It's not the same though because you're the end consumer in that scenario and there's no downside to the business disappearing tomorrow.
Instead, imagine if you built a restaurant serving food you get from Hello Fresh. How do you price your meals to ensure you're covering the true cost of you inputs? Can you compete with the guy down the street that isn't smart enough to realize part of their supply chain is being subsidized in an unsustainable way? Probably not.
The whole setup simply makes for bad economics IMO. I'm glad people in tech are finally catching on that VC money is the equivalent of an unsustainable, hidden subsidy that's difficult (or impossible) to calculate.
