You’re arguing against a point I’m not making. I’m not saying R&D isn’t necessary or that it “doesn’t exist”, I’m saying that operationally, the service itself runs at a profit before accounting for R&D. That matters because it means they have a viable revenue engine that could, in theory, fund a sustainable R&D budget if they adjusted spend.

That’s a very different conversation than “pretend R&D doesn’t matter.” No one is suggesting they stop building; the question is whether they can align the burn rate with the revenue base over time. Companies make those tradeoffs constantly when maturing from heavy investment to profitability.

And yes, you are being emotional, not because I disagree with you, but because your language is inflammatory and brutish. It’s hard to have a constructive discussion when every response is dialed to 11. Misframing the premise as “ignoring a huge cost” isn’t debate, it’s a straw man, and it sidesteps the real question of whether the underlying business model works once R&D is right-sized.

Would love to have a real critical discussion on why you disagree but please leave the bad language out of it. It’s boring and I know it’s your typical route in these types of discussions but at least have a valid retort.