[malandrew]

The big question is whose investors are willing to go for the big prize.

If both companies push for profitability, then the market slows to the pace they both push it while remaining profitable.

If however only one company pushes for profitability now and the other has investors willing to fund growth for the foreseeable future we could see one emerging as a winner.

Personally, barring an economic downturn on the horizon, it's foolish to go public now if their competition doesn't also go public.

Because there is still plenty of growth opportunities across their various products globally, they can get at least 1-2 more private funding rounds before they truly need to turn to public markets for funding. They should take that money while it's still there.