grounds, in essence, arguing it&#8217;s indefensible to discount future generations just because they&#8217;re in the future. He landed around 1.4% effective. His conclusion: act aggressively, the damages of waiting dwarf the costs of action.</p><p>William Nordhaus, the Yale economist who won the 2018 Nobel for climate-economy modeling, used rates closer to market returns, which are historically 3-4%. His view: the discount rate should reflect how people actually behave, not how we think they should. His conclusion: more gradualist. He called it a climate policy ramp.</p><p>Neither is wrong. Stern asks what&#8217;s right. Nordhaus asks what&#8217;s real. EPA&#8217;s 2.0% central sits closer to Stern&#8217;s end. ReFED&#8217;s 1.5% lands even closer.</p><p>So, is 1.5% defensible? Yes. But it&#8217;s the low end. And the 2023 EPA estimates were already a ~273% increase from the 2021 figures, which used a 3% central rate. Move the rate, the number moves a lot. But whatever rate you choose, it&#8217;s still gargantuan. </p><p>Here&#8217;s the thing. The total dollar figure is sensitive to the rate. Set that aside for now, because the composition is not.</p><p>46.1% residential is 46.1% at any discount rate you pick. The household share is structural. Foodservice 28.5%, manufacturing 17.1%, retail 6.3%, farm 2% &#8212; those proportions hold at 1.5% or 5%. The argument I want to make doesn&#8217;t depend on the rate.</p><p>Why is residential so disproportionate?</p><p>Households throw out food that carries the full upstream carbon load. Farm inputs. Processing energy. Transport miles. Refrigeration at every step. Packaging. By the time a steak lands in a home fridge, every ton of CO2 required to put it there is embedded in it. When a household throws it out, all of that is wasted at once.</p><p>Foodservice and retail dump food earlier. Manufacturing losses happen before distribution. Households sit at the end of the chain. That&#8217;s where the embedded carbon piles up.</p><p>So: the kitchen is where the marginal intervention dollar pays back hardest. The highest-leverage point in the system. Not policy. Not industry. The fridge.</p><p>And here&#8217;s the catch. The kitchen is the layer with the least visibility. Households can&#8217;t optimize what they can&#8217;t see. They don&#8217;t know what they own, what&#8217;s still good, what&#8217;s about to turn. The intervention isn&#8217;t behavioral. It&#8217;s informational.</p><p>You can&#8217;t manage what you don&#8217;t measure. SCC made the danger legible. Our next step: making the kitchen legible too.</p><p>-Jay</p><p>springhouse.co</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://springhouse.co/&quot;,&quot;text&quot;:&quot;Join our waitlist&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://springhouse.co/"><span>Join our waitlist</span></a></p><p></p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://jayleesprh.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading! Subscribe for free to receive new posts and support my work.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div>]]></content:encoded></item><item><title><![CDATA[10,000 Ghost Kitchens vs. 130 Million Fridges]]></title><description><![CDATA[Marc Lore is building AWS for restaurants. He's solving a real problem &#8212; just not the one most households need solved.]]></description><link>https://jayleesprh.substack.com/p/10000-ghost-kitchens-vs-130-million</link><guid isPermaLink="false">https://jayleesprh.substack.com/p/10000-ghost-kitchens-vs-130-million</guid><dc:creator><![CDATA[Jay Lee]]></dc:creator><pubDate>Mon, 11 May 2026 18:29:59 GMT</pubDate><enclosure url="https://substackcdn.com/image/youtube/w_728,c_limit/gxtV8tUiZSw" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Marc Lore typed a prompt at the WSJ Future of Everything conference. Sixty seconds later, Wonder Create handed him a restaurant. Brand, menu, pricing, recipes, photography, nutrition info &#8212; all generated, ready to deploy across Wonder&#8217;s 120 robotic kitchens. Grubhub delivers it. He&#8217;s targeting 10,000 of these kitchens by 2040.</p><p>It&#8217;s a real demo. Lore is one of the most operationally serious builders in food. So, this/he should be taken seriously.</p><p>His bet with Wonder is that cooking is friction. Remove the friction and demand unlocks. Anyone &#8212; an influencer, a personal trainer, a charity, Disney &#8212; can spin up a food brand. The 700-ingredient kitchen handles the rest. Restaurants stop being capital projects and start being prompts.</p><p>It&#8217;s AWS for restaurants. The kitchens are servers. The ingredient library is the runtime. Wonder Create is the developer tooling. The stack is rented, not owned. It&#8217;s the most coherent platform thesis the food industry has ever seen.</p><div id="youtube2-gxtV8tUiZSw" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;gxtV8tUiZSw&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/gxtV8tUiZSw?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><p>If you&#8217;ve ever tried to open a restaurant, you know the friction is real. The failure rate is north of 60% in the first year, and most of that failure isn&#8217;t culinary. It&#8217;s lease, labor, equipment, working capital. Lore is removing the parts of restaurants that have nothing to do with food.</p><p>I think he&#8217;s right about the friction. I think he&#8217;s wrong about where the leverage is.</p><p>Here&#8217;s what this all quietly assumes: the bottleneck on what Americans eat is the supply of restaurants. More variety, faster, cheaper; and our habits will follow.</p><p>Let&#8217;s take a second to unpack this. Are Americans struggling to put dinner on the table because there aren&#8217;t enough delivery options? I don&#8217;t think so. Nobody at 6 PM is thinking <em>if only I had more restaurants to choose from.</em></p><p>Most American meals still happen at home. Per ReFED&#8217;s 2026 <em>Progress on the Plate</em> report, consumer food waste accounts for nearly half of all surplus food in the US. That is more than retail and foodservice, combined. A family of four throws away roughly $3,000 of food a year, more than the average household spends on home energy. Nationally, nearly a third of the entire food supply is lost or wasted between farm and home.</p><p>That&#8217;s not a delivery problem. It&#8217;s an intelligence problem.</p><p>There&#8217;s a pattern here, and it&#8217;s older than Wonder. Every wave of food tech has pointed AI at the symptom and skipped the root cause. Recipe apps optimized for engagement gave us 47-step pasta dishes nobody was going to make on a Tuesday. Meal planning apps gave us perfect weekly menus that ignored what was already in the fridge. Now algorithmic restaurants multiply the choices without making the decision easier.</p><p>The late Harvard Business School professor Clayton Christensen built his career around one question, codified in his Jobs to Be Done framework: what job is the customer hiring a product to do? People don&#8217;t buy quarter-inch drills. They hire them to hang a picture. Get the job right, you build a product. Get it wrong, you&#8217;ve built a clever feature looking for a customer.</p><p>Wonder is built around a real job: <em>I&#8217;m hungry and I don&#8217;t want to cook.</em> Millions hire DoorDash to do it every night. Wonder Create makes that supply infinite, a better way to do an existing job.</p><p>But it&#8217;s not the job most households need done at 5:47 PM on a Tuesday.</p><p>The actual job is: <em>feed my family in the next 45 minutes, without thinking too hard, without wasting what&#8217;s already in the fridge, without spending money I don&#8217;t need to spend.</em> A new restaurant doesn&#8217;t do that job. Even a 60-second one.</p><p>The job is hidden in the fridge.</p><p>The household kitchen is the last un-instrumented node in the food system. Farms have sensors. Supply chains have telemetry. Retail has SKU-level data. Restaurants have POS systems that know what sold five minutes ago. The fridge has nothing. No one, not the household, not the retailer, not the producer, knows what&#8217;s in there.</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://jayleesprh.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://jayleesprh.substack.com/subscribe?"><span>Subscribe now</span></a></p><p>Here&#8217;s the part of the 2026 ReFED report that didn&#8217;t make headlines: 2024 was the first year US food waste actually declined since the pandemic. Total surplus food fell 2.2%. The reduction was driven almost entirely by households, approx. 950,000 tons. People didn&#8217;t buy less food. They bought the same amount and managed it better. High grocery prices made them pay attention. Awareness alone moved the needle by a million tons. People want to save money, not find more options for delivery.</p><p>The household isn&#8217;t a hard problem because it&#8217;s resistant. It&#8217;s a hard problem because it&#8217;s invisible. When people can see what they have, they use it.</p><p>This is the bet we&#8217;re making with Springhouse. Not against Wonder. Both can be true. The future of food will involve more on-demand, more delivery, more programmable supply. Lore will be right about a lot of it.</p><p>But if you&#8217;re asking where food waste, food spend, and food intelligence compound over the next decade, the leverage isn&#8217;t in 10,000 ghost kitchens. It&#8217;s in 130 million American refrigerators.</p><p>Jay <br>springhouse.co</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://jayleesprh.substack.com/p/10000-ghost-kitchens-vs-130-million?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://jayleesprh.substack.com/p/10000-ghost-kitchens-vs-130-million?utm_source=substack&utm_medium=email&utm_content=share&action=share"><span>Share</span></a></p><p></p>]]></content:encoded></item><item><title><![CDATA[The Robot Chef Isn’t Coming (Yet)]]></title><description><![CDATA[Everyone&#8217;s talking about humanoid robots. Dreame just announced a fridge with a robot arm. Here&#8217;s why your kitchen is the last place any of this will actually work.]]></description><link>https://jayleesprh.substack.com/p/the-robot-chef-isnt-coming-yet</link><guid isPermaLink="false">https://jayleesprh.substack.com/p/the-robot-chef-isnt-coming-yet</guid><dc:creator><![CDATA[Jay Lee]]></dc:creator><pubDate>Fri, 01 May 2026 20:04:29 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!oS99!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0d6e929c-0ea9-4110-a004-0626353b2ca1_2204x1454.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>This week at its NEXT event in San Francisco, Dreame (a Chinese consumer tech company best known for robot vacuums, now pushing aggressively into the broader smart home) unveiled a concept fridge with a robotic arm that unfolds from the top, unpacks your groceries, and sorts them onto the shelves. It scans your face. It scans your fingerprints. It pulls health data from your smartwatch and tells you what to eat.</p><p>It also doesn&#8217;t exist yet. The N1 was shown as an animation, not a working prototype.</p><p>That should tell you something.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!oS99!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0d6e929c-0ea9-4110-a004-0626353b2ca1_2204x1454.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!oS99!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0d6e929c-0ea9-4110-a004-0626353b2ca1_2204x1454.png 424w, https://substackcdn.com/image/fetch/$s_!oS99!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0d6e929c-0ea9-4110-a004-0626353b2ca1_2204x1454.png 848w, https://substackcdn.com/image/fetch/$s_!oS99!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0d6e929c-0ea9-4110-a004-0626353b2ca1_2204x1454.png 1272w, https://substackcdn.com/image/fetch/$s_!oS99!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0d6e929c-0ea9-4110-a004-0626353b2ca1_2204x1454.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!oS99!