Zach Lloyd

Let's just say that for a second.

And so I don't know if I'm going to get in trouble with investors or whatever for being so candid.

No, but let's say they get a lot of it.

And so what we're doing, again, because it's growing so fast, which I think is good, I think it makes sense to be like, how do we make the usage of these models more efficient?

How do we change our pricing so that it's more aligned with customer value?

So we make more money as users use Warp more, not less money as users use Warp more.

It's a big focus for us right now.

The trick is like, can we do it without harming growth?

You know, that's like where this question of like maybe the smarter thing for us to do is to like just take it to a certain point, keep growing, raise more capital.

What does Andrew say?

Andrew says we are in an awesome spot and should like get the margins a little bit better and then raise more capital.

basically that's such a VC thing is but hey keep growth high but get better margins and then basically Andrew's not in there being like well what we could change the number of requests we offer on this plan by why it's he's like you know he's like we're doing awesome we have a thing people love don't fuck that up first of all like don't fuck that up make the product even more compelling

Because I will say, we're not competing on price.

So here's where I would be worried about margins if I were in this space.

If we were reselling Claude for $0.75 on the dollar or whatever, it's like, what's the point of being in that business?

We're not perceived as inexpensive.

We're like a premium product for people who are doing serious coding.

And it's still very expensive because we're somewhat inefficient in terms of how we do it.

If we were competing on price, I would say like, let's just find a different business.

Or you have to, you have got to be really strategic and find the right cohorts that are paying, that are like super profitable.