Obviously all the above is kinda ridiculous, because if any company could be able to guarantee any profit by mining they would just mine themselves. Mining with completely specific hardware and not with commodity electronics is leading us to super-professionalized mining scene, where amateurs will be totally cut out. This process is going much faster than some want to believe.
I thought the same before, but then some guys brought up the notion that any large scale commercial operation in this sector has higher operating costs than an individual in the long turn. The hashrate is linear.
"Some guy" was dead wrong.
Large operations have substantially lower initial costs -- from gear quantity discounts to industrial electrical rates.
These savings could be further augmented with curiosities like mining bonds, mining futures & other amusing financial instruments designed to part idiots & their coin.
Get ready, wear makeup.
Edit: please understand that KNC is not the only company dumping hashrate onto the network. The difficulty has been climbing quite nicely without a single KNC product hashing. BFL seems to be churning, ASICminer & Avalon are still with us, and we have no idea how much Bitfury will put out, other than
GHash.IO Pool Speed:5m: 217.44 Th/s15m: 214.38 Th/s1h: 214.62 Th/s1d: 204.93 Th/s. And then there's the rest of the latecomers.