Re:America is stuck at home, but food-delivery companies sti...
by joe_the_user on Wednesday May 13, 2020 @03:19PM
(#23170667)
It seems like another aspect of this is some combination of "aiming at regular customers, being willing/able to scale, educating consumers".
The VC model is like a lot of models. They're aiming for the section of consumers that will give them a 25% cut for picture-delivery to the door.
The opposite scaling model is a truck that delivers soup and vegetables from a central production facility to every house on a street once a week on a schedule flexible enough to keep costs low.
The restaurant model has been selling prepared food at a premium in exchange for the experience (not that they don't have ultra-low margins but they are automatically following a model that doesn't scale).
The VC model is like a lot of models. They're aiming for the section of consumers that will give them a 25% cut for picture-delivery to the door.
The opposite scaling model is a truck that delivers soup and vegetables from a central production facility to every house on a street once a week on a schedule flexible enough to keep costs low.
The restaurant model has been selling prepared food at a premium in exchange for the experience (not that they don't have ultra-low margins but they are automatically following a model that doesn't scale).