BTW, I'm not sure if you would have expected them to get to $100m in ARR either when you passed on them because you were skeptical of the market. There's a lot

BTW, I'm not sure if you would have expected them to get to $100m in ARR either when you passed on them because you were skeptical of the market. There's a lot between $1m to $100m ARR that can go wrong. In this case, I don't think it was the market opportunity.