> Npm has a huge number of customers > VC has good reason to expect a useful amount of income I'm going to be pedantic, but within reason: users != customers.

> Npm has a huge number of customers > VC has good reason to expect a useful amount of income I'm going to be pedantic, but within reason: users != customers. I know you mentioned that they have yet to attempt to monetize, but until they try we can't make accurate predictions on their level of revenue. I think the author is trying to say VC's aren't trying to play a game of make believe when it comes to future revenue, but rather are making the investment in the community.