Are you suggesting that CCS and GoW have negative unit profit? That seems surprising to me. They probably have somewhat slim profit margins per user, but that

Are you suggesting that CCS and GoW have negative unit profit? That seems surprising to me. They probably have somewhat slim profit margins per user, but that's because they have a large market and great scalability. I don't think the original essay means "hey, your gross unit margin is only 10%, but your market size is 500,000 units at $5 per month." I think it means, "Hey, your gross unit margin is -20% and with a lot of luck you might increase it to -5%."