> Still, I’m going to go out on a limb here and predict that the risk of an AI disaster for a company that produces real-life sandwiches, not AI slop, is about the same as, say, a franchise shop getting hit by lightning
I wouldn't necessarily bet on it!
I like Jersey Mike's, but if they are really so all-in on AI that they need to mention it 22x in their IPO prospectus, then who knows?!
If they start letting AI design their advertising or menu selections, or use it for their customer service, then I'd guess they could in fact materially harm the business, especially given a public that is strongly anti-AI (esp. the young people that are a large part of Jersey Mike's customers).
> Still, I’m going to go out on a limb here and predict that the risk of an AI disaster for a company that produces real-life sandwiches, not AI slop, is about the same as, say, a franchise shop getting hit by lightning
I wouldn't necessarily bet on it!
I like Jersey Mike's, but if they are really so all-in on AI that they need to mention it 22x in their IPO prospectus, then who knows?!
If they start letting AI design their advertising or menu selections, or use it for their customer service, then I'd guess they could in fact materially harm the business, especially given a public that is strongly anti-AI (esp. the young people that are a large part of Jersey Mike's customers).