It is a Saturday in Pune. A restaurant group has outlets in Kothrud and Baner and a cloud kitchen in Wakad. The owner's day starts with a call from the Baner manager: the paneer ran out late last night, in the middle of the rush. The kitchen sent a boy to buy some from a shop at a high price. The owner tells the store to send more paneer to every outlet from now on.
In Kothrud, the extra paneer arrives on a quiet week. It sits in the cold room. By Wednesday, the cook uses some of it in a dish that comes back from a table because it tastes sour. The rest goes in the bin. The Wakad cloud kitchen, meanwhile, has run through more butter and cream than its orders seem to need. Nobody can say for sure, because nobody has ever put them side by side.
At the month end, the owner looks at the sales. The tables were full. The delivery bags never stopped. The profit is thinner than last month. The paneer supplier's bill has gone up, though the owner did not agree to a new rate. The bottled water and cold drinks have been sold below their new cost for weeks. He decides the cloud kitchen needs more discounts on the apps to bring in more orders.