I think it is underappreciated how much delivery apps are going to change food production and consumption, specifically via the mechanism of replacing expensive retail footage with relatively cheap industrial kitchens running multiple brands across all the apps.
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This model (commissaries) already provides food for airlines, Starbucks, and a variety of places which can't have an on-site kitchen, but just-in-time logistics mean that they'll be able to compete on palatability rather than merely price and shelf stability.
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Also this is one of those virtuous cycles created by infrastructure: the reason you can get delicious food from convenience stores in Japan for ~$5 and can't in the US is because Japanese convenience stores hook to a network that can source 500 meals like that every morning.
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After the US has a variety of commissaries in most cities which are staffed up and serving the just-in-time crowd via apps, that infrastructure will get re-used by other players offering things like e.g. "We're going to be a catering firm with no kitchens."
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Replying to @patio11
Aren't you just moving the complexity burden from production to distribution?
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You're enabling one firm to specialize in food production (w/ a side order of marketing, maybe) and one firm to specialize in logistics rather than requiring the same firm to nail all of them plus real estate, project management, etc.
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