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0d6e929c-0ea9-4110-a004-0626353b2ca1_2204x1454.png" width="1456" height="961" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/0d6e929c-0ea9-4110-a004-0626353b2ca1_2204x1454.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:961,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:3248345,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://jayleesprh.substack.com/i/196158240?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0d6e929c-0ea9-4110-a004-0626353b2ca1_2204x1454.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!oS99!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0d6e929c-0ea9-4110-a004-0626353b2ca1_2204x1454.png 424w, https://substackcdn.com/image/fetch/$s_!oS99!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0d6e929c-0ea9-4110-a004-0626353b2ca1_2204x1454.png 848w, https://substackcdn.com/image/fetch/$s_!oS99!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0d6e929c-0ea9-4110-a004-0626353b2ca1_2204x1454.png 1272w, https://substackcdn.com/image/fetch/$s_!oS99!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0d6e929c-0ea9-4110-a004-0626353b2ca1_2204x1454.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p style="text-align: center;"><em>Courtesy of Dreame, 2026.</em></p><p>Dreame is just the latest entrant in a much bigger story. If you follow tech news or watched CES this year, you&#8217;re on overload with humanoid robot demos. Boston Dynamics doing parkour. Tesla&#8217;s Optimus folding laundry. Figure AI making coffee. The implication is clear: robot helpers are coming to your home, and soon they&#8217;ll be cooking dinner.</p><p>The appeal is undeniable. We&#8217;ve been promised robot helpers since <em>The Jetsons</em>: machines that handle the drudgery while we put our feet up. There&#8217;s something visceral about watching a humanoid crack an egg that makes it <em>feel</em> like the future in a way software never does. The demos go viral for a reason.</p><p>My take: robots aren&#8217;t coming to your kitchen. Not for a while. </p><p>I say this as someone who spent years in defense technology, where robotics investment is massive. The kitchen is one of the hardest environments a robot could operate in. And the problem robots would solve isn&#8217;t the problem most people actually have.</p><div><hr></div><p><strong>The dexterity problem</strong></p><p>Watch a home cook for five minutes. They&#8217;re cracking eggs one-handed, judging whether garlic is burning by smell, squeezing an avocado to check ripeness, adjusting the heat because the pan sounds wrong.</p><p>This is insanely hard for robots.</p><p>Industrial robots work in controlled environments with fixed positions, predictable inputs, and repetitive tasks. A robot arm that welds car frames all day is very good at welding car frames. It would be useless in your kitchen.</p><p>Home cooking requires:</p><ul><li><p>Fine motor manipulation of irregular, fragile, slippery objects (eggs, tomatoes, raw meat)</p></li><li><p>Real-time sensory feedback across vision, sound, smell, and touch</p></li><li><p>Constant improvisation based on how ingredients actually behave</p></li></ul><p>We don&#8217;t have robots that can reliably fold towels. Cooking is ten times harder.</p><p>Even Dreame&#8217;s fridge arm, a far narrower problem than cooking, only claims to <em>put groceries away</em>. And the company&#8217;s own spec sheet quietly admits its 95% ingredient recognition accuracy is achieved &#8220;in ideal unobstructed environments.&#8221; Translation: when nothing is in the way. Which is to say, only in demos, not in an actual fridge.</p><div><hr></div><p><strong>The variability problem</strong></p><p>Every kitchen is different.</p><p>Counter heights vary. Drawers are in different places. Your knives are in a block; mine are in a drawer; my neighbor&#8217;s are on a magnetic strip. The stove knobs turn differently. The cutting board is wherever you left it last night.</p><p>Industrial automation works because you control the environment. You can&#8217;t control across millions of kitchens worldwide. A robot that works flawlessly in a demo kitchen will fail the moment it encounters a cluttered counter, a different pan size, or a drawer that sticks.</p><div><hr></div><p><strong>The cost problem</strong></p><p>The cheapest humanoid robots in development are targeting $20K to $30K at scale. Current models cost far more, and that&#8217;s before maintenance, repairs, and the software updates a machine this complex will demand.</p><p>For context: the average American kitchen renovation costs about $25K. People aren&#8217;t going to spend that on a robot that <em>might</em> be able to make scrambled eggs.</p><p>Consumer robotics likely only works at price points under $1K to $2K. We&#8217;re nowhere close. Yes, technology gets cheaper over time. The point is that the time horizon is longer than the headlines suggest.</p><div><hr></div><p><strong>The safety problem</strong></p><p>A robot with enough force to chop vegetables has enough force to hurt someone.</p><p>Kitchens have kids running through. Pets underfoot. Clutter everywhere. Hot surfaces, sharp objects, unpredictable movement.</p><p>Industrial robots solve this by operating in cages, separated from humans. You can&#8217;t cage off your kitchen.</p><p>The safety engineering required to put a capable humanoid robot in a home, wielding knives and working near open flames, is a problem nobody has come close to solving. The robot can&#8217;t be damaged, sure. More importantly, your family has to be safe. Every time, with no exceptions.</p><div><hr></div><p><strong>The real problem isn&#8217;t physical</strong></p><p>Here&#8217;s the thing: most people don&#8217;t need a robot to cook for them. (Or to put away their groceries.)</p><p>They need to know <em>what</em> to cook.</p><p>The first impediment isn&#8217;t labor. It&#8217;s decision-making. It&#8217;s standing in front of a full fridge at 6 pm with no idea what to make. It&#8217;s the cognitive load of figuring out what goes with what, what&#8217;s about to expire, and what you can pull together in 30 minutes.</p><p>That&#8217;s not a hardware problem. It&#8217;s a software problem.</p><p>Look closely at the Dreame N1 and you&#8217;ll notice something telling: the headline feature is the arm, but the actual value the company is pitching is the <em>intelligence</em>. Recognizing 1,800 ingredients. Tracking expiration dates. Generating recipes. Pulling in health data to suggest what to eat.</p><p>The robot arm is the demo. The software is the product.</p><p>They just buried the lede behind a piece of hardware nobody asked for.</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://jayleesprh.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://jayleesprh.substack.com/subscribe?"><span>Subscribe now</span></a></p><div><hr></div><p><strong>What actually helps</strong></p><p>The kitchen doesn&#8217;t need a humanoid robot. It doesn&#8217;t need a robot arm in the fridge either.</p><p>It needs intelligence. <em>You</em> need intelligence.</p><p>Not a machine that does the cooking for you, but a system that tells you what to cook, adapts to what you have, and makes the decision for you.</p><p>That&#8217;s what we&#8217;re building at Springhouse.</p><p>We track what&#8217;s in your kitchen. We understand how ingredients behave. And we give you one clear answer every night&#8230; here&#8217;s what to make, here&#8217;s how to make it.</p><p>No recipe searching. No decision fatigue. No robot that costs as much as a car and still can&#8217;t crack an egg.</p><p>The future of the kitchen isn&#8217;t a humanoid robot. It&#8217;s not a fridge that scans your fingerprints either. It&#8217;s intelligence that works <em>with</em> you.</p><div><hr></div><p><strong>The long view</strong></p><p>Will robots eventually work in kitchens? Maybe. Decades from now, with serious advances in dexterity, sensing, AI, safety engineering, and cost reduction, it&#8217;s possible. But the hype cycle is way ahead of reality. The demos look impressive. The actual capability is nowhere near home-ready.</p><p>NVIDIA&#8217;s work on physical AI simulation (training robots in virtual environments before deploying them in the real world) could accelerate the timeline. We&#8217;re not talking about halving a five-year horizon. We&#8217;re talking about a technology that&#8217;s still decades out, possibly arriving in fifteen years.</p><p>In the meantime, the dinner problem is real, and it&#8217;s solvable today. Not with a fragile $50,000 robot. Not with a fridge that judges your snack choices. With software that actually understands food.</p><p>I&#8217;m not anti-robot. I&#8217;m not immune to hype. When the technology is actually ready, I&#8217;ll be the first in line. Right now, the most valuable thing we can put in your kitchen is intelligence.</p><p>Jay</p><p>springhouse.co</p>]]></content:encoded></item><item><title><![CDATA[Is AI worth the electrons?]]></title><description><![CDATA[Earth Day 2026 edition: AI has a real climate bill. Food waste might be the rare place the math actually pencils out.]]></description><link>https://jayleesprh.substack.com/p/is-ai-worth-the-electrons</link><guid isPermaLink="false">https://jayleesprh.substack.com/p/is-ai-worth-the-electrons</guid><dc:creator><![CDATA[Jay Lee]]></dc:creator><pubDate>Wed, 22 Apr 2026 12:49:19 GMT</pubDate><content:encoded><![CDATA[<p>Earth Day, 2026.</p><p>The AI industry has a climate problem it doesn&#8217;t love talking about on Earth Day.</p><p>The International Energy Agency (IEA) projects global electricity consumption for AI operations will hit 800 terawatt-hours (TWh) in 2026. That&#8217;s about what Japan uses in a year. In the U.S., data centers are on track to consume somewhere between 6.7 and 12 percent of national electricity by 2028. In Ireland, the share is already over 20 percent. Training one frontier model (the largest and most capable AI systems, built by labs like OpenAI, Anthropic, and Google) can draw as much power in a single run as hundreds of American households use across an entire year.</p><p>None of this is a reason to stop. But it is a reason to ask a sharper question.</p><p>Is AI worth the electrons?</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://jayleesprh.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://jayleesprh.substack.com/subscribe?"><span>Subscribe now</span></a></p><div><hr></div><p>The answer is domain-specific.</p><p>For drug discovery, protein folding, climate modeling: yes, obviously. For most consumer AI features bolted onto apps that didn&#8217;t need them: probably not. For generating a blog post about your cat: almost certainly not. </p><p>For food waste, the numbers are interesting. And the companies are already there.</p><p>Afresh announced $34 million in new funding yesterday. They build AI for grocery, specifically the fresh perimeter (produce, meat, dairy, bakery, and other short-shelf-life categories), where most of a store&#8217;s waste happens. They&#8217;ve prevented more than 200 million pounds of food waste to date, working with Albertsons, Meijer, and Wakefern. Winnow is doing parallel work in commercial kitchens: measuring what chefs actually throw out so they can see their own patterns and adjust. Flashfood has partnered with Kroger, Loblaws, and others to mark down specific items before they spoil, instead of discounting whole categories. Apeel Sciences developed a plant-based coating that extends produce shelf life. Too Good To Go runs one of the largest consumer marketplaces for end-of-day surplus from restaurants and shops. Mill processes home food scraps into chicken feed.</p><p>Some use AI; some don&#8217;t. All of them share one feature: they&#8217;re trying to close a specific information gap in a specific place in the system.</p><div><hr></div><p>ReFED, which publishes the definitive annual report on U.S. food waste, flagged something important in this year&#8217;s edition. AI&#8217;s proven wins on food waste so far are on the commercial side. Forecasting. Inventory. Routing. In the home, the tools are still early. And the home is where the waste actually lives. Households account for 30 to 40 percent of the U.S. total, more than restaurants, grocery retail, or farms.