[neom]

I think it's probably smarter to go into the market and find your margin like cloudflare etc, vs come into the market with it, as you mentioned, it could turn into a disaster quickly. If it was me I'd want to feel extremely confident in the stability of that baseline, and looking at the S1, it's not really established as such yet. I've never taken a company public so I have no clue what I'm talking about, but from the outside, if they overspent internally per a plan Q1 and 2 into the market, that then flip the script and found that margin in the market, I feel like them market would respond more favourably than going in and losing it if things go wrong, given how thin it is.