Eran Zinman

But if we can flip the equation and scale businesses not on headcount going forward, every CEO will be gladly increasing the expense on software because it's going to be marginal compared to the headcount growth that you plan for your business going forward.

But if we can flip the equation and scale businesses not on headcount going forward, every CEO will be gladly increasing the expense on software because it's going to be marginal compared to the headcount growth that you plan for your business going forward.

And I think this will play out more and more into the future.

And I think this will play out more and more into the future.

As AI become more dominant, companies will spend much more on software and much less on headcount going forward because they'll just become more efficient.

As AI become more dominant, companies will spend much more on software and much less on headcount going forward because they'll just become more efficient.

Yeah.

Yeah.

No, I agree.

No, I agree.

And I think we need to differentiate between the transition and where we're going.

And I think we need to differentiate between the transition and where we're going.

So for us, actually, we brought it down a little bit.

So for us, actually, we brought it down a little bit.

In the last call, we said it's going to be mid-teens.

In the last call, we said it's going to be mid-teens.

And I think there's also potential we might even take it lower.

And I think there's also potential we might even take it lower.

I don't know.

I don't know.