Keep in mind, though, that I mentioned incremental value, though maybe what I meant was marginal? I do agree that NF's business model can't really be compared

Keep in mind, though, that I mentioned incremental value, though maybe what I meant was marginal? I do agree that NF's business model can't really be compared to that of a gym, with a goal of maximizing subscribers that (eventually) don't use the service at all. One of the big mysteries is how good a deal did they got for that outsourced delivery infrastructure, as well as how much of it is metered (and how) versus flat-rate.