They've raised $1.5 billion in 12 rounds. I don't think this decision is due to a lack of funding; in fact, I think so much funding has significantly encouraged

They've raised $1.5 billion in 12 rounds. I don't think this decision is due to a lack of funding; in fact, I think so much funding has significantly encouraged it. Unit economics and customer acquisition costs/lifetime total value become a lot more important when you're leveraged, doubly so with a recession looming.