Virtual Restaurants

The restaurant industry has thin margins, and you need to be hyperoptimized to make the economics of delivery work. I could see a world where this whole ecosystem is dominated by these national virtual brands that we've been talking about this episode,. And i feel like these virtual brands are almost taking advantage of the fact that the average delivery customer is kind of lazy and lacks curiosity. But some people do just want a stuff grilld cheese. They might not care its coming from canters or chucky cheese or whatever.