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Would you still need more financing if you cut costs enough? Are you able to cut costs enough to become profitable, cashflow positive and still grow revenues?
It wasn't omitted. It was covered in the keynote. It's also on their website:
Let friends know how remote you go.
If you’re on an adventure without cell service,
you can now use Find My to share your location
via satellite so friends and family know where you are.
When they don't charge money for it and you're not using it (so no views for ads), they aren't getting paid and it's costing them storage money. How is it hard to see that they are giving it away for free?