[tshaddox]

Imagine how much Microsoft would pay Discord for just a hosted version of the Discord service, or even an on-prem version that includes maintenance. Do you think they would still pay $10B for that, with none of the accounts, account data, brand reputation, etc.? Do you think they’d pay even 1% of $10B?

[bluecalm]

Well, imagine how much someone would pay for NVidia if the only thing you could do with their GPUs was to watch videos. Surely not 300B. Yet you can do so much more with the GPUs and you can do so much more with Discord then keeping it as in house tool.