If the devs have a handle on the economics, they need to communicate that. I would argue that their areas of focus clearly indicate that they do not have a handle. This is okay if they're willing to change but fatal if they don't shift focus.

This is why I'm pushing everyone to ask good questions during the AMAs. Either we'll get great answers (if they do have a handle on it), great discussions (if they're willing to listen), or great sorrow (as we see the oncoming train).