4 Comments

Interesting article, Professor. My prediction: Wonder's fleet will NOT "number in the thousands in two to three years". This is an expensive, niche service that won't scale well.

Working against them are:

(1) annoyed neighbors

(2) folks with environmental concerns

(3) "foodies" who will point out the quality gap between the "authentic" restaurant version of dishes vs. the one made by "some guys in the back of van" (although your analysis largely focuses on purely-cloud restaurants, Wonder's webpage suggests many partners are IRL restaurants, such as Maydan in DC and Fred's in Atlanta, so the ability to compare exists)

(4) the obstacle that matters most, customer acquisition cost from trying to stand out in an extremely saturated marketplace

How many more VC-money-burning meal prep or meal delivery services do we need?

Expand full comment