Absolutely. I think that’s the correct read. It just goes to show what a passionate customer base they built. Which is a testament to the team.
Discussion
Awesome product. Great team. Passionate, but small customer base.
Perhaps too focused on “western” adoption?
Cool product for their passionate customer base, but a “nice to have” vs a “need to have” when focus of primary base is on SOV vs MOE.
the influencer cartel was the major part of this.