The point is that they now have no clear path to be a real business. The growth figures you point to are irrelevant when you read the articles about how they are actually doing sales. Anyone can buy stuff and sell it for less than they bought it for and use VC money to make up the difference. People will buy as much as they can from such a sucker until the game runs out.<p>Their original business plan was crazy ambitious but if they pulled it off (i.e. Got enough subscribers to make a profit) it was theoretically possible. Now there&#x27;s no clear plan. They have to compete with Amazon, a company that barely makes any money on retail despite having like 40+ million people paying $100 a year to subscribe to the site.<p>They&#x27;re spending crazy sums of money blasting into a market where there is no &quot;money left on the table.&quot; Business 101 says that&#x27;s a suicide mission.