Meeting Title: Brainforge <> Pool Parts - P&L Analysis Date: 2024-12-05 Meeting participants: Luke Daque, Nicolas Sucari, Payas Parab
WEBVTT
1 00:02:52.610 ⇒ 00:02:53.700 Nicolas Sucari: Hey, Ryan.
2 00:02:54.370 ⇒ 00:02:55.440 Luke Daque: Hi. Nicholas.
3 00:02:57.560 ⇒ 00:03:01.429 Nicolas Sucari: So this is last meeting. It’s I think it’s really too late. There, right.
4 00:03:02.350 ⇒ 00:03:04.213 Luke Daque: Yeah, it’s like 4 in the morning.
5 00:03:04.480 ⇒ 00:03:05.050 Nicolas Sucari: Awesome.
6 00:03:06.290 ⇒ 00:03:08.979 Nicolas Sucari: Yeah, we can finish this quickly
7 00:03:09.380 ⇒ 00:03:11.199 Nicolas Sucari: so that you can go to sleep.
8 00:03:17.630 ⇒ 00:03:18.610 Nicolas Sucari: Hey? Pay us.
9 00:03:18.610 ⇒ 00:03:19.909 Payas Parab: Hey, Nico! How are you?
10 00:03:21.420 ⇒ 00:03:23.120 Nicolas Sucari: Doing good. How about you?
11 00:03:23.120 ⇒ 00:03:23.919 Payas Parab: I’m doing alright.
12 00:03:23.920 ⇒ 00:03:30.399 Nicolas Sucari: Making good meeting the previous one. Yeah, I I just realized I don’t know if you’re in these
13 00:03:30.570 ⇒ 00:03:34.500 Nicolas Sucari: group, this chat. I gonna add you here.
14 00:03:35.910 ⇒ 00:03:38.589 Nicolas Sucari: I shared the video to Ben.
15 00:03:42.970 ⇒ 00:03:45.599 Payas Parab: Which chat? Is it a slack channel.
16 00:03:45.600 ⇒ 00:03:47.239 Nicolas Sucari: Spec channel. Yeah, wait.
17 00:03:47.870 ⇒ 00:03:49.840 Nicolas Sucari: We can’t add you.
18 00:03:52.780 ⇒ 00:03:55.429 Payas Parab: Is this link, or are we meeting with them today.
19 00:03:56.320 ⇒ 00:04:03.300 Nicolas Sucari: No, actually, we’re meeting with Ben, I mean, let’s see if he joins. But because, he he answered
20 00:04:03.350 ⇒ 00:04:04.959 Nicolas Sucari: what I sent.
21 00:04:05.150 ⇒ 00:04:05.690 Nicolas Sucari: But he’s.
22 00:04:05.690 ⇒ 00:04:06.130 Payas Parab: Yeah.
23 00:04:06.130 ⇒ 00:04:07.060 Nicolas Sucari: I do?
24 00:04:07.060 ⇒ 00:04:09.090 Payas Parab: See you, or see what sorry.
25 00:04:11.010 ⇒ 00:04:16.510 Nicolas Sucari: Yeah, I think it’s between Ben and Dan. They are kind of CEO and.
26 00:04:16.519 ⇒ 00:04:17.289 Payas Parab: Go see what.
27 00:04:17.290 ⇒ 00:04:18.856 Nicolas Sucari: Oh, yeah, I don’t know.
28 00:04:19.170 ⇒ 00:04:19.860 Payas Parab: Got it. Okay.
29 00:04:19.860 ⇒ 00:04:20.519 Nicolas Sucari: Idea.
30 00:04:46.930 ⇒ 00:04:52.480 Nicolas Sucari: I was just trying to check the dashboard. I think it’s looking good Ben.
31 00:04:52.590 ⇒ 00:04:57.639 Nicolas Sucari: he answered. Like that was okay. And he was looking more into shipping.
32 00:04:57.860 ⇒ 00:04:59.890 Nicolas Sucari: They told us they struck a deal.
33 00:05:02.240 ⇒ 00:05:07.099 Nicolas Sucari: Yeah, that’s gonna be just 200 per heat pump
34 00:05:07.330 ⇒ 00:05:11.919 Nicolas Sucari: for a big portion of the country. So yeah, I think we will need to
35 00:05:12.230 ⇒ 00:05:17.700 Nicolas Sucari: add that in at some point, Brian, into the into our modeling
36 00:05:17.710 ⇒ 00:05:21.499 Nicolas Sucari: and see how can we identify which orders
37 00:05:21.650 ⇒ 00:05:23.520 Nicolas Sucari: are going to be impacted, but that
38 00:05:23.580 ⇒ 00:05:25.750 Nicolas Sucari: by by that new agreement that they have
39 00:05:26.928 ⇒ 00:05:33.140 Nicolas Sucari: I think a meeting with Chuck will be useful to understand all of that right.
