But you can say the same for tons of other hot companies as well - Uber/Lyft, WeWork, etc. I think the difference is that mail-order meal kit companies don't r

But you can say the same for tons of other hot companies as well - Uber/Lyft, WeWork, etc. I think the difference is that mail-order meal kit companies don't really have a theoretical path to profitability that I've seen in a real way. They might have a place as niche players with a relatively small user base, but that can't sustain the cash burn they run.