There are tons of places like this in the SF Bay Area and Singapore (these are just places where I have been involved in investigating them, they are in many more places than that).

There’s even a startup company that will rent you space for running it.

https://cloudkitchens.com/locations/san-francisco-bay-area/

You’re not missing anything. Just bear in mind that demographics drive restaurant delivery businesses intensely and a big part of the business is related to regional demographic trends (and those vary globally quite a lot).