</p><p>That gap is where we&#8217;re working.</p><div><hr></div><p>At Agile Defense, we built systems for situational awareness (SA) to enable domain visibility. Same principle applies to a refrigerator. You cannot decide about what you cannot see.</p><p>The same pattern keeps showing up in consumer tech. Before budgeting apps like YNAB and Monarch, most people had no real picture of where their money went, so they overspent in ways they didn&#8217;t intend. Once the picture became legible, behavior changed. A fitness tracker doesn&#8217;t make anyone want to walk more; it just finally tells them they aren&#8217;t. A smart thermostat doesn&#8217;t demand virtue; it shows you the heating bill you thought you were avoiding.</p><p>These tools don&#8217;t lecture. They don&#8217;t rely on willpower. They show you what&#8217;s there and let you do the rest.</p><p>A kitchen is overdue for the same treatment.</p><div><hr></div><h2>One banana, one recipe</h2><p>A back-of-the-envelope on what &#8220;worth the electrons&#8221; actually means.</p><p>Consider a single banana going off in the back of the drawer.</p><p>Growing, shipping, refrigerating, and packaging it produced roughly 110 grams of CO&#8322;e (carbon dioxide equivalent, a unit that rolls multiple greenhouse gases into one comparable number). If that banana ends up rotting in a landfill instead of being eaten, it generates another ~100 grams of CO&#8322;e as methane, which is about 28 times more potent than CO&#8322; over a century. Round it down to ~200 grams of CO&#8322;e per banana you failed to eat.</p><p>Now the other side of the ledger: an AI recipe query.</p><p>A text query to a large language model uses somewhere between 0.3 and 3 watt-hours (a watt-hour is the energy it takes to run a one-watt device for one hour; a typical LED bulb uses around 10 watt-hours per hour). OpenAI&#8217;s Sam Altman pegged the average ChatGPT query at 0.34 watt-hours. A recipe generation is a little heavier than average. Call it 1 watt-hour to be conservative. At the U.S. grid average of roughly 400 grams of CO&#8322; per kilowatt-hour, that works out to about 0.4 grams of CO&#8322;e per query.</p><p>So,:</p><ul><li><p>One wasted banana &#8776; 200 grams CO&#8322;e</p></li><li><p>One recipe query &#8776; 0.4 grams CO&#8322;e</p></li><li><p>Ratio: <strong>saving one banana is worth about 500 recipe queries</strong></p></li></ul><p>If AI helps you save the banana, the math isn&#8217;t close. It&#8217;s not even on the same ledger. Five hundred &#8220;what can I make with this?&#8221; queries pay for themselves in a single piece of fruit you were going to throw out anyway.</p><div><hr></div><p>Earth Day is a good day to be honest about both possibilities.</p><p>AI is not automatically good for the climate. Most of what gets branded &#8220;AI for climate&#8221; is marketing. Some of it will land. Most of it won&#8217;t.</p><p>The places it will land are places with huge, specific, measurable inefficiency, where better information translates directly into less matter wasted. Food is one of those places. That&#8217;s the bet. And a lot of good companies are already making it.</p><p>In the meantime: open the fridge. Pull out the back row. Throw away what&#8217;s gone. Plan dinner around what&#8217;s left.</p><p>That part works regardless of what happens to AI.</p><p>Happy Earth Day.</p><p>&#8212;Jay</p><p>springhouse.co</p>]]></content:encoded></item><item><title><![CDATA[$380 Billion in the Trash]]></title><description><![CDATA[The 2026 ReFED Food Waste Report is out. The numbers are staggering but improving. There&#8217;s data on page 12 you have to see.]]></description><link>https://jayleesprh.substack.com/p/380-billion-in-the-trash</link><guid isPermaLink="false">https://jayleesprh.substack.com/p/380-billion-in-the-trash</guid><dc:creator><![CDATA[Jay Lee]]></dc:creator><pubDate>Wed, 08 Apr 2026 14:22:34 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!Pfr4!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7e9864fd-3b67-4947-b869-875d8d0abb3e_1920x1080.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Yesterday, ReFED released their annual U.S. Food Waste Report &#8212; the closest thing this space has to a state of the union. The headline is cautiously optimistic. For the first time since a COVID-era dip, food waste went down year-over-year.</p><p>The scale of what remains: in 2024, the United States generated 70 million tons of surplus food. Twenty-nine percent of the entire food supply. The value: <strong>$380 billion</strong>. <em>One point three percent of U.S. GDP</em>, discarded</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!Pfr4!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7e9864fd-3b67-4947-b869-875d8d0abb3e_1920x1080.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!Pfr4!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7e9864fd-3b67-4947-b869-875d8d0abb3e_1920x1080.png 424w, https://substackcdn.com/image/fetch/$s_!Pfr4!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7e9864fd-3b67-4947-b869-875d8d0abb3e_1920x1080.png 848w, https://substackcdn.com/image/fetch/$s_!Pfr4!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7e9864fd-3b67-4947-b869-875d8d0abb3e_1920x1080.png 1272w, https://substackcdn.com/image/fetch/$s_!Pfr4!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7e9864fd-3b67-4947-b869-875d8d0abb3e_1920x1080.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!Pfr4!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7e9864fd-3b67-4947-b869-875d8d0abb3e_1920x1080.png" width="1456" height="819" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/7e9864fd-3b67-4947-b869-875d8d0abb3e_1920x1080.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:819,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:396783,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://jayleesprh.substack.com/i/193577228?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7e9864fd-3b67-4947-b869-875d8d0abb3e_1920x1080.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!Pfr4!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7e9864fd-3b67-4947-b869-875d8d0abb3e_1920x1080.png 424w, https://substackcdn.com/image/fetch/$s_!Pfr4!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7e9864fd-3b67-4947-b869-875d8d0abb3e_1920x1080.png 848w, https://substackcdn.com/image/fetch/$s_!Pfr4!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7e9864fd-3b67-4947-b869-875d8d0abb3e_1920x1080.png 1272w, https://substackcdn.com/image/fetch/$s_!Pfr4!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7e9864fd-3b67-4947-b869-875d8d0abb3e_1920x1080.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><div><hr></div><h2>Where it comes from</h2><p>Residential accounts for 33.5% of surplus food. Farms, 24.2%. Manufacturing, 18.8%. Foodservice, 17.9%. Retail, the most visible part of the supply chain, is 5.7%. Add residential to restaurant plate waste: 46%.</p><p>Nearly half the problem originates with consumers.</p><p>Not farms. Not factories. Not grocery stores. Us.</p><p>The average American spends $762 per year on food that never gets eaten.</p><div><hr></div><h2>The first real progress in years</h2><p>Total surplus dropped 2.2% from 2023 to 2024. Per capita, 3.7%. Household waste fell by roughly 950,000 tons, the greenhouse gas equivalent of removing 844,000 cars from the road for a year.</p><p>People didn&#8217;t become better cooks. They didn&#8217;t develop new habits. Grocery prices rose 29% since February 2020. They stopped wasting food because they couldn&#8217;t afford to.</p><p>Pain drove the progress. That&#8217;s not a strategy.</p><p>ReFED&#8217;s president, Dana Gunders, called this an &#8220;opportune moment&#8221; and urged the industry to &#8220;step on the gas.&#8221; She is right that the conditions exist. The question the report does not answer: what happens to these behaviors when grocery prices stabilize and the pressure lifts.</p><div><hr></div><h2>Data from Page 12 - Intent</h2><p>Among consumers spending more on groceries than the prior year:</p><ul><li><p>87% check what they have at home before shopping</p></li><li><p>72% plan meals and grocery lists more closely</p></li><li><p>76% monitor what needs to be used before it spoils</p></li><li><p>76% eat leftovers more often</p></li><li><p>62% use their freezer more</p></li></ul><p>The intent is there. The system isn&#8217;t.</p><p>Waste fell most where food was easy to see: milk, prepared foods, items at eye level. Fresh fruit buried in a crisper drawer saw no improvement. Visibility determined outcome.</p><p>The report states: &#8220;Solutions that improve inventory visibility, such as refrigerator monitoring tools, as well as tools that help people easily use up food that is on hand, present opportunities to sustain and increase these behaviors.&#8221;</p><p>That is the product we are building at Springhouse.</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://jayleesprh.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://jayleesprh.substack.com/subscribe?"><span>Subscribe now</span></a></p><div><hr></div><h2>The AI section is honest</h2><p>ReFED interviewed more than 35 experts on AI&#8217;s role in food waste reduction. AI has proven impact in commercial operations: professional kitchens, retail demand forecasting, manufacturing yield. Established technology, documented results.</p><p>For households, the picture is different. AI applications in the home &#8220;remain in their early stages and largely focus on improving waste visibility and encouraging behavior change.&#8221; The most advanced approaches have &#8220;yet to result in sizable reductions in wasted food.&#8221; Most evidence &#8220;reflects simulations, prototypes, or controlled trials rather than validated, large-scale deployments.&#8221;</p><p>The consumer intent is there. The technology exists. No product has connected them in a way people use every day. Not yet.</p><div><hr></div><h2>What the numbers say</h2><p>The problem concentrates at the consumer level. And within that segment, the primary driver isn&#8217;t carelessness.</p><p>It&#8217;s visibility.</p><p>People check their fridges. They plan meals. They watch expiration dates. All of it manually, in their heads, without any system behind it.</p><p>It&#8217;s 6 PM on a Tuesday. The fridge has food in it. They don&#8217;t know exactly what, or what to make with it. Some of it will get thrown away.</p><p>That&#8217;s the gap.</p><div><hr></div><p>The full report is at refed.org.</p><p>&#8212; Jay</p><p><em>Springhouse</em></p>]]></content:encoded></item><item><title><![CDATA[Infinite Scroll’s Big Tobacco Moment]]></title><description><![CDATA[Stop scrolling; start cooking. How the most addictive design pattern in history ended up in your recipe app, and why courts and governments are finally pushing back.]]></description><link>https://jayleesprh.substack.com/p/infinite-scrolls-big-tobacco-moment</link><guid isPermaLink="false">https://jayleesprh.substack.com/p/infinite-scrolls-big-tobacco-moment</guid><dc:creator><![CDATA[Jay Lee]]></dc:creator><pubDate>Fri, 27 Mar 2026 16:20:20 GMT</pubDate><content:encoded><![CDATA[<p>Right now, infinite scroll is on trial. And it&#8217;s losing.</p><p>On Tuesday, a jury in Santa Fe, New Mexico ordered Meta to pay $375 million after finding the company misled users about the safety of its platforms for children. Six weeks of testimony. Psychiatric experts. Whistleblowers. A recording of Mark Zuckerberg&#8217;s deposition played in open court. The prosecution&#8217;s closing argument: &#8220;The safety issues weren&#8217;t mistakes. They were a product of a corporate philosophy that chose growth and engagement over children&#8217;s safety.