I often have to pause and think "am I agreeing with this because it's correct or because it flatters my own prejudices?". This comment fails that test by a wide margin.
The tech crowd has been asking the same questions about the stability of these companies for a long time now. We know that it's being propped up by VC money and unsustainable.
Yes though I think the public has not caught on yet. These apps have become far more popular during the pandemic quarantine and people don't realize it's going to put a lot of their favorite food joints out of business.