A few years is an eternity, its not like they have to keep burning through $100m a year until they either "win" or run out of cash, they could easily scale back

A few years is an eternity, its not like they have to keep burning through $100m a year until they either "win" or run out of cash, they could easily scale back on their customer acquisition spend and extend their timeline. I think their strategy is very aggressive but far from all-in