It’s an opportunity for automation in a structured environment—but with enough variety that actual automation isn’t cost effective. Suddenly, robots and their tiny bit of flexible automation have a chance to be a practical solution.
Advanced robots as the middle ground between factory machines and humans workers. That's a way I hadn't heard it put before, although it seems really obvious now.
I suppose the risk is all in threading that needle. If these guys can't gather the required data to handle all the ingredients they need to - or if there's unforeseen issues training with it - their business fails. If conventional restaurant automation approaches turn out to be usable even in those cases, maybe by the appearance of new machines or a new ways of providing machines, they also fail.