Earlier quoted context omitted.
Can you give few examples "baker" products which have scaled to really large scale? I always see it as everybody starts as a baker but over time it becomes a sliding scale.
Apple hardware/software, Microsoft Windows, Intel hardware, Netflix (buffet TV shows), Amazon web store (logistics), Etsy store, Steam / GOG Games - all of these (except Netflix) are selling* either hardware or software, to you, once. Netflix is a subscription to access and stream a lot of shows, but it is "fee for subscription service", not all that different from an alarm company subscription, OnStar, or a subscrip…
Short version: Subscription retention and time spent correlate, so they still have the "crack dealer" model incentives.