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🦔McDonald's announced a new AI drive-thru ordering system called Archy IQ at its Worldwide convention this week, built with Google. The system has processed over a million test transactions at five stores, with 90% completed without a human stepping in. Google Edge Cloud hardware is already going into every US McDonald's location ahead of the broader rollout. McDonald's previously partnered with IBM on AI ordering before moving on in 2024. My Take McDonald's serves millions of people a day in the US. A 10% failure rate at that scale is hundreds of thousands of wrong orders, every day. McDonald's left that number out of the announcement. They tried this with IBM and killed it. Now they're back with Google, and every US location already has the hardware before the pilot at five stores is even done. That's a company-wide infrastructure bet on a system that still fails one in ten times. Nobody at the convention said whether the AI costs less than the person it replaces. Based on what companies found out last week about what AI actually costs, I wouldn't assume it does. The one thing McDonald's definitely did not announce was lower prices for customers. The savings, if they exist, go up. They always do. Hedgie🤗