Don’t disagree it’s what investors want. Point is just that we’re approaching a point from an economics standpoint where the credibility of the “it’s ok because we’re investing in R&D” argument is rapidly wearing thin.
WeWork’s investors didn’t want them to focus on business fundamentals either and kept pumping money elsewhere. That didn’t turn out so well.
If they weren’t losing money, they wouldn’t be spending enough on R&D. This isn’t some gotcha. It’s what the investors want right now.