[goosejuice]

> I think the case that their consumer subscriptions lose them money on net is pretty strong, even though their enterprise subscriptions (and API pricing) does make them a profit.

To be clear I'm not arguing against this position, just questioning the confidence with which people claim that the current consumer subs are not a sustainable offering and a merely temporary.

[fluidcruft]

Burning money is never sustainable. All you're actually saying is nobody can predict how long this particular bonfire will burn.

[goosejuice]

Again this is nonsense for the reasons I've already given. The costs aren't fixed.

[fluidcruft]

Whether sustainability is achieved by raising prices or hoping that costs can be brought down, you have to acknowledge that the status quo is unsustainable. If it were sustainable nether change would be necessary.