I don't know if the business model is broken NOW, but perhaps the guy he was interviewing (or quoting) was saying in the future it will break from these cracks.

I don't know if the business model is broken NOW, but perhaps the guy he was interviewing (or quoting) was saying in the future it will break from these cracks. He's saying that the huge budget is causing the subscriptions, but there is no true innovation in the actual product. Therefore, the fact that businesses have to charge monthly to post a decent profit margin will be their downfall. Interesting theory :).