I may be totally wrong, but I think the point is that just about any company can grow 38% for a long time if you throw enough money at it. So far, lots of peopl

I may be totally wrong, but I think the point is that just about any company can grow 38% for a long time if you throw enough money at it. So far, lots of people have thrown lots of money at Uber, and some days it looks like they're not going to get profitable before they burn their runway.