Good technology is a terrible company to inject into this conversation. They've been around for a decade or more and were always an also ran in their space. The

Good technology is a terrible company to inject into this conversation. They've been around for a decade or more and were always an also ran in their space. They hardly match the desired narrative that the NYTimes, or anyone else wants to use, of a 3 - 5 year rocketship/unicorn who is suddenly engulfed in flames. When I first saw that article a couple of weeks back I was like "What? That company was still even around?" And why would the author assume, based on one quarter worth of data, that any sort of landing of any kind has occurred? Surely you'd want to let the change of direction play out a little longer before making any type of claims about whether there's a meaningful change and at what speed it's happening.