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Colleen Avarene's avatar

William — "it does not compete with convenience, it IS convenience" is one of those lines that reframes an entire industry in six words. The Heron of Alexandria opener is a great move too — most people writing about vending start in the 1950s and miss the point that this model has been working for two thousand years because the underlying human behavior never changed. The asynchronous income piece is what I'd want every small business owner to sit with.

I build custom AI agents for businesses and the pitch is basically the same — your agent answers the question, books the appointment, handles the inquiry while you're asleep. That's a vending machine for services. No storefront, no employee, no "sorry we're closed." The Pittsburgh operator scaling to 700 machines one at a time is the playbook for any business that wants to grow without burning out. Modular, repeatable, not dependent on the owner being physically present. Really enjoyed this — durable businesses built on unchanging behavior is a thesis that doesn't get enough attention.

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