Fair point. I submit that I'm probably overestimating how much profitability matters here. I've been hearing that Neon is burning through cash pretty aggressiv

Fair point. I submit that I'm probably overestimating how much profitability matters here. I've been hearing that Neon is burning through cash pretty aggressively, which raised eyebrows for me. But you're right: high margins and scalability mean profits can be deferred.