@b_n
For me, it boils down to this: relying solely on cash injections to scale up seems short-sighted. Bandwidth costs are often underestimated, especially for high-quality video streaming. If users' lifetime costs outweigh bandwidth expenses, the injection could turn into a liability. I'm concerned about the sustainability of their model. Unlike a ski-lift company that generates revenue from various sources (food, merch, rentals).
Maybe my hosting knowledge is just too old school.
@rbos yea, that sounds similar to what a lot of these monopolistic internet companies do. But eventually the bill is due.
If they can't scale up with what they got, then maybe it isn't profitable. But what I'm understanding is that they're using "Lifetime Users" as a gamble to grow.
hmmm.. maybe I just don't like private infrastructure, but I'm at odds with this model. But if the users understand that the bubble can burst, then I wish them luck.