&#8221;</p><p>One day later, just this week, a jury in Los Angeles found Meta and YouTube negligent in a landmark social media addiction trial, awarding $6 million in damages to a young woman who became addicted to the platforms as a child. The jury found that both companies designed their apps to hook young users and failed to warn them of the dangers. The plaintiff&#8217;s lawyers argued that features like infinite scroll, autoplay, and notifications made the platforms a &#8220;digital casino&#8221; that children couldn&#8217;t put down. The lead attorney called it &#8220;the engineering of addiction.&#8221; Experts are calling it social media&#8217;s Big Tobacco moment.</p><p>One of the witnesses who took the stand in the New Mexico trial: Aza Raskin, the man who invented infinite scroll. He testified against Meta about a feature he designed twenty years ago for blog posts.</p><p>Last month, the European Commission ordered TikTok to disable infinite scroll or face fines of up to $2.1 billion, ruling that its addictive design violates the Digital Services Act &#8212; the first time any government has declared social media design architecture illegal. New York, California, and Minnesota now require warning labels on apps that use infinite scroll, autoplay, or algorithmically driven feeds.</p><p>Two jury verdicts in two days. An EU enforcement action. State-level legislation across the country. The architecture of the modern internet is being challenged on every front.</p><p>But to understand how we got here, you have to go back to where it started.</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://jayleesprh.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://jayleesprh.substack.com/subscribe?"><span>Subscribe now</span></a></p><div><hr></div><h2>The invention no one asked for</h2><p>In 2006, a young interface designer named Aza Raskin was using Google and getting frustrated. Every time he reached the bottom of a page of search results, he had to click to load the next page. It was clunky. It broke his flow. So he had an idea: what if the page just kept loading? What if, as you scrolled down, more content appeared automatically &#8212; no clicking, no waiting, no end?</p><p>He called it infinite scroll.</p><p>Raskin designed it for a simple, practical purpose. He was thinking about blog posts and search results. If you hadn&#8217;t found what you were looking for, why make you click? Just load more. It was, by any reasonable measure, a better interface.</p><p>He pitched it to Google and Twitter. They adopted it. And then social media happened.</p><p>What Raskin didn&#8217;t foresee &#8212; what he says he was &#8220;completely blind to&#8221; &#8212; was how infinite scroll would interact with business models built on attention. Social media companies don&#8217;t sell products. They sell your time. The longer you stay on the app, the more ads you see, the more money they make. Infinite scroll removed the one natural stopping point &#8212; the bottom of the page &#8212; and replaced it with nothing. There was no end. There was no signal that said &#8220;you&#8217;re done.&#8221; There was just more.</p><p>Raskin has since called infinite scroll &#8220;one of the first products designed to not simply help a user, but to deliberately keep them online for as long as possible.&#8221; He&#8217;s estimated that time equivalent to 200,000 human lifetimes is wasted every day because of it. He has apologized publicly, multiple times, for what he created.</p><p>But infinite scroll was just the mechanism. The philosophy behind it was already taking shape.</p><div><hr></div><h2>The News Feed changes everything</h2><p>On September 5, 2006 &#8212; the same year Raskin invented infinite scroll &#8212; a Facebook product manager named Ruchi Sanghvi shipped a feature that would reshape how billions of people consume information.</p><p>It was called the News Feed.</p><p>Before the News Feed, Facebook was essentially a digital phone book. You had a profile. Your friends had profiles. If you wanted to know what someone was up to, you went to their page and looked. It was static, deliberate, and user-directed. You chose what to see and when to see it.</p><p>The News Feed flipped that model. Instead of you going to the information, the information came to you &#8212; in a live, continuously updating stream. Every time a friend posted a photo, changed their status, liked a page, or friended someone new, it appeared in your feed. You didn&#8217;t have to do anything. You just opened the app and content was already there, waiting.</p><p>The initial reaction was outrage. Users called it creepy, invasive, a violation of privacy. There were protests. Petitions. But Facebook kept the feature, and within weeks, engagement skyrocketed. People couldn&#8217;t stop checking it.</p><p>In 2007, Facebook added the Like button and began experimenting with algorithms &#8212; deciding not just what to show you, but in what order. By 2009, posts with the most engagement were being pushed to the top. The feed was no longer chronological. It was optimized.</p><p>Optimized for what? Time spent. The metric that mattered &#8212; to Facebook, to advertisers, to investors &#8212; was how long you stayed on the platform. Every algorithm update, every design tweak, every A/B test was oriented toward a single question: how do we keep them here longer?</p><p>A journalist at Slate later called the News Feed &#8220;the inspiration for just about every social-media feature that has come along since.&#8221; He wasn&#8217;t exaggerating. Instagram, Twitter, Pinterest, TikTok, YouTube, LinkedIn&#8230; every major platform adopted the same model. A feed. An algorithm. Infinite content. No end point. Maximum time on app.</p><div><hr></div><h2>The slot machine in your pocket</h2><p>By the mid-2010s, a former Google design ethicist named Tristan Harris was sounding the alarm.</p><p>Harris had spent years inside Google studying how technology affects attention, well-being, and behavior. What he saw disturbed him. In 2013, he wrote a 141-slide presentation titled &#8220;A Call to Minimize Distraction &amp; Respect Users&#8217; Attention&#8221; and shared it with colleagues. It went viral inside Google, viewed by tens of thousands of employees.</p><p>His central argument was simple and devastating: smartphones are slot machines. Every time you pull your phone out of your pocket and check for notifications, you&#8217;re pulling a lever. Sometimes there&#8217;s a reward &#8212; a like, a message, a new post. Sometimes there&#8217;s nothing. That unpredictability &#8212; what psychologists call &#8216;intermittent variable rewards&#8217; &#8212; is the most addictive reinforcement schedule known to science. It&#8217;s the exact mechanism that makes casinos profitable.</p><p>Harris pointed out that this wasn&#8217;t accidental. App designers knew exactly what they were doing. As he put it: tech companies were &#8220;taking behavioral cocaine and sprinkling it all over your interface.&#8221; The business model demanded it. If your stock price depends on time-on-app going up, you will find ways to keep people hooked.</p><p>In 2018, Harris and Aza Raskin co-founded the Center for Humane Technology. The inventor of the thing and the person who understood what it was doing to us, working together to undo the damage. That tells you something about how far off the rails things had gone.</p><p>For years, their warnings were treated as interesting but largely academic. Tech companies made token gestures toward &#8220;digital wellbeing&#8221; and kept optimizing for engagement. As the verdicts this week make clear, that era is over. The architecture itself is now a legal liability.</p><p>But here&#8217;s what none of these lawsuits, rulings, or warning labels address: the same design pattern doesn&#8217;t just live on social media. It lives everywhere, including the apps you use to figure out what&#8217;s for dinner.</p><div><hr></div><h2>The paradox that explains your kitchen</h2><p>While the tech world was building the attention economy, a psychologist named Barry Schwartz was studying a different but deeply related problem: what happens when people have too many choices.</p><p>In 2004, Schwartz published &#8220;The Paradox of Choice: Why More Is Less.&#8221; His thesis was counterintuitive: more options don&#8217;t make us happier. They make us more anxious, more indecisive, and less satisfied with whatever we ultimately choose.</p><p>The research that crystallized this was a jam study. Researchers set up a tasting display at a grocery store. When they offered 24 varieties of jam, 60% of shoppers stopped to look, but only 3% bought anything. When they offered just 6 varieties, fewer people stopped, but purchases went up tenfold. More choice attracted attention but paralyzed action.</p><p>Schwartz connected this to a broader epidemic of decision fatigue. Every decision you make &#8212; from what to wear to what email to answer &#8212; depletes the same cognitive resource. By the end of a workday, your capacity to make good decisions is diminished. And then you walk into your kitchen and an app hands you 2,400 options.</p><p>But there&#8217;s a study that connects these ideas even more viscerally &#8212; and it involves food. Researchers gave people soup bowls that secretly refilled from the bottom. The people eating from these bottomless bowls consumed 73% more soup than people with normal bowls. And here&#8217;s the remarkable part: they didn&#8217;t believe they&#8217;d eaten more. Without a signal that the bowl was empty, without a stopping point, they just kept going.</p><p>Infinite scroll is a bottomless bowl. And your recipe app is serving you soup you never finish.</p><div><hr></div><h2>Every food app inherited the feed</h2><p>Here&#8217;s what nobody talks about: the same design architecture that powers doomscrolling on Instagram is the foundation of almost every cooking and recipe platform.</p><p>It&#8217;s 6:17 PM. You&#8217;re standing in your kitchen. There&#8217;s chicken in the fridge, some vegetables in the drawer, half a bag of rice in the pantry. You open a recipe app. You type &#8220;chicken.&#8221; 2,400 results. You scroll. Honey garlic chicken. Chicken tikka masala. Chicken piccata. Each one looks good. Each one requires ingredients you&#8217;re not sure you have. You tap one, scan the ingredient list, realize you&#8217;re missing shallots, go back. Tap another. &#8220;Marinate for 4 hours.&#8221; It&#8217;s 6:17. Back. Tap another. The photos are beautiful. The recipe has 847 five-star reviews. You start reading the comments. You&#8217;re now three minutes in and no closer to dinner.</p><p>You close the app. You open Uber Eats.</p><p>This scene plays out in millions of kitchens every night. Most people assume it&#8217;s their fault &#8212; they&#8217;re indecisive, they should have planned better. But it&#8217;s not their fault. It&#8217;s the design.</p><p>Think about how recipe apps work. You search for something. You get a feed of results. You scroll through them. Each result is designed to catch your eye &#8212; beautiful photography, compelling headlines, star ratings. The app wants you to keep browsing, keep saving recipes to collections you&#8217;ll never revisit, keep engaging.</p><p>The business model is the same as social media: time on app. Recipe platforms make money through ads, sponsored content, and premium subscriptions. The longer you scroll, the more ads you see. A user who finds what they need in 30 seconds and leaves is a failed engagement. A user who scrolls for 10 minutes, saves six recipes, and comes back tomorrow is a success. Even if they never actually cooked anything.</p><p>This is absolutely insane when you think about what the user actually needs.</p><p>You&#8217;re standing in your kitchen. You have specific ingredients. You have a specific amount of time. You have a household with specific preferences. You don&#8217;t need 2,400 options. You need one answer.</p><p>But one answer is bad for the feed. One answer means you leave. And leaving is the opposite of what the architecture was designed to produce. Vanity metrics flag, founders fret, investors flee: panic ensues.