Gaurav Dhillon

But the point is if you're in business for a couple of years, inevitably in it, there's turnover.

You know what?

we're getting so many people calling us on their new job and saying hey man come on in here how do we get this in here yeah you know that to me that combination of having a breakthrough product a transformational product at a time when cloud is just exploding all over is is the magic moment for us so really when it comes down to cac etc i'm willing to spend into that demand

But I am not willing to lean over skis to the point where we jeopardize and bet too much on the future.

No, I wouldn't say four months, but I would say we're willing to invest as long as our we're looking at incremental growth linked to that investment.

in a good way.

Four months might be too short.

That might be just the initial value.

But if I'm looking at, say, a large company, I don't know, pick somebody we don't have, which is getting harder.

I don't know.

Who should we pick on?

Hang on, running down my list.

Okay.

So what does Citibank have?

Well, they have 50,000 developers.

of which about 10,000 people or a couple thousand, maybe close to 10, do ETL jobs.

What's ETL stand for?

Extract, transform, load, which is sort of an integration for data, right?

You know, if you think about it, fully loaded, what is the cost of a human being in New York?

And then some of this stuff is offshore.