Harry Stebbings

I know that seems strange, but like, you know, I'm in a lot of companies and I get top line revenue.

You know what I never fucking get?

Never get margin.

That's amazing.

How does it matter?

Margin?

It's like, Harry, why are you being so negative?

I'm like, oh, I'm sorry.

I'm so anti-founder friendly.

Does margin matter in this cycle?

Doesn't it just go in the marketing budget?

I completely agree with you.

The economics are shit when you have the massive funnel and you are doing PLG and converting a very small number.

But do you not put that in the marketing budget and just subsidize?

My honest, again, this is a very, I'm loving this show because it's so natural, but I'm also, I'm candid here.

I, my worry or the risks that I'm underwriting here is you really have to believe that the standalone businesses that we built outside of the core model providers.

And I think code X and core code are going to be incredibly difficult competition.

with immense, immense budgets, that would worry me.

And so my question to you is not like, oh, is it like super shitty quality customers?

I think if you're using Warp, you're probably a pretty high quality dev.