40 00:05:33.510 ⇒ 00:05:33.924 Luke Daque: Yeah.
41 00:05:38.630 ⇒ 00:05:42.330 Nicolas Sucari: Once we have that. He then told us that once we have that
42 00:05:42.500 ⇒ 00:05:48.450 Nicolas Sucari: looking in the dashboards, he will look at this like in a weekly basis. So I think it’s a good thing
43 00:05:59.350 ⇒ 00:06:00.790 Nicolas Sucari: I’ll send the link
44 00:06:18.120 ⇒ 00:06:20.178 Nicolas Sucari: and Ryan. Then I was
45 00:06:20.610 ⇒ 00:06:24.890 Nicolas Sucari: just checking what Kim sent. No, he she sent something to me.
46 00:06:24.920 ⇒ 00:06:31.100 Nicolas Sucari: There are some, some orders that are.
47 00:06:31.120 ⇒ 00:06:36.040 Nicolas Sucari: I don’t know. The the total sales number from some orders is wrong.
48 00:06:36.110 ⇒ 00:06:39.079 Nicolas Sucari: I was just checking that in the dashboards
49 00:06:39.850 ⇒ 00:06:42.719 Nicolas Sucari: issue might be. But we need to check that later.
50 00:06:43.020 ⇒ 00:06:45.990 Luke Daque: Which dashboard is it? Kim’s weekly report.
51 00:06:46.300 ⇒ 00:06:49.189 Nicolas Sucari: No, in the shopify, in the shopify customers.
52 00:06:50.030 ⇒ 00:06:56.444 Luke Daque: Oh, okay, yeah, we’ll look if you can. Is that like an email from her, or just a chat.
53 00:06:56.720 ⇒ 00:07:00.169 Nicolas Sucari: It’s in the. It’s in the Channel. I think you are here. Let me send you.
54 00:07:00.720 ⇒ 00:07:01.759 Luke Daque: Oh, my God!
55 00:07:02.275 ⇒ 00:07:03.849 Luke Daque: Yeah, I see it now.
56 00:07:03.980 ⇒ 00:07:05.670 Luke Daque: The marketing channel.
57 00:07:06.630 ⇒ 00:07:10.989 Nicolas Sucari: Yeah, I can’t tell you. But yes, right now, because I need to create this slack connect
58 00:07:11.150 ⇒ 00:07:16.399 Nicolas Sucari: with their organization because you’re not on Brainforge now. But
59 00:07:17.148 ⇒ 00:07:20.980 Nicolas Sucari: let me try to see if we don’t. Can do that.
60 00:08:19.750 ⇒ 00:08:23.630 Nicolas Sucari: If I actually were meeting with all of the Pungo team as late.
61 00:08:23.630 ⇒ 00:08:28.520 Payas Parab: Yeah, we’re doing like, kind of like, an onsite type deal. You can actually see everyone.
62 00:08:29.310 ⇒ 00:08:30.050 Nicolas Sucari: Nice.
63 00:08:32.530 ⇒ 00:08:34.149 Luke Daque: The 1st time you’re doing that.
64 00:08:34.421 ⇒ 00:08:38.500 Payas Parab: We’ve done like an onsite before we did it like 2, 3 months ago. But
65 00:08:38.876 ⇒ 00:08:45.970 Payas Parab: yeah, this is the q 4, 1. So yeah, everyone’s gathered. I I’m like, I live like 5 min down the street from here, where everyone’s meetings. I was like.
66 00:08:46.020 ⇒ 00:08:48.939 Payas Parab: I had to like, kind of organize get us like a venue and stuff.
67 00:08:49.140 ⇒ 00:08:51.620 Payas Parab: But it’s been good so far. Yeah.
68 00:08:52.240 ⇒ 00:08:55.139 Payas Parab: do you guys ever get like in person meeting stuff? Or is it like.
69 00:08:56.120 ⇒ 00:08:56.660 Nicolas Sucari: Standard.
70 00:08:56.660 ⇒ 00:08:57.859 Nicolas Sucari: That’s difficult. Okay.
71 00:08:57.860 ⇒ 00:09:00.100 Payas Parab: You guys are very far, right?
72 00:09:00.400 ⇒ 00:09:03.279 Luke Daque: Yeah, we’re like, half a planet away. So.
73 00:09:03.280 ⇒ 00:09:04.179 Payas Parab: Yeah, yeah, that’s.
