The article isn't questioning their valuation but the unit costs and if working in highly affluent SF translates to mass market. Are they profitable? Do their

The article isn't questioning their valuation but the unit costs and if working in highly affluent SF translates to mass market. Are they profitable? Do their costs (and prices) go down as they scale? Just because someone invested X for Y implying Z valuation doesn't mean it will turn out to be a wise investment.