I agree that it makes for an expensive moat. It really doesn’t seem viable to sustain a business like this.
Unless, ghost/cloud kitchens become a thing and these app platforms start building or partnering with these kitchens. Then they have full vertical integration where they can set prices.
Unless, ghost/cloud kitchens become a thing and these app platforms start building or partnering with these kitchens. Then they have full vertical integration where they can set prices.