[energy123]

Your concern about their business is that demand for their products is growing so stratospherically that they cannot meet that demand easily? I mean that's like an A+ scorecard for any business. Everyone in business would dream of such a scenario. That's called a luxury problem.

[kimixa]

But each new customer is still losing money. As I said, subsidized growth only matters if you can recoup those subsidies afterwards - and that's what I'm not sure will be true.

I think the idea of "all growth is good no matter the cost" has been taken to an extreme.

[energy123]

Losing money based on what? COGS? It really sounds like you're hating on a growth company for not being an airliner.