Actually, I hope you're right. Back in ancient times when Oracle was doubling every year, they had never raised positive cash in their entire history and they were only nominally profitable because they were spending all of their money on growing market and building market share. In those days, Oracle had made more people into millionaires than any company in history (or so they told us; I wasn't one of them but it seemed like a great idea at the time).
Similarly, with huge opportunities and an unlimited supply of customers, the goal should to be to scale this thing up as fast as possible to achieve maximum shareholder return. It's the way life is when you're riding the rocket: present profits are traded for future gains.