Comment by eszed

9 months ago

I suspect you're correct, and am rooting for them to hit sustainable, as soon as possible. I don't know what their maximum sustainable size is, either - that's equally important, though always a moving target. I only wanted to point out that neither inflection point, for a paid-service business model, has to do with "market share" - that's a VC thing, to which I'm increasingly allergic.