</p><div><hr></div><h2>What would the opposite look like?</h2><p>If infinite scroll is the problem, then the answer isn&#8217;t a better feed. It&#8217;s no feed at all.</p><p>What if an app gave you one option instead of 2,400? What if the success metric wasn&#8217;t time-on-app but whether you actually did the thing you opened the app to do? What if the best possible session was: open, get your answer, close, go live your life? What if intelligence actually gave you what you really needed: one clear, calm answer.</p><p>That&#8217;s a radical idea in consumer software. Almost every app on your phone is designed to keep you inside it. The entire business model of the modern internet &#8212; ads, engagement, retention &#8212; depends on you staying. An app that wants you to leave is an app that has to find a completely different reason to exist.</p><p>But for certain problems &#8212; and dinner is one of them &#8212; it&#8217;s the only design that makes sense. You&#8217;re standing in your kitchen at 6:17 PM. You don&#8217;t need to be engaged. You need to be cooking.</p><p>I spent years in defense technology building situational awareness systems, tools that helped people make sense of messy, fast-changing environments. One of the core lessons: more data is not the same as better understanding. A feed gives you more data. Situational awareness gives you better decisions. Every recipe app is giving you ten thousand data points. The right answer is the right one.</p><p>That&#8217;s the philosophy behind what we&#8217;re building at Springhouse. Not a feed. Not a scroll. One clear answer based on what&#8217;s in your kitchen, and then you put the phone down and cook.</p><div><hr></div><h2>Designing for the kitchen, not the screen</h2><p>Governments and juries are now confirming what Raskin and Harris have been saying for years: infinite scroll is not a neutral design choice. It&#8217;s an architecture that prioritizes engagement over well-being. The EU is legislating against it. Juries are awarding hundreds of millions in damages over it. The inventor himself took the stand to testify against what his creation became.</p><p>Aza Raskin, after years of regret, built himself a personal tool to break his own scrolling addiction. It added a small, random delay (just 250 milliseconds), every time he scrolled. The longer he scrolled, the longer the delay got. It gave his brain just enough time to catch up with his impulses. Within days, his scrolling habit was broken. He&#8217;d pause and think: &#8220;Do I actually want to be doing this?&#8221;</p><p>That&#8217;s a tiny, elegant intervention. A fraction of a second that changed behavior.</p><p>The question for anyone building consumer software right now is: are you designing for the screen, or for the life on the other side of it?</p><p>The feed was designed for the screen. The kitchen needs something else.</p><p>&#8212; Jay</p><p><em>Springhouse</em></p><p><a href="http://springhouse.co">springhouse.co</a></p>]]></content:encoded></item><item><title><![CDATA[Show Your Work]]></title><description><![CDATA[Building in public is supposed to be the playbook. Nobody mentioned it would feel like this.]]></description><link>https://jayleesprh.substack.com/p/show-your-work</link><guid isPermaLink="false">https://jayleesprh.substack.com/p/show-your-work</guid><dc:creator><![CDATA[Jay Lee]]></dc:creator><pubDate>Fri, 13 Mar 2026 14:55:52 GMT</pubDate><content:encoded><![CDATA[<p>In my last post, I wrote about going from defense tech to food tech: my disorientation, the Danger Zone, what transfers and what doesn&#8217;t. At the end, I promised I&#8217;d write about building in public next.</p><p>I&#8217;ve been putting it off this whole week. Which tells you everything you need to know.</p><div><hr></div><p>At Agile Defense, the work spoke for itself. Our customers were government agencies and the Department of Defense. Nobody asked us to post on LinkedIn about it. Nobody suggested a newsletter. The idea of &#8220;building in public&#8221; would have been absurd, and in many cases, literally not allowed.</p><p>That was the world I came from. Quiet. Heads down. Ship the work. The work is the marketing. Past performance was the &#8220;social proof.&#8221;</p><p>Now we&#8217;re building a consumer product, and I&#8217;m learning that a lot of the instincts I built over the past decade don&#8217;t apply.</p><div><hr></div><h2>&#8220;Show your work.&#8221;</h2><p>&#8220;Show your work.&#8221; That&#8217;s the advice I hear from colleagues, investors, advisors, and other founders. Show the process. Share the journey. Let people in before the product is ready. Build an audience that&#8217;s rooting for you before there&#8217;s anything to buy.</p><p>The logic makes sense. I&#8217;ve read the playbooks. Founders who share openly build trust, attract early users, and create communities that are invested in the outcome before launch day. Transparency creates loyalty. People root for founders they feel like they know.</p><p>I believe all of it. I&#8217;m just finding it genuinely hard to do.</p><p>It&#8217;s not because I&#8217;m afraid of failure. I&#8217;ve failed plenty. I ran a company for years. I&#8217;ve made bad hires, lost deals, worked on strategic duds. Failure doesn&#8217;t scare me.</p><p>What&#8217;s hard is the performance of it.</p><p>In defense tech, you build something, you do the &#8220;O&amp;M&#8221; on it, you get feedback from the people using it at the customer and in the field. The loop is tight and private. You never have to explain yourself to an audience. You never have to turn a setback into content.</p><p>Consumer is the opposite. The audience is the product strategy. If nobody knows you exist, it doesn&#8217;t matter how good your product is. Attention comes before revenue.</p><p>There&#8217;s an old line in startups:</p><p><em>First-time founders work on the product.</em> <em>Second-time founders work on distribution.</em></p><p>I knew this going in. Knowing it and doing it are different things.</p><div><hr></div><h2>The part where I tried and couldn&#8217;t</h2><p>Here&#8217;s where I&#8217;ve landed so far.</p><p>People told me I need to be on Instagram and TikTok. Film yourself in the kitchen. Open your fridge on camera. Show the mess. Be relatable. The algorithm rewards vulnerability.</p><p>I tried to talk myself into it. I even scripted some videos. But I couldn&#8217;t do it. At least not yet. It&#8217;s not me. I&#8217;m not going to film myself pulling slimy lettuce out of the crisper drawer, hoping to get a viral post. Some founders do that naturally. I am not one of them.</p><p>The emerging thinking among builders is that viral growth is actually the wrong strategy for products like Springhouse. You don&#8217;t want a million downloads from people who open the app once and never come back. You want a smaller number of people who use it every night, who teach the system their preferences, who build a habit. Viral spikes produce churn. </p><p>What we really need is depth.  Depth produces personalization. Personalization produces retention.</p><p>That doesn&#8217;t mean I get to hide. It means I have to find the version of &#8220;public&#8221; I can actually sustain.</p><div><hr></div><h2>What clicked</h2><p>There&#8217;s an article on buildinpublic.xyz called &#8220;Low-Risk Ways to Build in Public (For Introverted Founders Who Hate Oversharing),&#8221; and the title alone felt like it was written for me.</p><p>The core insight is that building in public doesn&#8217;t mean revealing your deepest secrets or forcing an extroverted persona. You don&#8217;t have to share revenue numbers or your darkest late-night doubts. You can share what you&#8217;re learning about the problem, celebrate the people around you, and document the process without turning your entire life into content.</p><p>That framework clicked. Because the truth is, I have a lot I genuinely want to share. I&#8217;ve spent months going deep on food waste, kitchen behavior, why every previous attempt at food tracking failed, and what we think is different about our approach. I have opinions about the industry. I have things I&#8217;ve learned that surprised me.</p><div><hr></div><h2>The third SA problem</h2><p>Here&#8217;s the thing I didn&#8217;t expect.</p><p>In my last post, I wrote about how situational awareness &#8212; the core of everything we built at Agile Defense &#8212; is the same problem Springhouse is solving for the kitchen. See what you have, understand what it means, all to make a better decision.</p><p>But there&#8217;s a third version of this problem I didn&#8217;t anticipate: building the company itself.</p><p>As a founder, I&#8217;m swimming upstream every day. Product roadmap. Content strategies. Design decisions. When you&#8217;re building something new, there are decisions everywhere. You have to orient fast just to keep up.</p><p>I don&#8217;t have a situational awareness system for that. Nobody does. You just write about it and hope the writing helps you think.</p><p>Maybe that&#8217;s what building in public actually is. Not a marketing strategy. Not a performance. Just thinking out loud and trusting that the honesty is worth something to the people watching (reading).</p><div><hr></div><h2>What I can do, and what I can&#8217;t</h2><p>So here&#8217;s where I&#8217;ve landed, a few months into this experiment:</p><p>I can write. Substack works for me. LinkedIn works. Long-form thinking is a medium that I can use. I can sit with an idea, turn it over, and put it down clearly. That&#8217;s the version of &#8220;public&#8221; I can sustain.</p><p>I can do earned media. I sat down with Mike Wolf at The Spoon and talked about what we&#8217;re building. He wrote about it, people read it, and some of them found us because of it. That felt natural &#8212; a conversation between people who care about the same problem.</p><p>I can share what I&#8217;m learning:</p><ul><li><p>The food waste data that shocked me.</p></li><li><p>The graveyard of apps that tried this before.</p></li><li><p>The design decisions we&#8217;re wrestling with.</p></li></ul><p>Social media and short-form video may come later. For now, writing is the channel.</p><div><hr></div><h2>Maybe we fail too</h2><p>People ask whether Springhouse can finally solve the &#8220;what&#8217;s in my fridge&#8221; problem. It&#8217;s a fair question. A lot of companies have tried and failed.</p><p>Maybe we fail too. I think about that more than I&#8217;d like to admit.</p><p>That might be the most &#8220;building in public&#8221; thing I&#8217;ve said. This isn&#8217;t part of the content strategy. It&#8217;s merely the truth.</p><p>So, I think that&#8217;s the version of this I can do. Not the polished founder journey. Not the inspirational reel. Just: here&#8217;s what we&#8217;re building, here&#8217;s what we&#8217;re learning, here&#8217;s what&#8217;s hard, and here&#8217;s why we think it matters.  Here&#8217;s what I&#8217;m <em>thinking.</em></p><p>If that&#8217;s enough, then it&#8217;s enough.</p><p>And if it&#8217;s not, then I&#8217;ll figure that out when I get there.</p><p>For now, I&#8217;m going to keep writing. I&#8217;m going to show my work, honestly.</p><p>&#8212; Jay</p><p><em>Springhouse</em> </p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://jayleesprh.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://jayleesprh.substack.com/subscribe?"><span>Subscribe now</span></a></p>]]></content:encoded></item><item><title><![CDATA[From Defense Tech to Food Tech]]></title><description><![CDATA[On switching worlds, the things nobody warns you about, and why I keep going anyway.]]></description><link>https://jayleesprh.substack.com/p/from-defense-tech-to-food-tech</link><guid isPermaLink="false">https://jayleesprh.substack.com/p/from-defense-tech-to-food-tech</guid><dc:creator><![CDATA[Jay Lee]]></dc:creator><pubDate>Thu, 05 Mar 2026 21:12:30 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!AEAe!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7897170f-bf7a-4445-99fb-dc51f2886eed_733x975.