[gexla]

I imagine at least part of the reason this doesn't make sense to you is because you're not a decision maker working at that scale. It made sense to someone at a high level. The calculations that person is doing is likely different than yours.

This is also why it's difficult to make money selling to consumers. They run different calculations than enterprise buyers.

[gmm1990]

There’s quite a few historical cases of mergers acquisitions being poorly valued aol time warner for example. So maybe v the calculus is different from the execs perspective but it’s not necessarily any better.