Love your metaphors 😅 I agree with you. Still relays won't necessarily be directly monetized. We'll see. We need to learn from high volume low margin industries like -I think- online travel agencies (kayak etc) where data is sort of open, volume high and competition fierce

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Yup, low margin stuff will exist It's just not where you start

Those commodity business models are built on top of the flights that all are monetized directly.

And like you say, they only work be sure of the volume, that exists because of the lower level business models.