Optimizing spend for a customer is also optimizing capacity, which is indeed finite. By optimizing spend with right-sizing and such, they lose a very small amou

Optimizing spend for a customer is also optimizing capacity, which is indeed finite. By optimizing spend with right-sizing and such, they lose a very small amount upfront, but can increase customer density, which is a much more sustainable data point for modeling capacity growth. More customers on the platform is more opportunity for larger growth at a sustainable pace that they can scale capacity for.