High demand is great, but it doesn't say anything about your margins. If anything, it is probably a weak negative signal that they are pausing signups but not raising prices. In most markets, the answer to excess demand is to raise prices. If you can't meet demand and you can't raise prices, you're a sitting duck waiting to get your lunch eaten by somebody who can absorb that demand. And this is not the kind of market where people will just wait patiently for a differentiated product to be come available.