> where you make more than you spend on each user, and it gets better not worse as you get bigger, you may not look like some of hottest companies of today, but you’ll look a lot like Google and Facebook.
Wouldn't Facebook be an example of a company with bad unit economics?
Like any hydro-generation plant, you want to capture a monopoly from this recurring source of income so you can dictate premium prices from your customers.
Indeed, the reason why Google & Facebook are profitable is because they're a very effective way of cutting CAC for other businesses. Their revenue is another businesses's marketing spending, and yet they're still better than the alternatives for driving customer conversions.
Revenue is certainly increasing rapidly in recent years: http://www.iab.net/about_the_iab/recent_press_releases/press.... Maybe there is no ceiling in sight.