I view polkadot as a company, the customers are rollups. In the future, with JAM, smart contracts will also generate revenue, but for now lets focus solely on rollups.
At the moment coretime sales are ridiculously low for a 8 billion dollars company. Since inception there have been sold only 950 dot worth of core time. Compare that to Ethereum which generated 2.5b in fees in 2024.
I know that the majority of rollups(parachains) are still using auction, but I dont see how coretime price rise significantly enough even with these rollups.
I don’t know a b2b company, no matter how good the product is, that sells their product to business through marketing alone. Sale teams add an extra much needed push. If we believe that our tech is much better than the competition, then we need to push that hard into existing rollups in other echosystems.
This is a race, there’s a bloodbath going on, there’s plenty of competition, and polkadot needs to start shoving itself aggressively to potential customers.
I don’t think JAM is some hidden gem (no pun intended) that would flip the story on its face, it will open more usecases sure, but the core problem will stay, we need to get MUCH more aggressive and be proactive with sales.