The funny thing about working for a company like this is that you're still placing a bet on it. If you're selling pickaxes, you're fine ... but New Relic is sel

The funny thing about working for a company like this is that you're still placing a bet on it. If you're selling pickaxes, you're fine ... but New Relic is selling a subscription to pickaxes, which will dry up and go away if the gold rush disappears. So, yeah, pickaxes are great. "Netflix for pickaxes" is more strongly tied to the market's long-term future.