Well said. Investing in customers is the opposite of wash trading: the goal is to create value. And it’s probably better to look at it like a VC fund: the expe

Well said. Investing in customers is the opposite of wash trading: the goal is to create value. And it’s probably better to look at it like a VC fund: the expectation is that most customers will fail, but if the next Adobe or Facebook or whatever comes out of the exercise and is heavily technically dependent on your cloud / AI infra, that covers a lot of lost investments.