The shitty thing is that if margins are high enough only a very small minority of owners need to subscribe in order for them to break even and then we get stuck with it for eternity like SiriusXM being implanted into practically everything.
And of course there’s no way to just ‘opt out’ of the hardware via trim levels. Shitty industry in general
They behave exactly like black mold. They start coalescing in some adjacent space and suddenly BOOM. Online storefront, starts hosting its own servers, that becomes part of the business. Starts building out warehouses, that becomes part of the business. IoT things that run on their servers, then cameras, gobbles up Blink. They even had a pilot project for restaurant delivery, we’ll probably see that again once they can tie it into their parcel delivery fleet