Comment by aryonoco

If you’ve got nearly a billion users, and are multiplying your revenue on an annual basis, then yes. You’re effectively showing that you’re in hyper growth trajectory.

Hyper growth is expensive because it’s usually capital intensive. The trick is, once that growth phase is over, can you then start milking your customers while keeping a lid on costs? Not everyone can, but Amazon did, and most investors think OpenAI and Anthropic can as well.