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I believe they’re profitable on all unit economics other than the $200/month tier. The users who opt into this are the absolute “highest” users so you end up wi
by bberenberg 2y ago
I believe they’re profitable on all unit economics other than the $200/month tier. The users who opt into this are the absolute “highest” users so you end up with an adverse selection issue with this plan.
- jsheard 2y agoThat doesn't seem to gel with the fact that they lost $5 billion overall last year, mostly before the $200 tier was even available.
- pottertheotter 2y agoThey said profitable unit economics, not profitable as a company.
- deleted 2y ago[deleted]
- kridsdale1 2y agoSo P/L incrementally, ignoring capex and salary?