Prior to WeWork, many companies were (are) in the business of renting commercial real estate. CloudKitchen's bet is creating a huge valuation proposition by making securing a kitchen (as a restauranteur) as easy as provisioning resources on AWS. In a sense, there is some logic there, as restaurants in major cities come and go. There's some degree of food being subject to a fad boom/bust cycle. And as a customer, having access to a constantly rotating set of restaurants, as opposed to a much more static set of brick-and-mortar restaurants in your neighborhood -- maybe you're more likely to engage more with the whatever food delivery app CloudKitchen might eventually make, for it's continuing novelty in dining options.