19 karma · joined April 13, 2024
One stylistic quirk is its liberal use of `=` and `+` for things that aren't equivalence or summation, which keeps throwing me off.
Does she ever do a presentation of these, talking through / commentary on the slides? If a recording of that, I'd 100% clear half a day's worth of meetings to watch it.
On the right side, you have the minority of connoisseurs. And on the left, there is a minority who really don't care at all. And then the middle majority who can tell bad from good, but not good from great.
To be clear, I am not saying it's not valuable, only that to the vast majority, it's not.
But then I remembered that the price of coffee is probably just a small fraction of their running costs.
And also factor in (1) the claim that most cloud growth is ahead of us, eg. moving large customers from on-prem to cloud, and (2) it would be terrible policy to try to charge existing customers more than new customers.
This is... non-obvious to me. Anyone know what he means by this?