Swiggy Mafia getting funded!

The list you have built above has variety of 1) aggregators 2) Cloud kitchens

Dil Food is lying somewhere in between. Neither they have cloud kitchen nor aggregation.

My honest take is - Which order a restra partner will prefer during kitchen peaks? (weekends evening). Consistency of food, quality of food packaging everything becomes questionable as restra partner won’t have skin in the game.

At the same time - aggregators like Swiggy & Zomato can crush this model easily. In fact, I think zomato tried operating some cloud kitchens not sure what’s the contribution margin today.

Never eat from a cloud kitchen. The hygiene maintained in Hotels where customers can see the cooking area is poor. Many times I have seen rats running around.
Imagine a place where no body can see. The hygiene would be non existent. I won't be surprised if they use two day old food and mask the flavour with butter. Or worse having to eat the same food half eaten by rats.

Eatsure is by rebel foods, also a cloud kitchen virtual brand based company

Dil foods is not a food tech business, it's a B2B food business. Swiggy / Zomato both tried building this house via teams like New Supply / Private brands, however in my opinion, the DNA to build a food business vs food tech business is way too different.

It requires, different set of people, debt vs venture capital and slow thinking around product instead of fast paced consumer acquisition.

Coming to the space, there is always space for more given your right point around TAM.

Plan is simple, scale karo and get acquire. Founder and investor make money

Just watched this pitch on YT rn, they have a strong business esp with b2b part and margin is sufficient. But haven't tried it anytime yet.