It's all about user growth. It doesn't matter how many users in total, just the percentage change from a year ago.
Throw stuff at the wall and see what sticks. As long as you are trying out new features there is reasonable chance of another user number growth phase.
User number must grow. As long as user number grows the investors won't ask about profitability of business model. The longer you can push the uncomfortable question of profitability in the future the better.