VERY interesting. I have a few friends with companies in the "shovel industry" that are VC backed and they also raised very similar points to the ones you've me

VERY interesting. I have a few friends with companies in the "shovel industry" that are VC backed and they also raised very similar points to the ones you've mentioned, which is keeping me away, having experienced being in a business that was hit by a variant of (2). Technology-wise there is a great many approaches out there in their infancy, that usually die before they get a chance to be fleshed out into larger companies. The intersection between No-Code & Developer-Tools is to me one of the most-exciting spaces to watch. I can't imagine we'll design & document business-logic and requirements with so many breaks in the chain to production ten years from now.