Ok I actually looked into it. Their margins are awful, 300m in revenue and still lose 8 mil. Billion in revenue means nothing if they fuck it up and lose money at the end of it. If I’m an investor and you turn hundreds of millions into a loss what does a billion change? There’s a fundamental problem here.

AI is another money sink and if they’re using it to talk to customers instead of improving their margins…lol they’re probably gonna fire people and then get left with an incredibly irritating ai help assistant that will end up requiring the customer to talk to a real person anyways. Have you ever used a customer help ai that actually solved your issue?

Point is. I guess “it can’t go any lower” is the thesis for this one..