The Death of Home Cooking

The idea

I think home cooking keeps fading over the next decade as ordering in becomes the default and robots eventually take over the kitchen. This take owns all three layers: delivery platforms that control the customer relationship, restaurants built for delivery rather than dine-in, and the distributors supplying every meal cooked outside a home kitchen, plus a smaller slice in kitchen and delivery robots and the chips behind them. The robot sleeve stays small since that layer is earliest and still mostly private, while delivery and supply chain carry most of the weight.