Theory: in the beginning of a tech revolution, capital light “sharing economy” models win. They can roll out faster.
Inevitably, they get crushed by “fatter” competitors with operational excellence.
Example: Ebay -> Amazon
Future: Doordash/UberEats -> “ghost kitchen” brands.
Consumers are slowing associating their palate to the dish itself, and not so much the restaurant branding. i.e. UberEats app is starting to recommend you dishes, not the restaurant themselves, in the top half of your app engagement.
Intersection notepad 