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thfurantoday at 12:27 PM1 replyview on HN

>Sooner or later investors will see the "$2M spend" and demand "$4M net profit", and that's not going to materialize.

I think this is probably going to happen at the same time that the providers start really jacking up token prices to extract all the value they can.


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SlinkyOnStairstoday at 12:56 PM

Almost certainly. Software firms are pretty bad at self-evaluation and they're profitable enough that Capitalism won't force them to do it either.

Right now the subscriptions are still in the range of reasonable business expenses, but pretty soon they'll have to jump and $200/month/seat subscriptions turning into $2000/month/seat subscriptions is going to get even very badly ran companies to re-evaluate.

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