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>I used to build systems for the Department of Defense. Now I&#8217;m trying to fix dinner.</p><p>I spent over a decade running a defense technology company called Agile Defense. In the government, Situational Awareness (SA) of everything was paramount, everything from &#8220;butts, bullets, and beans.&#8221; Thus, we supported and developed situational awareness systems&#8212;platforms that helped our customers see what was happening, understand what it meant, and make better decisions, at times, under pressure. Our customers were demanding. The stakes were real. One customer once congratulated us on winning their business by saying &#8220;congrats&#8212;now you can&#8217;t fail&#8230; you&#8217;ve won a no-fail mission.&#8221; I loved it.</p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://jayleesprh.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading! Subscribe for free to receive new posts and support my work.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p>Then, one evening, I bought sour cream.</p><p>I came home from the store, opened the fridge to put it away, and found another tub of sour cream already sitting there. Unopened and about to expire.</p><p>I could&#8217;ve shrugged this off, but this mishap took a hold of me.</p><p>That moment sent me down a rabbit hole. I started paying attention to how much food moved through our kitchen and how much of it ended up in the garbage. What I found stunned me: American households waste 30 to 40 percent of the food they buy. Not because people are careless, but because they can&#8217;t see what they have, don&#8217;t know what to make with it, and forget what&#8217;s about to go bad. The average family throws out over $1,500 a year in wasted food.</p><p>I&#8217;d spent my career building systems that gave organizations visibility into complex, fast-changing environments. And here was a massive visibility problem sitting inside my own refrigerator.</p><p>That&#8217;s how Springhouse started. We&#8217;re building a kitchen intelligence platform that knows what&#8217;s in your kitchen, understands how cooking actually works, and gives you one clear answer when you ask &#8220;what&#8217;s for dinner?&#8221; We are trying to give you SA for the home kitchen.</p><p>However, this post isn&#8217;t really about the product. It&#8217;s about the journey. Specifically, about how disorienting it is to go from one world to another.</p><div><hr></div><p><strong>B2G and B2C could not be more different</strong></p><p>In defense tech, I knew the rules. We knew how contracts worked, how procurement cycles moved, how to navigate a BAFO, how to build past performance. The customer was demanding but legible. You tried to weave in innovation where you could. You wrote a (long) proposal, you won or lost, you delivered. The feedback loops were long, but the expectations were clear.</p><p>Consumer? It&#8217;s a different universe.</p><p>There&#8217;s no RFP. There&#8217;s no contracting officer. There&#8217;s no 18-month evaluation cycle where you know exactly when the decision comes. Instead, you have a person standing in their kitchen at 5:47 PM who will give your app about 90 seconds before they decide whether it&#8217;s worth their time.</p><p>In B2G, your product needs to be compliant, capable, and well-documented. In B2C, your product needs to be <em>felt</em>. It needs to make someone feel something in under a minute. There&#8217;s an emotional response; hopefully, a positive one. That&#8217;s a totally different design challenge, and one I had zero muscle memory for.</p><p>The marketing is different too. In defense, marketing meant white papers, conference booths at AFCEA events, and relationships built over years. In consumer, marketing means figuring out whether someone on TikTok will watch your video post for more than 1.2 seconds.</p><p>Fundraising? In defense tech, investors understood the space, the contract vehicles, the revenue models. You could point at a $50M IDIQ, and everyone nodded. In consumer, investors want to hear about retention curves, viral coefficients, and your theory of how you&#8217;ll get a million people to change a daily habit. It&#8217;s completely different.</p><p>I&#8217;m not complaining. I chose this. (Or maybe, delusionally, this problem chose me???) I want to be honest: the gap between &#8220;I&#8217;ve built and scaled a company before&#8221; and &#8220;I know how to do this specific thing&#8221; is like an iceberg. There is more than meets the eye.</p><div><hr></div><p><strong>The Second Time Founder Trap</strong></p><p>I recently saw a graphic that really got me thinking. It was a simple diagram called the &#8220;Second Time Founder Trap.&#8221; Two concentric circles. The inner circle is your actual circle of competence, i.e., what you really know. The outer circle is your perceived circle of competence after having success. The gap between them is labeled the &#8220;Danger Zone.&#8221;</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!AEAe!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7897170f-bf7a-4445-99fb-dc51f2886eed_733x975.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!AEAe!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7897170f-bf7a-4445-99fb-dc51f2886eed_733x975.jpeg 424w, https://substackcdn.com/image/fetch/$s_!AEAe!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7897170f-bf7a-4445-99fb-dc51f2886eed_733x975.jpeg 848w, https://substackcdn.com/image/fetch/$s_!AEAe!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7897170f-bf7a-4445-99fb-dc51f2886eed_733x975.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!AEAe!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7897170f-bf7a-4445-99fb-dc51f2886eed_733x975.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!AEAe!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7897170f-bf7a-4445-99fb-dc51f2886eed_733x975.jpeg" width="733" height="975" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/7897170f-bf7a-4445-99fb-dc51f2886eed_733x975.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:975,&quot;width&quot;:733,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;A diagram of a circle\n\nAI-generated content may be incorrect.&quot;,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="A diagram of a circle

AI-generated content may be incorrect." title="A diagram of a circle

AI-generated content may be incorrect." srcset="https://substackcdn.com/image/fetch/$s_!AEAe!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7897170f-bf7a-4445-99fb-dc51f2886eed_733x975.jpeg 424w, https://substackcdn.com/image/fetch/$s_!AEAe!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7897170f-bf7a-4445-99fb-dc51f2886eed_733x975.jpeg 848w, https://substackcdn.com/image/fetch/$s_!AEAe!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7897170f-bf7a-4445-99fb-dc51f2886eed_733x975.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!AEAe!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7897170f-bf7a-4445-99fb-dc51f2886eed_733x975.jpeg 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p style="text-align: center;"><em>(Image: Second Time Founder Trap)</em></p><p>I&#8217;ve been thinking about that image every day since. The news ticker running through my head: &#8220;Am I in the Danger Zone??&#8221;</p><p>Here&#8217;s the truth: having built Agile Defense gives me real advantages. I&#8217;ve operated a company. I know how the journey is full of ups and downs. I know how to control my emotions and mitigate panic. I can separate a real crisis from what seems like the end of the world but is manageable. I love building teams and watching them flourish. I love having a hand in designing culture.</p><p>But all of this also gives me a false sense of fluency. I <em>feel</em> like I should know how to do things that I&#8217;ve actually never done. I&#8217;ve never built a consumer brand. I&#8217;ve never designed an onboarding flow that needs to convert in 60 seconds. I&#8217;ve never had to think about push notification timing or app store screenshots or what makes someone tell a friend about a mobile app.</p><p>The danger isn&#8217;t incompetence. It&#8217;s overconfidence. It&#8217;s the moment where you assume the pattern from your last company applies, and you skip the step where you should be listening, testing, and admitting you don&#8217;t know yet.</p><p>I catch myself doing this more than I&#8217;d like to admit. I&#8217;ll be in the middle of a discussion and realize I&#8217;m drawing on instincts built in a completely different context. Sometimes those instincts transfer. Sometimes they&#8217;re exactly wrong.</p><p>Did I jump into a pool I shouldn&#8217;t have? I ask myself this, often. Honestly. Usually when the day&#8217;s momentum has faded and what&#8217;s left is just the gap between what I&#8217;m trying to build and what I actually know how to build.</p><p>The answer I keep coming back to: the pool is right; the problem is there. And the gap is real, so the only way through it is to learn faster, always being aware of the gap.</p><p>Awareness of what you actually know is the key. And besides, at least I have the Circle of What I Know, as opposed to a first time founder where everything is new and unknown.</p><div><hr></div><p><strong>I&#8217;m having fun</strong></p><p>Here&#8217;s the thing nobody tells you about starting over in a new domain: it&#8217;s terrifying and it&#8217;s wonderful, sometimes in the same hour.</p><p>I&#8217;m learning things every day that I didn&#8217;t know the day before. Not just about the market or the technology, but about myself. How I think, what assumptions I carry, which of my instincts are earned and which are borrowed.</p><p>And underneath all the uncertainty, there&#8217;s something that feels like bedrock: the mission actually matters to me.</p><p>Food waste isn&#8217;t an abstraction. It&#8217;s the sour cream in my fridge. It&#8217;s the $1,500 a year that families throw away. It&#8217;s 30 to 40 percent of our food supply ending up in landfills while people stress about what&#8217;s for dinner. That tension is real, but it&#8217;s solvable. Not with more recipes but with better intelligence. We are building a system for the home kitchen.</p><p>At Agile Defense, the core idea was situational awareness: helping people see what&#8217;s happening so they can make better decisions. Springhouse is the same idea, applied to a completely different domain. You can&#8217;t make a good decision about dinner if you can&#8217;t see what you have. You can&#8217;t reduce waste if you don&#8217;t know what&#8217;s about to expire. You can&#8217;t cook with confidence if every night starts from zero.</p><p>The thread that connects my old life and my new one isn&#8217;t technology. It&#8217;s the belief that when you give people the right information at the right time, they make better choices. That was true in defense. I believe it&#8217;s true in the kitchen.</p><p>So every day, I show up and figure out one more thing. Some days it&#8217;s a product insight. Some days it&#8217;s a content strategy. Some days it&#8217;s just admitting I was wrong about something and course-correcting. The progress is incremental and nonlinear and sometimes invisible.</p><p>But it&#8217;s happening. I can <em>feel</em> it.</p><p>If you&#8217;re thinking about making a leap like this&#8212;from one industry to another, from the world you know to the one that calls to you&#8212;here&#8217;s what I&#8217;d offer:</p><p>Your old expertise isn&#8217;t wasted. It&#8217;s just not sufficient. The skills that got you here are real, but they&#8217;re a foundation, not a blueprint. The sooner you can separate &#8220;I know how to build a company&#8221; from &#8220;I know how to build <em>this</em> company,&#8221; the quicker you can adopt a beginner&#8217;s mindset, ready to soak up all that is thrown at you, the faster you&#8217;ll learn.