|
|
|
|
|
|
by jpalomaki
1731 days ago
|
|
|
Some people must believe this model can be made to work. I think it might happen via ghost kitchens. Distributed food preparation and couriers picking from small restaurants is inefficient. Larger kitchens, optimized for quick pickups, same people preparing food under many different brands. Maybe one can also rethink how the apps work, to bring bit more efficiency (if you control the larger part of the production chain). Most of the time when using these apps I'm hungry and I just want to eat. I would be actually quite happy, if the app could provide some decent recommendations on what could be delivered quickly. |
|
|
I'd argue that if we went down the rabbit hole of delivery startups to find where the thought originated that these kinds of businesses "must work somehow", we'd find irrationality.
Recently, I've come to realize that maybe all that's bad in the world is simply that at one point in the value supply chain someone favored an irrational over a rational thought. In case that person was very influental, we get cases like this where food is delivered through a permanently unprofitable strategy.
I wish we could just further rationalize the whole business to find the actual product's value and its market fit. Intuitively, it probably lays within canibalizing the actual business heavily and by e.g. not really delivering food on demand anymore. People just want the convenice of getting food quickl yand a wide variety + a threshold of quality.
Delivery drivers are one option to a huge solution space.
But those companies and investors can't afford to backtrack anymore. They now have to die to make space for a more adjusted solution. It's absurd.