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Comment by mh-

13 hours ago

You realize we're talking about a product that is currently free, right? Neither of us have any insight into the margins of their paid offering.

All this means is: we have a free offering that we can't figure out another way to monetize right now.

We can each draw our own conclusions about what that might mean for the state of their business, but all of the other inferences (ha) in this thread are conjecture.

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mh-

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Dylan16807  12 hours ago

> You realize we're talking about a product that is currently free, right? Neither of us have any insight into the margins of their paid offering.

I don't see how that changes the analysis.

> All this means is: we have a free offering that we can't figure out another way to monetize right now.

And they're doing something they significantly don't want to do to monetize it.

Either they fully changed their mind, or the money is somewhat important, or they're utterly crazy.

The first is unlikely, the last is unlikely, the middle one is enough for a casual "strapped for cash".

It's a very minor conjecture. Actions aren't taken for no reason.

  • mh-  12 hours ago

    If we can agree that "strapped for cash" also includes "not stupid with cash", I think we're on the same page here. :)

    (For all I know they are strapped for cash, to be clear; I just don't think the quote says that.)