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by Mizza
287 days ago
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Even at $10k/yr/employee, you'd need 30 million people on the 10k/yr plan to hit 300B ARR. I think that's a hell of a big swing. 3 million, recoup over ten years? Maybe, but I still don't think so. And then competition between 4 or 5 vendors, larger customers figuring out it's cheaper to train their own models for one thing that gives them 90% of the productivity gains, etc. But rather than speculating, I'm generally curious what the companies are saying to their investors about the matter. |
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