I agree with Cutty. Without wanting to jump to conclusions, are you looking at Afterpay's survival with the view that they won't cut expenditures for advertising, geographical expansions and take other cost cutting measures (reduced bonuses and an obvious reduction in travel expenditure etc)?
I'd appreciate if you could provide some further detail on your analysis and an estimate of when in your view and with your analysis Afterpay would run out of money.
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