</p><p>Find the thread. For me, it&#8217;s situational awareness&#8212;the through-line from defense systems to kitchen systems. There&#8217;s probably a thread in your story, too. It&#8217;s not the industry knowledge that transfers. It&#8217;s the deeper principles underneath it.</p><p>Also, get comfortable being bad at things again. That&#8217;s just the price of admission. It might be humbling. After years of being the person in the room expected to know the most, I&#8217;m happy to admit when things are new and unknown to me. That&#8217;s not failure. That&#8217;s the beginning of a new beginning.</p><div><hr></div><p>We&#8217;re launching the Springhouse app in Q2 2026. Between now and then, I&#8217;m going to keep writing about what I&#8217;m learning, and it&#8217;ll be the real stuff, not the curated highlight reel. The wins and the wrong turns. The things I&#8217;m figuring out and the things I&#8217;m still lost on. I promise to be open and honest about it all.</p><p>That said, next up: I want to talk about building in public. What that actually means for someone who&#8217;d rather do the work than polish it to present it. Who&#8217;d rather build than perform. And why showing your work doesn&#8217;t have to be paralyzing or untrue to yourself.</p><p>If you&#8217;re building something new, or thinking about it, or just curious what it looks like from the inside&#8212;stick around! I&#8217;ll do my best to show you what we&#8217;re up to.</p><p>&#8212; Jay</p><p>Springhouse</p><p>springhouse.co</p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://jayleesprh.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading! Subscribe for free to receive new posts and support my work.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div>]]></content:encoded></item><item><title><![CDATA[The hardest problem in your kitchen]]></title><description><![CDATA[Sorting through the graveyard to build a better solution to the problem]]></description><link>https://jayleesprh.substack.com/p/the-hardest-problem-in-your-kitchen</link><guid isPermaLink="false">https://jayleesprh.substack.com/p/the-hardest-problem-in-your-kitchen</guid><dc:creator><![CDATA[Jay Lee]]></dc:creator><pubDate>Mon, 23 Feb 2026 14:59:04 GMT</pubDate><content:encoded><![CDATA[<p>It was sour cream. That&#8217;s what started all of this. A basic tub of sour cream.</p><p>I&#8217;d gone to the supermarket, shopping list in hand, following a recipe. Grabbed the sour cream, came home, and opened the fridge to put it away.</p><p>There was already sour cream in there. Unopened. About to expire.</p><p>This happens to everyone. It&#8217;s happened to you. You sigh, shrug off your annoyance, and throw the old one away next week when it&#8217;s past its sell-by date. It&#8217;s a nothing moment. A three-dollar mistake in a life full of bigger ones.</p><p>But that night, for whatever reason, I couldn&#8217;t let it go.</p><p>I stood there holding both tubs, one in each hand, and thought: why don&#8217;t I know what&#8217;s in my own refrigerator? In the times we live in, how is it possible that I have no idea what&#8217;s inside?</p><p>I went looking for something that could fix this. An app. A system. Anything.</p><p>I found a graveyard.</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://jayleesprh.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://jayleesprh.substack.com/subscribe?"><span>Subscribe now</span></a></p><div><hr></div><p>There have been a lot of attempts. I want to be honest about that, because anyone who builds has to understand the history of those who have come before. This space has had its share of misses and failures.</p><p>Plenty of apps, and I mean plenty. They all asked you to type in every item by hand. Chicken breast. Sour cream. Condiments (so many condiments). Do that for forty items a week, every week, forever. Nobody did. The apps died quiet deaths.</p><p>Then came the recipe angle. Plant Jammer was the most interesting. Tell it what you have, get recipes back. Clever idea. But it still needed you to maintain the inventory manually, and the suggestions weren&#8217;t much better than Googling &#8220;chicken recipes.&#8221; Plant Jammer shut down.</p><p>The appliance companies took their shot. Samsung put cameras inside refrigerator doors. You could look at your fridge from the grocery store. You know what a small fish-eye camera inside a cluttered fridge actually shows you? Chaos. Milk blocking the view. Tupperware stacked three deep. No context, no expiration dates, no clue what&#8217;s in the crisper drawer. It was a party trick, not a solution.</p><p>Barcode scanners. QR readers. Smart tags. All of them required more effort than the problem they were solving.</p><p>They all failed for the same reason: they made the tracking part hard and the payoff part small. You did all the work of logging your food, and your reward was... a list. A list you could have written on the back of a napkin.</p><p>Nobody solved the actual problem. Which isn&#8217;t knowing what you have. It&#8217;s actually knowing what to do with it.</p><div><hr></div><p>I need to explain what I mean by that, because it&#8217;s the thing that changed my thinking entirely.</p><p>You come home from work. You&#8217;re tired. You open the fridge. There&#8217;s chicken thighs, half a bag of spinach that&#8217;s starting to look sad, a lime, soy sauce, some leftover rice from two nights ago.</p><p>A recipe app would need you to search. Type in &#8220;chicken thigh spinach lime soy sauce rice&#8221; and hope something comes back. It won&#8217;t. Or it&#8217;ll give you forty-seven results, none of which match what you actually have, and now you&#8217;re scrolling through Pinterest at 6:30 PM while your kids ask when dinner is.</p><p>But a good cook would look at those same ingredients and think: stir-fry. High heat. Chicken first, get a sear. Spinach goes in last, since it&#8217;s delicate and it&#8217;ll wilt in thirty seconds. Squeeze the lime at the end. Warm the rice separately.</p><p>That&#8217;s not a recipe. That&#8217;s judgment. It&#8217;s pattern recognition built on an understanding of how food actually behaves. Knowing what&#8217;s wet, what&#8217;s dry, what cooks fast, what needs time.</p><p>That&#8217;s what we wanted to build. Not another list. Not another search engine. Something that thinks about food the way a cook thinks about food.</p><div><hr></div><p>A kitchen on a Tuesday night is a complex, changing environment. The data is messy. The decisions happen under time pressure. Nobody has built the intelligence layer.</p><p>That&#8217;s what Springhouse is. A kitchen intelligence platform.</p><p>We track your inventory. We studied every failed attempt at food tracking and designed specifically around the friction that killed them. The goal is full visibility into your kitchen without turning it into homework.</p><p>The tracking is the foundation. This is the part I care about, maybe a bit too much. The part that keeps me up at night, driving me a little obsessive.</p><p>Oh, but once we know what you have on hand? That&#8217;s where we start to solve the real problem.</p><p>Springhouse understands food properties. Not just names. It knows zucchini is high-moisture, quick-cooking, mild. It knows to salt it first if you&#8217;re stir-frying, or you&#8217;ll end up with soup. It knows zucchini subs for yellow squash. It knows your chicken thighs need a different approach than chicken breast.</p><p>With your exact inventory, your preferences, your equipment, and that understanding, it generates one clear set of cooking instructions for tonight. Not suggestions. Not a mood board. Here&#8217;s what to make. Here&#8217;s exactly how to make it. Let&#8217;s go.</p><p>And, it learns. Every time you cook, every time you skip something, every time you rate a meal, it gets sharper. It builds a model of your household, your patterns, your taste. Over time, it will know you.</p><div><hr></div><p>Mike Wolf of The Spoon just published a piece about us. He covers food technology for a living, and the headline he chose was: &#8220;Can Springhouse Finally Solve the &#8216;What&#8217;s in My Fridge?&#8217; Problem?&#8221;</p><p>I like that he said &#8220;finally.&#8221; It means he knows the history. He knows about the graveyard. He&#8217;s watched companies try and fail for a decade.</p><p>His question is fair. Maybe we fail too. I think about that more than I&#8217;d like to admit.</p><p>But here&#8217;s what I keep coming back to: 30 to 40 percent of food in American households gets thrown away. Not because people are wasteful or careless. Because they can&#8217;t see what to do with what they have. That&#8217;s over $2,000 a year per household, going into the garbage.</p><p>The problem isn&#8217;t information. People know they waste food. They feel guilty about it every time they clean out the fridge. The gap between knowing and doing is enormous.</p><p>What actually works is reducing friction. Making the right choice the easy one. Taking the cognitive load off people&#8217;s plates, so the default behavior becomes the better behavior.</p><p>That&#8217;s the bet. Not more recipes. Not more lists. Less thinking. Better decisions. Dinner, solved.</p><div><hr></div><p>We&#8217;re launching on iOS this spring. The waitlist is open. If you&#8217;ve ever stood in front of your refrigerator holding two tubs of sour cream, wondering how your life came to this, we have been there. We are building for you.</p><p>&#128073; springhouse.co</p><p>Mike&#8217;s full piece and our conversation on The Spoon Podcast are here: <a href="https://thespoon.tech/can-springhouse-finally-solve-the-whats-in-my-fridge-problem/">Can Springhouse Finally Solve the &#8216;What&#8217;s in My Fridge?&#8217; Problem?</a></p><p>&#8212; Jay</p><div class="captioned-button-wrap" data-attrs="{&quot;url&quot;:&quot;https://jayleesprh.substack.com/p/the-hardest-problem-in-your-kitchen?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;}" data-component-name="CaptionedButtonToDOM"><div class="preamble"><p class="cta-caption">Thanks for reading! This post is public so feel free to share it.</p></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://jayleesprh.substack.com/p/the-hardest-problem-in-your-kitchen?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://jayleesprh.substack.com/p/the-hardest-problem-in-your-kitchen?utm_source=substack&utm_medium=email&utm_content=share&action=share"><span>Share</span></a></p></div><p></p>]]></content:encoded></item><item><title><![CDATA[When will food have its Claude Code moment?]]></title><description><![CDATA[Anthropic changed how knowledge work gets done. The kitchen is next, but not in the way you think.]]></description><link>https://jayleesprh.substack.com/p/when-will-food-have-its-claude-code</link><guid isPermaLink="false">https://jayleesprh.substack.com/p/when-will-food-have-its-claude-code</guid><dc:creator><![CDATA[Jay Lee]]></dc:creator><pubDate>Fri, 30 Jan 2026 17:53:24 GMT</pubDate><content:encoded><![CDATA[<p>If you work in tech, you definitely noticed something meaningful happen over the past year.</p><p>Claude Code launched as a research preview in February 2025. By the summer, it had become one of Anthropic&#8217;s fastest-growing products. By fall, it was generating over $500 million in annualized revenue. This January, Anthropic launched Cowork, bringing the same agentic architecture to non-developers.</p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://jayleesprh.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading! Subscribe for free to receive new posts and support my work.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p>The trajectory is remarkable. A command-line tool that lets an AI read your files, write code, run commands, and complete multi-step tasks without constant hand-holding. Developers reported that Claude Code completed in a single pass what would normally take 45 minutes of manual work. Non-developers soon followed, using Claude Cowork for organizing files and generating expense reports.</p><p>Then came Clawdbot.