74 00:09:04.180 ⇒ 00:09:04.530 Nicolas Sucari: Yeah.
75 00:09:05.650 ⇒ 00:09:09.430 Nicolas Sucari: Well, I’ve been in in the Us. A couple of weeks ago. I told you, Tom.
76 00:09:09.762 ⇒ 00:09:16.109 Nicolas Sucari: I was going to Florida and New York. But he was a little bit busy, too, and he was traveling to
77 00:09:16.290 ⇒ 00:09:19.380 Nicolas Sucari: to California, too, so we weren’t able to meet.
78 00:09:19.650 ⇒ 00:09:22.840 Nicolas Sucari: But at some point I think we’re we’re gonna be able to meet.
79 00:09:23.250 ⇒ 00:09:29.259 Payas Parab: Awesome. Well, Nico, if you’re ever here in La Ryan, you as well happy to host like, let you guys know
80 00:09:29.530 ⇒ 00:09:35.200 Payas Parab: just anytime. Seriously, next time you’re in the Us. Please stop by in La, and make something happen.
81 00:09:36.670 ⇒ 00:09:38.380 Nicolas Sucari: It’s a long way there and expand.
82 00:09:39.033 ⇒ 00:09:39.679 Nicolas Sucari: Even. Yeah.
83 00:09:39.680 ⇒ 00:09:40.240 Payas Parab: I love.
84 00:09:40.240 ⇒ 00:09:40.850 Nicolas Sucari: Going.
85 00:09:41.260 ⇒ 00:09:42.720 Luke Daque: Yeah, it’s even.
86 00:09:42.720 ⇒ 00:09:44.910 Nicolas Sucari: Let’s legal skiing again. Yeah.
87 00:09:44.910 ⇒ 00:09:49.149 Payas Parab: Yeah, for you. It’s so what? Like an 18 h flight or 1617.
88 00:09:49.150 ⇒ 00:09:50.640 Luke Daque: More than 20.
89 00:09:50.954 ⇒ 00:09:57.490 Luke Daque: I’ve been to the Us. More a couple of times. And like, yeah, like 2420, 30 h flight. Something like that.
90 00:09:57.910 ⇒ 00:10:00.630 Nicolas Sucari: Don’t you have? Don’t you have like direct flight to La.
91 00:10:00.990 ⇒ 00:10:05.771 Luke Daque: Then. No, there’s like we need to stop over somewhere like either Japan or like
92 00:10:06.340 ⇒ 00:10:06.970 Nicolas Sucari: Okay.
93 00:10:06.970 ⇒ 00:10:12.489 Luke Daque: Yeah, like, Saudi Arabia. What? Whatever? Like? Yeah, there’s no direct flight.
94 00:10:13.880 ⇒ 00:10:18.150 Nicolas Sucari: I thought that, okay, yeah, there is direct flight to Japan. Japan. La, but not.
95 00:10:18.150 ⇒ 00:10:18.700 Luke Daque: Yeah.
96 00:10:18.950 ⇒ 00:10:21.180 Nicolas Sucari: Yeah, okay.
97 00:10:22.020 ⇒ 00:10:27.190 Nicolas Sucari: yeah, I have. I I don’t know. I if there is a direct flight from Buenos Aires to La. Now.
98 00:10:27.540 ⇒ 00:10:32.929 Nicolas Sucari: I think I need to stop in Houston, maybe Houston or yeah, Miami.
99 00:10:33.230 ⇒ 00:10:33.770 Nicolas Sucari: But yeah.
100 00:10:33.770 ⇒ 00:10:38.489 Payas Parab: Yeah, usually it’s for most of at least I the airlines. I always fly. They always stop in Miami.
101 00:10:38.740 ⇒ 00:10:46.460 Payas Parab: It’s like always Miami. And then the thing is like, sometimes I almost I almost actually went to Buenos Aires a couple of weeks ago. I was like, you know, just like.
102 00:10:46.460 ⇒ 00:10:46.869 Nicolas Sucari: Thanks, Rick.
103 00:10:47.100 ⇒ 00:10:54.680 Payas Parab: Couple of days. I was like trying to do something really fun. My buddy was going to Mexico City, so I was like, Oh, I might go there and then go
104 00:10:54.760 ⇒ 00:11:02.210 Payas Parab: try and maybe go to Buenos Aires like, make it worth the whole trip. But the flights aren’t crazy. But yeah.
105 00:11:03.000 ⇒ 00:11:03.949 Payas Parab: So the prices weren’t.
106 00:11:03.950 ⇒ 00:11:06.030 Nicolas Sucari: Yeah, I mean, it’s far away.
