> And they are not obsessed with it because they love you, it's because they love your repeat business. But that obsession means your happiness and their stock price are aligned, for now.

But they're not maximizing repeat customers, they're maximizing repeat customers multiplied by product fees. (roughly)

They would prefer 100M customers paying $4 a product over 250M customers paying $1 a product.

They keep driving up product fees more and more, reducing how happy the buying experience is.