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I agree with the premise, and note well: food has just finished its Brand Age. The combination of dark kitchens and last mile delivery has shown clearly that co
by contingencies 8mo ago
I agree with the premise, and note well: food has just finished its Brand Age. The combination of dark kitchens and last mile delivery has shown clearly that consumers have little loyalty to brands and simply want convenience at a reasonable cost. From this lens, nearly the entire QSR industry which dominates food particularly in America is about to tank, and indeed many of them already lost 30-80% value in 2025 (Sweetgreen, Krispy Kreme, JITB, Cava, Shake Shack, Portillo's), but the new reality isn't yet priced in. The vast majority of them operate on a brand and franchisee model meaning they're structurally incapable of exiting the paradigm. We're about to use automation exploit that: zero brand investment, 100% CVP. Now seeking capital partners for at-scale GTM. https://infinite-food.com/ https://infinite-food.com/