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Prediction: The Food-Delivery Bubble Will Pop in 2016

The staff of Fortune recently assembled its predictions for 2016. Here’s one of our forecasts.

Everybody eats—but we may not eat nearly enough to support the ballooning food-delivery tech category. Consulting firm Rosenheim Advisors counted 88 companies in the U.S. that offer either meal kits, meal delivery, food e-commerce, online grocery shopping, or online ordering. “In the next 12 to18 months there will be some reckoning,” says Brita Rosenheim, who runs her eponymous firm.

She estimates that $733 million has flooded into in food tech delivery over the last six months from U.S. private investors, representing 57% of the total invested in food tech. That’s already more than the $697 million that was invested in all of 2014 (representing 28% of all food tech investments).

One sign of glut: The industry is starting to run out of names. Within the online-ordering category alone, there’s already EAT24, FoodtoEat, EatStreet, and EAT Club, to name just a few.

This article is part of the 2016 Fortune Crystal Ball, a package of 33 predictions about business, politics and the economy by the writers and editors of Fortune. To see the entire package, click here.