> Charging people to access their system is the obvious route to profitability Ed argues, and I agree with him, that there is simply no route to profitablility

> Charging people to access their system is the obvious route to profitability Ed argues, and I agree with him, that there is simply no route to profitablility that makes sense numbers wise. Considering this is the only sector propping up the otherwise very bleak US economy currently, if there are indeed losers, the consequences would far surpass the 2008 financial crisis. And it will spread. Closing our eyes to the numbers, especially if they are that bad, and relying on vibes and promises of leaders that failed to deliver again and again (Musk's literally every promise recently, to Zuck's metaverse and superintelligence, to sama's ChatGPT recent releases and false promises of AGI). I know investors often invest based on vibes and hype (see Softbank and WeWork) but not paying attention to the numbers and hoping the balance sheets magically resolve themselves somehow has reached such a predominance that it starts resembling a cult.