No - that's why I said probably. If you are growing at 60%, have access to good talent, funding, and can stay a private company for a 1-2 more years if you need

No - that's why I said probably. If you are growing at 60%, have access to good talent, funding, and can stay a private company for a 1-2 more years if you need to - then the rational approach is push all your dollars in growing/creating moats. I expect them to be slightly unprofitable, but who knows :)