The Bottoms Up Companies Are About to Feel the Top Down Hammer

I think we are gonna see a lot of pulling of cost and it really all boils down to it, at the end of the day, who's delivering value? I'd love to hear whether that is what you're seeing as well. My understanding of how this unfolded is that if you go back to 2013, 2014, when you have the companies which are now significant public incumbents like Snowflake and Datadog, those companies have very hard time getting their series and series being done. It was such a surprise that these companies were going to become such good businesses to so many.