Comment by Frannky

People typically pay when they desire something they can't obtain without your involvement, right?

The core issue with these companies may be that they're disconnected from users' actual needs, driven only by investors' and speculators' forecasts of what might eventually monetize.

But if they had built something people pay for, they wouldn't need to follow hype cycles, right? So maybe the problem—more than short cycles—could be companies not building something people actually need.