[evrydayhustling]

This goes against my intuition in several ways, so I'm curious if there are examples to discuss.

- Scaled deployments have Segment connecting many systems run by many teams, so the cost of coordinating a replacement can go up just as fast as Segment's.

- High growth companies have fires everywhere, including other infrastructure, so it's not obvious that Segment makes it to the top of the list.

- I expect the bulk of Segment revenue is not from companies with "high growth" by HN standards but scaled enterprises with high complexity and lower growth. These can dominate net rev retention even if there are smaller companies growing faster.

Again, no data to support the above, just a different narrative. Anyone have facts?