I think the danger is when they assume that making money will only require some simple tweaks, happy to sell at a loss in the meantime and then at some point in

I think the danger is when they assume that making money will only require some simple tweaks, happy to sell at a loss in the meantime and then at some point in the future realize that actually the whole things was a capital fueled house of cards. I think one could argue that something like this has happened with Uber and Lyft (though perhaps covid + inflation has more to do with those price increases)