Rory O'Driscoll
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Appearances Over Time
Podcast Appearances
Yeah, but again, I'm just going to say it here.
Yeah, but again, I'm just going to say it here.
Yes, you're true.
Yes, you're true.
But Salesforce, enterprise-heavy, R&D-heavy, no intelligence costs, right?
But Salesforce, enterprise-heavy, R&D-heavy, no intelligence costs, right?
Remember, they have 300 million...
Remember, they have 300 million...
of they just sell it of tokens, which let's just do it here.
of they just sell it of tokens, which let's just do it here.
We did the math.
We did the math.
That's roughly 10 or 15 grand per engineer.
That's roughly 10 or 15 grand per engineer.
And engineers are about only one fifth of what they have.
And engineers are about only one fifth of what they have.
So remember that 300,000 ARR, probably only 1% of that is tokens.
So remember that 300,000 ARR, probably only 1% of that is tokens.
Do you understand me Harry?
Do you understand me Harry?