Neither company is remotely close to making a profit yet. To the extent people at those companies make money, it is unrealized capital appreciation driven by successively higher valuations during successive funding rounds.

In short, financially they are still running on hype. Quite a lot of operations are being paid out of capital, not revenues. So they have to keep selling a dream to keep raising capital. Next stop: IPO.

How do you think they convince people, esp. CEOs to buy access to their models?