They do mention concrete numbers.. doubled users to 10m in one year.
The valuation is still high for where the company is now. I personally think churn is going to be a huge issue for them and there is a huge uncertainty if they would be able to counter it, but I think it is unfair of you not to highlight that they do mention concrete numbers and show solid user tractions, which certainly counters your assertions that "nothing changed" in the last few years.
The valuation is still high for where the company is now. I personally think churn is going to be a huge issue for them and there is a huge uncertainty if they would be able to counter it, but I think it is unfair of you not to highlight that they do mention concrete numbers and show solid user tractions, which certainly counters your assertions that "nothing changed" in the last few years.