What I think is really incredible about this is that they are selling a ton of subscriptions, both personal and business subscriptions. So the fact that they are doing advertising on top of this suggests to me that they are in a deep deep hole, much deeper than he probably would have imagined when making this statement. If your revenue is 25 billion and you still need ads, your costs must be running you down at a pace you really didn't anticipate.

> But if we can find something that doesn't do that, I'd prefer that.

There's nothing plausible that can do that, and he knew that, and was basically just saying "we're going to put ads on it" in a way that challenges you to explain what a better option would be.

Why on Earth would anyone take anything this man said to be informative about anything, other than what he thinks will currently sound best that minute to the current Zeitgeist that day?

Ah, gotcha. Wasn't sure if I was misremembering. I am no longer confused.

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.

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

Except this time, the bills are little bit higher!