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Comment by fragmede

3 hours ago

Which is a fine thing to say, but CAC vs LTV (customer acquisition cost vs lifetime value of the customer) is the underlying equation. If it costs them $150 to give away a dish, but they get, say, $300 before the user churns, they still come out ahead.

By making a lot of antennae, they also lower their price in the future due to the learning curve.