Excellent deck. Brevity is definitely key. However, the first thing that came to my mind after finishing the post was: what about competitors? You seem to menti

Excellent deck. Brevity is definitely key. However, the first thing that came to my mind after finishing the post was: what about competitors? You seem to mention server utilization in reference to a competitor at the bottom right of slide #1, but nowhere else do I see any mention of competition. If I were considering investing, I'd want this information up front, and might even think something was amiss without it. Has this not been the case in your experience?