The marginal cost of making a dish remains more or less the same regardless of whether it’s made in a regular kitchen or a delivery-only kitchen, no? If true, how do unit economics of delivery change? Am I being super dumb here? I get that opex is lower in one scenario
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So it's *directionally* like that, and one of my favorite ways of predicting the future is to predict that the present gets more widely distributed than it is at present, but commissaries specifically not obviously winning the calorie share war anywhere yet as far as I'm aware.
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