[valuearb]

Is this one of those “great businesses” that’s never turned a profit and will disappear like a puff of smoke in the next economic downturn?

[ztratar]

Read the article.

See where she says "we're default alive" in an email to her company?

That means they were profitable back in 2016. I assume now with extra capital that might not be the case, but that's the re-invest in the growth strategy, a la Amazon (which is smart).

[hellot848]

I'd say it's more likely to peter out/be acquired and killed due to the overall lack of vision. Discipline is good for local optimization, but it doesn't build huge companies on its own.