In addition to all the profitability arguments (and I largely agree with CPLX here), we're talking about a market into which VCs have literally dumped billions

In addition to all the profitability arguments (and I largely agree with CPLX here), we're talking about a market into which VCs have literally dumped billions recently, with little sign of abating, so any company with sustainable pricing will have to compete against companies with venture subsidized pricing.