3 ms·

Personal take... I don't think they have any moats, and they are desperate.

• moralestapia 2y ago
  They're just ... dumb. They also never had a business in the first place. The guy at the helm also has a very weird body language/physiognomy, sometimes it seems he's just about to slip into a catatonic state. I have no idea what made investors pour hundreds of millions into this guy/pitch, perhaps a charitable impulse? That money is dead, though.