I'm bullish on the concept and business model from an investment standpoint, I think they are likely going to become very successful, but as a consumer I can't say I'm looking forward to delivery platforms being flooded with these "cloud kitchens".

It seems to be designed to enable mediocre restaurants to "pivot" at a moment's notice and rebrand themselves after building up a well-deserved crappy reputation, ready to start anew and fool more unsuspecting consumers. On the other side of the coin, well-loved restaurants could disappear at a moments notice because the owner/chef got tired of making the same type of cuisine and want to experiment with something new or more lucrative/trendy.

I think the agility this model offers restaurants is both a blessing and a curse in this sense, as with traditional restaurants the physical presence involved makes the brand more enduring, for better or worse.