Both. An all-you-can-eat buffet with caviar wouldn't pencil out either, but that's what they wanted to create. $99/mo for access to $500K of machines doesn't

Both. An all-you-can-eat buffet with caviar wouldn't pencil out either, but that's what they wanted to create. $99/mo for access to $500K of machines doesn't work. Pay-as-you-go is the only way it works and this was presented to them multiple times. The licensing "pivot" was basically them telling other people to go lose money with their flawed business model.