@bryankchang - I'd love to know more about their operations as well. They haven't garnered much press so not a lot of public knowledge on them. I mentioned to a reporter to cover their SF launch and hopefully garner more details.
We have lots of internal discussions about the viability of these companies in our office. I know a few that have failed. It's really hard to make a margin on quality ingredients + on-demand + delivery + insanely low cost + not bulk.
Some of the logistics will be better over time, as real-time delivery systems for other types of products get established, but food is its own beast.
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