Zomato Legends shuts down

So, someone was asking this question to me on GV 2d back like eatclub is spending so much on promotions. Will they be able to sustain? Ans In foodtech if LTV > GMV-CAC then it's fine. People order 2k-3k worth food, so 5oo is a small cac. Moving forward, what do u think about foodtech space in India, Tam is huge but so many firms already there and food n relationship are two stuff ki if it's bad u will not go back to the situation again. India has a lot of food tech unicorn 🦄. 1. Swiggy 2. Zomato 3. Rebel foods 4. Biryani by kilo 5. Eatsure 6. Box8 7. Eatclub And few more soonicorns. Do you think Dil foods kinda firm which run on cloud kitchen based strategy can work in long run? Btw I use swiggy and eatclub a lot and both are wonderful products!