[JeremyNT]

Their valuation is dumb no matter what but you've got to think it's based off of the potential for B2B / gov revenue, not monetizing the consumer facing stuff directly.

Which is to say I feel like they're going to use ads on the consumer stuff just to stop bleeding out VC money as quickly, but nobody's deluded enough to think this is going to bring them much closer to profitability overall.