</p><p>An open-source project built on top of Claude, Clawdbot racked up over 60,000 GitHub stars in weeks. Users were running it locally on their own machines, controlling it through WhatsApp and Telegram, having it book dinner reservations, manage emails, and execute tasks autonomously while they slept. It spread so fast that Anthropic stepped in with a trademark request, and the project rebranded to Moltbot overnight. The community barely blinked. Same architecture, new shell.</p><p>This is what an AI inflection point looks like: tools that change how work gets done, spread organically, and spawn entire ecosystems faster than anyone predicted.</p><p>I&#8217;ve been thinking about what the equivalent moment looks like for food.</p><div><hr></div><p><strong>Why food hasn&#8217;t had its moment yet</strong></p><p>Cooking is one of the last daily tasks that AI hasn&#8217;t meaningfully touched.</p><p>We have recipe apps. Lots and lots of them. We have AI chatbots that can suggest dinner ideas. We have smart appliances with touchscreens and voice assistants. Yet, every night, millions of people still stand in front of a full fridge with no idea what to make.</p><p>The tools haven&#8217;t worked because they&#8217;re solving the wrong problem.</p><p>Recipe apps give you more options when what you need is fewer. AI chatbots conjure up dishes that don&#8217;t quite work for you. Current smart fridges add complexity and a clunkiness with unnecessary screens and motorized doors, etc.  None of them start where you actually start: with the ingredients you already have.</p><p>Claude Code worked because it met developers where they were. It operated in the terminal, understood their codebase, and fit their existing workflow. It didn&#8217;t ask them to change how they work. It just made the work faster. Clawdbot took it further by meeting people in their messaging apps, letting them delegate tasks through the same interfaces they use to text friends.</p><p>Food needs the same approach: intelligence that meets you where you are, in your kitchen, with whatever&#8217;s in your fridge.</p><div><hr></div><p><strong>What the moment requires</strong></p><p>For Claude Code and its derivatives, the breakthrough came from three capabilities working together.</p><p>First, <strong>agentic capability</strong>. The AI doesn&#8217;t just answer questions. It takes action. It reads files, writes code, runs tests, commits changes. Clawdbot users were having it book reservations, cancel subscriptions, and rebuild websites through Telegram messages. The AI does the work, not just advises on it.</p><p>Second, <strong>context awareness</strong>. Claude Code understands your codebase. Clawdbot remembers your preferences over time. These tools know what files exist, what you&#8217;re trying to accomplish, what you&#8217;ve done before. They don&#8217;t start from scratch every conversation.</p><p>Third, <strong>trust through transparency</strong>. You can see what the AI is doing. It asks before taking significant actions. It loops you in on its plan. You stay in control, even when the system is working autonomously.</p><p>For food to have its moment, we need the same pattern, adapted for the kitchen.</p><div><hr></div><p><strong>What &#8220;agentic&#8221; looks like for cooking</strong></p><p>AI shouldn&#8217;t just suggest recipes. It should know what&#8217;s in your kitchen, not because you manually entered every item, but because it tracked your groceries, your receipts, and your inventory over time. It should know what&#8217;s about to expire. It should understand how ingredients behave: which ones can substitute for others, which ones need to be used first, which combinations actually work.</p><p>Then, it takes action. Not physical action (we&#8217;re not talking about robots) but decision action. It makes the call.</p><p><em>Tonight, you&#8217;re making a stir-fry with the chicken that needs to be used, the bok choy that&#8217;s wilting, and the ginger you bought last week. Here&#8217;s how, step by step, timed to your schedule.</em></p><p>That&#8217;s what &#8220;agentic&#8221; means for food: the AI carries the cognitive load of deciding, so you just have to cook.</p><div><hr></div><p><strong>What &#8220;context awareness&#8221; looks like for cooking</strong></p><p>Claude Code knows your codebase. Clawdbot learns your preferences through every interaction. A kitchen AI needs to know you (your dietary preferences and challenges) and your kitchen the same way.</p><p>Not just what&#8217;s in your fridge right now, but your patterns, do&#8217;s and don&#8217;t&#8217;s. What you cook on weeknights versus weekends. What your family actually eats versus what you aspirationally buy. Which ingredients you always have on hand. How much time you realistically have on a Tuesday.</p><p>It&#8217;s the power of memory. The same way a good <em>sous chef</em> learns the rhythm of a kitchen, an intelligent system should learn the rhythm of your household.</p><p>Context will be what separates generic suggestions from genuinely useful ones.</p><div><hr></div><p><strong>What &#8220;trust through transparency&#8221; looks like for cooking</strong></p><p>Claude Code asks before it commits code. Clawdbot confirms before it books a reservation. A kitchen AI should show its reasoning the same way.</p><p><em>This dish was selected because your chicken needs to be used, you have 30 minutes, and your household liked the last stir-fry you made. Here&#8217;s the framework it&#8217;s using. Here are the substitutions it made. Here&#8217;s why the timing works.</em></p><p>Trust comes from understanding. If the AI simply says &#8220;make this&#8221; with no explanation, you won&#8217;t trust it. If it shows you how it&#8217;s thinking, you&#8217;ll start to rely on it.</p><div><hr></div><p><strong>When will the moment come?</strong></p><p>The honest answer: not tomorrow, but sooner than most people think.</p><p>Claude Code took six months to go from research preview to billion-dollar product. Clawdbot went from launch to 60,000 GitHub stars in weeks. When the underlying capabilities are ready and the user experience is right, adoption happens fast.</p><p>For food, the underlying capabilities are getting there. Computer vision can recognize groceries. Natural language models can understand cooking. The food science (what substitutes for what, how ingredients behave, what timing matters) is knowable and encodable.</p><p>What&#8217;s missing is the integration. A system that tracks inventory without being annoying. A system that understands food deeply enough to generate real cooking instructions, not hallucinated ones. A system that learns your household without feeling invasive.</p><p>That&#8217;s what we&#8217;re building at Springhouse.</p><div><hr></div><p><strong>The kitchen&#8217;s Claude Code moment</strong></p><p>I don&#8217;t think the kitchen&#8217;s moment will look like a robot cooking for you. That&#8217;s decades away, if it happens at all.  (more on this in a future post)</p><p>I think it will look more like Claude Code and Clawdbot: an intelligence layer that carries the cognitive burden, makes decisions on your behalf, and lets you focus on the part you actually want to do.</p><p>For developers, that meant less boilerplate, less context-switching, less time on tedious tasks. The code still got written, but the friction disappeared.</p><p>For home cooks, it will mean less decision fatigue, less waste, less nightly stress over what to make, intelligent planning laid out for you. The cooking still happens, but the hardest part gets handled for you.</p><p>Claude Code proved that when AI genuinely reduces friction in a daily workflow, adoption takes care of itself. Clawdbot proved that when the capability is real, people will build on it, extend it, and make it their own. The ecosystem emerges organically.</p><p>The kitchen is the next daily workflow waiting for that moment.</p><p>We&#8217;re building toward it.</p><p>&#8212; Jay, Springhouse</p><div class="captioned-button-wrap" data-attrs="{&quot;url&quot;:&quot;https://jayleesprh.substack.com/p/when-will-food-have-its-claude-code?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;}" data-component-name="CaptionedButtonToDOM"><div class="preamble"><p class="cta-caption">Thanks for reading! This post is public so feel free to share it.</p></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://jayleesprh.substack.com/p/when-will-food-have-its-claude-code?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://jayleesprh.substack.com/p/when-will-food-have-its-claude-code?utm_source=substack&utm_medium=email&utm_content=share&action=share"><span>Share</span></a></p></div><p></p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://jayleesprh.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading! Subscribe for free to receive new posts and support my work.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div>]]></content:encoded></item><item><title><![CDATA[Recipes are dead. Something better is here.]]></title><description><![CDATA[Finally, an app that tells you what to cook with what you have.]]></description><link>https://jayleesprh.substack.com/p/recipes-are-dead-something-better</link><guid isPermaLink="false">https://jayleesprh.substack.com/p/recipes-are-dead-something-better</guid><dc:creator><![CDATA[Jay Lee]]></dc:creator><pubDate>Mon, 15 Dec 2025 19:48:50 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/3c2a76d5-c124-4b6e-929e-563be670b289_216x187.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<ul><li><p>Cooking is bottom-up. Apps are top-down. We&#8217;re fixing that.</p></li><li><p>Dinner shouldn&#8217;t be stressful. Not more recipes; better decisions.</p></li><li><p>The waitlist for Springhouse is now open.  </p></li></ul><h4><strong>Hello World.</strong></h4><h4><strong>Introducing Springhouse: your new answer to &#8220;What&#8217;s for dinner?&#8221;</strong></h4><p>Today, we&#8217;re opening the waitlist for something we&#8217;ve been building quietly for months.  Every night, millions of people stare into their fridge, full of food, and feel the same thing:</p><p><strong>&#8220;What&#8217;s for dinner??  I have no idea what to make.&#8221;</strong></p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://jayleesprh.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading! Subscribe for free to receive new posts and support my work.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p>Recipe apps haven&#8217;t solved this. AI hasn&#8217;t solved this. Because both work <strong>top-down</strong>: they start with a recipe and expect you to adapt.</p><p>Real home cooking is <strong>bottom-up</strong>: <strong>You start with what you already have.</strong></p><p>So, we are building something that finally works the way cooking actually works.</p><h4><strong>Springhouse&#8217;s Kitchen Intelligence Platform</strong></h4><p>It doesn&#8217;t search recipes. It doesn&#8217;t hallucinate. It doesn&#8217;t give you random ideas.</p><p>Instead, it understands:</p><ul><li><p>what ingredients you have</p></li><li><p>how cooking really works (timing, heat, density, water content)</p></li><li><p>which framework fits your ingredients</p></li><li><p>how to create a dish that&#8217;s <em>actually cookable, by YOU.</em></p></li></ul><p>Springhouse gives you <strong>one clear, correct answer</strong> for tonight.</p><p>As you cook, it learns your household: your preferences, your patterns, your weeknight reality.</p><h4><strong>If you&#8217;ve ever felt stuck at dinner, this is for you.</strong></h4><p>The waitlist is now open:</p><p>&#128073; <strong>springhouse.co</strong></p><p>We think this will empower you and help you get dinner done.  Come see what we are building. Thanks for being here at the start of our journey</p><p>&#8212; Jay Lee</p><p>Founder, Springhouse</p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://jayleesprh.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading! Subscribe for free to receive new posts and support my work.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div>]]></content:encoded></item></channel></rss>