The difference between investors/users and new-investors/paying-users is so large and wide that I could both walk AND roll around on it.

the investors want their money to make more money

they raised a ton of money but they spend it almost as fast as they can raise it. in any case they need real revenue if they want to ipo

They are simply spending more money than they are making, burning cash like crazy and they got investments to try and prop up their chest, but this tells me they are desperate