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Only if those losses are coming from subscriptions, instead of capex and training, which is not at all clear.
by chilmers 3mo ago
Only if those losses are coming from subscriptions, instead of capex and training, which is not at all clear.
- Hamuko 3mo agoI don't understand this argument. How does it make the subscription any less subsidised if the losses are only because developing the product is just so darn expensive? Feels like arguing that it's not clear if Bugatti's losses came from selling the Veyron instead of designing and developing the Veyron.
- fragmede 3mo agoThe equivalent is when Amazon was running a loss because they were spending all their money on building warehouses. It exactly make sense, but that's the argument.
- smokedetector1 3mo agothis argument assumes that capex and training costs will go down over time. but theyll have to keep up with one another and stay on top of latest knowledge so Im not sure if thats true
- Yizahi 3mo ago"Our 2015 car models are totally profitable if we will just stop making new cars and continue producing only 2015 models for the next decade."