Bryan Cantrill
๐ค SpeakerAppearances Over Time
Podcast Appearances
You know, there's DDR four in that thing.
Just like I'm going to go strip the copper out of that.
And so it's not to say that you want to fulfill all of this with debt, but this is what it is built for, is being able to borrow money and borrow that money for the period of time between when you have to buy the materials and or pay your contract manufacturing partner for the inventory turn to when you are going to receive cash from the customer.
And that's how you get to like a zero cash conversion cycle and maybe even push into the negative.
But debt plays an important role in that.
And we really had not kind of productized any one of those three areas.
And so that was, while we were having conversations about whether we need to raise, which we didn't think we did, it made sense to go stress test that stuff first.
And the conclusion of all that was we definitively do not need to raise.
So the couple of things that we were chewing on, we were contemplating this, and, you know, one of them still, even if it's kind of a lower concern than it was in the B, is just make sure we can prepare for stormy weather.