> Many CEA companies' growth plans didn't include things like "positive unit economics." If your unit economics is a negative number for whatever reason (alread

> Many CEA companies' growth plans didn't include things like "positive unit economics." If your unit economics is a negative number for whatever reason (already a bad sign), then you have to determine what the "escape velocity" or volume of sales + production costs is that turns that number positive Counterpoint: even if you have the most amazing set of patents, no one is going to give you venture capital if your margins are "slightly better than a farm". Even if you have positive unit economics. You'd be insane to pick that investment over, like, a McDonalds franchise. If you actually look at the profit margins of even the successful companies in this space vs the capex investment, it's kind of bananas. They took an industry (agriculture) and targeted investors completely unfamiliar with that industry with the help of a bit of misdirection. Given the amount of money dumped into these operations and the tiny margins they operate in, the most viable endgame for them is to become too big to fail. Invest as much money into infrastructure and distribution as possible and get to positive margins. Investors would have nothing left to pull and would have no choice to write off their investments and just let the companies do their thing.