107 00:11:06.030 ⇒ 00:11:10.000 Payas Parab: That’s far. Yeah, exactly. Yeah. It was like, yeah.
108 00:11:10.000 ⇒ 00:11:13.099 Nicolas Sucari: It’s like an 8 h flight, I think. Wanna say, this.
109 00:11:13.390 ⇒ 00:11:14.340 Payas Parab: To Mexico City.
110 00:11:15.055 ⇒ 00:11:15.770 Nicolas Sucari: Yeah.
111 00:11:15.990 ⇒ 00:11:17.600 Payas Parab: Whoa, okay.
112 00:11:17.600 ⇒ 00:11:22.920 Nicolas Sucari: Yeah, it’s not as close as you think. But yeah, it’s fun.
113 00:11:22.920 ⇒ 00:11:23.610 Payas Parab: Yeah.
114 00:11:25.110 ⇒ 00:11:25.999 Nicolas Sucari: It’s very nice.
115 00:11:26.210 ⇒ 00:11:27.459 Nicolas Sucari: Well, Mexico, too.
116 00:11:28.010 ⇒ 00:11:28.700 Payas Parab: Yeah.
117 00:11:28.940 ⇒ 00:11:35.840 Payas Parab: yeah, I mean, I think I also like my Mike standards of like, when I used to work for Tiktok, I used to travel a lot to Asia. So my my standard of like
118 00:11:35.920 ⇒ 00:11:43.560 Payas Parab: what is a long flight got messed up like we had like. I had to go to Beijing, Shanghai, and like Singapore for work. So like
119 00:11:44.050 ⇒ 00:11:47.900 Payas Parab: eventually, I got like, Oh, man! Like a 15, like anything
120 00:11:48.090 ⇒ 00:11:54.759 Payas Parab: like only anything above 12 h is a long flight. Everything else is just like a flight.
121 00:11:55.840 ⇒ 00:11:56.180 Luke Daque: Yeah.
122 00:11:56.180 ⇒ 00:11:57.240 Nicolas Sucari: Yeah, that’s fine.
123 00:11:58.330 ⇒ 00:12:02.013 Luke Daque: Yeah. And like the the time zone difference really messes you up.
124 00:12:02.850 ⇒ 00:12:06.920 Payas Parab: It’s like 2, 3 days to like acquired do. It
125 00:12:07.827 ⇒ 00:12:12.362 Payas Parab: doesn’t let its employees sleep. So that wasn’t an issue at all.
126 00:12:15.600 ⇒ 00:12:16.520 Nicolas Sucari: Awesome.
127 00:12:16.520 ⇒ 00:12:19.850 Nicolas Sucari: Okay. I don’t think Ben is gonna join. But
128 00:12:20.727 ⇒ 00:12:30.629 Nicolas Sucari: let’s see, I’m gonna follow up with some questions about what he just sent us I’m trying to add you by us, but what I’m told me that I think you’re gonna be added to Brainforge
129 00:12:30.660 ⇒ 00:12:34.360 Nicolas Sucari: slack first, st and then we’ll add you to the channel.
130 00:12:34.490 ⇒ 00:12:34.970 Payas Parab: Okay.
131 00:12:35.254 ⇒ 00:12:40.649 Nicolas Sucari: But yeah, I mean, if there is any anything came up from that dashboard, I’ll I’ll let you know.
132 00:12:40.650 ⇒ 00:12:55.429 Payas Parab: Yeah, that dashboard. And then I’ll kind of make some progress on the data science kind of task as well. But I sent over just now. I realize I had it on my doc, but I didn’t send. It was like a summary. If you wanna share like what we’re trying with it. It’s like an executive level summary, and some
133 00:12:55.440 ⇒ 00:12:58.539 Payas Parab: questions that maybe, like we can get some feedback from them.
134 00:12:59.710 ⇒ 00:13:06.229 Nicolas Sucari: Okay, okay, yeah, I can. I can select that to them and see if we can get it. That feedback. Yep.
135 00:13:07.920 ⇒ 00:13:11.249 Nicolas Sucari: I don’t know why? He said, Yeah, I don’t know.
136 00:13:13.470 ⇒ 00:13:16.339 Nicolas Sucari: Okay, perfect. Yeah, I’m gonna invite that.
137 00:13:16.440 ⇒ 00:13:21.179 Nicolas Sucari: I’m I’m gonna send that to them. And yeah, let’s see what what happens. Thank you guys.
138 00:13:21.180 ⇒ 00:13:23.859 Payas Parab: And then yep, sounds good. Thanks, bye.
139 00:13:24.110 ⇒ 00:13:25.229 Luke Daque: Well, thanks. Bye, bye.