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impossibleforktoday at 7:58 PM1 replyview on HN

Yeah, I think a crisis in unavoidable.

Great technology, but $20-$200 a month technology, with a lot of people going for free options. Like the telecom industry. Average is probably going to be like a phone bill. Basically: you can become Verizon or AT&T or T-Mobile. $450 billion a year in revenue. A superb business, but merely a superb business.


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rxyztoday at 8:33 PM

Their valuations arent based on the 20-200 subs but enterprise customers

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