One of Pomp’s followers shared this article on Twitter:
https://simplanations.substack.com/p/7-how-rebel-is-building-the-worlds
Skip the first half of the article; focus on the cost structure for cloud kitchens.
My sense is the ‘stations’ strategy will take off in the USA starting with pilots in the right cities and optimized supply chains. Could it work in King County [Washington]; with a Kent based cloud kitchen serving Seattle and Bellevue? Unknown. The travel logistics seem challenging; to get meals/orders to [say] the north edge of Seattle customers from Kent. Who wants a cold burrito? :/
I’m super interested in building or investing in the cloud based tools that cloud kitchens need to run their operations. You’re optimizing for raw food ingredients transformed into packaged products [meals]; delivered with shortest one way routes by the most available, nearby drivers. Easy to see why Travis Kalanick jumped into the space; he’s figured out the supply side logistics and likely the incentives to build another driver pool. This space screams for the demand to launch a few B2B SaaS platforms.
Reach out if you’re an entrepreneur working on cloud kitchens.