Are people really down-voting a comment made in good faith purely because they disagree with it, or is there somethingly fundamentally wrong with my statement which I'm just completely missing ?
I can't speak for others, but I downvoted because the time to figure out your business model is long before IPO. So a claim that an "attack" isn't valid because it ignores the possibility of radical business model changes isn't worth discussing.
From the beginning Groupon has been about Yield Management, most of the business who use Groupon are doing so because they've got excess capacity which they're not using rather than to grow their business.
Even Agrawal (who wrote this series of anti-groupon articles) refers to Groupon as a yield management play.
Extending this to be more dynamic isn't a radical shift, but rather an obvious one. And their partnership with Livenation to compete against ScoreBig is a clear sign they're moving in that direction.
Competitor LivingSocial has already launched a real-time yield management offering called LivingSocial Instant.
