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ghost kitchen

also referred to as: ghost kitchens

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 21, 2026 by Tony Xu · across every show →

Everything said about ghost kitchen, oldest first

Apr 21, 2026 bearish
Insight
Tony Xu: Ghost kitchens fail without large brand customer acquisition power
“It just turns out it's extraordinarily difficult, however, unless you're a large brand, or, you know you know, a house of brands, someone like DoorDash, to be able to attract enough customers to make that math work.”
Tony Xu Apr 21, 2026 ▶ 32:16 The economics and trends of the restaurant industry, with Tony Xu of DoorDash
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