Is AI Coding Like Food Delivery: VC Subsidised and Unsustainable: " I remember the early days of food delivery, it was VC subsidized. We're seeing that right now with AI coding. This can't go on forever... there will be some very valuable businesses that are not perpetually VC subsidized but navigating this crazy VC subsidy world to get to good outcome takes a lot of skill." @AndrewYNg Do you agree this resembles the early days of food delivery and how do you determine who thrives and who dies @_fredrik @JTLonsdale @Mascobot @LM_Braswell