Comment by wand3r

I think you are correct, but my hot take is that they will capture most of the G7 through scummy regulatory capture and bundling with Microsoft. They will use this to mostly dominate the markets and run at small profitable margins. They will then pad out revenue by bundling in advertisement and agenda based pay to play messaging. They will also do a bunch of military and government contracts, take positions in profitable applications (or simply copy them) and maybe even do a hardware offering. Ultimately the company will end up being something like a facebook/google/palantir/apple hybrid. I'll admit the execution barrier is high, but the valuation is justified if they achieve. These are proven executors who have a nearly sociopathic capitalist mindset with deep ties to governments and corporations globally. I think it's probably likely they execute and if they fail in the grand scheme, it's hard to imagine they fail enough to bring down the company.

Let's not forget this company was founded by basically stealing seed investment from the non-profit arm, completely abandoning the mission, crushing dissent in the company and blackmailing the board. Sam will do anything to succeed and they have the product and powerbase to do it.