Zach Lloyd

Yes.

They don't tell you.

Do margins matter?

I think like, yes, definitely.

If only because let's say your users cost you money.

It just gets super duper expensive the faster you grow.

And that's like, so you can't have that.

Are you positive margins?

Not right now, but not like we're working on it.

It's really, really costly.

I mean, so to talk about like the pricing stuff, here's the fundamental problem with pricing these AI products is like consumers expect, like if you're going for the prosumers, let's say for a second, not the enterprise.

Because enterprise, we're margin positive.

But on the consumer segments, it's like, it's very, very hard.

They expect something that looks like SaaS pricing.

So they expect like, you know, 20 bucks a month, 50 bucks a month.

50 bucks a month is a lot.

You get more than that starts to get into like their comparing to like their gym membership or something, right?

The more they use it, the more it costs you.

So the better your product market fit in a sense of like the product is getting better, the like worse your business is from like that perspective.

And to some extent, I think it's actually fine to subsidize.