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Pretty sure no one who works in the restaurant industry thinks this. There's always a supply chain.Perhaps not. And yes, I know there's a supply chain. But every restaurant I've been to - or ordered from - where I live[0], each one has its own distinct and consistent style. For instance, being a pizza aficionado, I could tell you just by looking and tasting, which restaurant you ordered a pizza from in the town I now live, and which major pizza parlor[1] you ordered from in Kraków (the city I spent most of my life in).
This is what I'm concerned about. While not perfect, the restaurant's name was something you could use to "hash" a particular style of a particular dish by. They may have all supplied themselves at few well-known wholesalers[2], but they each processed the ingredients differently. Ghost kitchens + "virtual restaurants" kill that mechanism.
To be clear: I don't mind the concept of ghost kitchens per se. Done well (i.e. regulated well), they'll be able to deliver consistent quality at good price. My problem is with the other half of the equation - the virtual restaurants.
Something like this has already happened with consumer goods - so many of them are white-label goods these days, each sold by many fly-by-night brands. Consumer's ability to use branding as a proxy for quality (or quality of support) has been destroyed, DDoSed by the proliferation of such transient brands. I consider this a loss to customers and to the market at large (it increases information asymmetry). I worry the same is about to happen with food delivery.
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[0] - I love my country for being just enough developed to get all the fun stuff conceived in the US, but just enough not developed that they come with a delay of a few years - giving us time to see the expected social impact things will have :).
[1] - At least until recently. Now there's too many small operators offering delivery services to track - but I can still distinguish between the ~6-8 places I used to order from. When these small operators started showing up, many of them were delivery-only, so I suspect they may have graduated to ghost kitchen frontends by now.
[2] - Or discount supermarkets :). My wife and I have a bunch of stories about it. Notably, I remember once being in the queue behind a couple who were buying the entire stock of chicken breast and invoicing it to a company - presumably the Asian restaurant nearby :).