saw this founder talking about how 70% of restaurants shut down within two years, and it kinda stuck.

cloud kitchens? apparently closer to 90%. and yet, somehow every few months, someone new decides they’re gonna “open a cute café” or “launch a cloud kitchen.”

i’ve got friends at masters union running small kitchens, no fancy funding, just word-of-mouth orders, and they’re still building from last 6 months. i honestly don’t get how. margins are thin, delivery apps take their cut, and rent keeps climbing. feels like half grit, half chamatkar.

so yeah, maybe the podcast was right or this is just a scale business? wdyt on this?