logoalt Hacker News

ieekie • yesterday at 11:30 PM • 0 replies • view on HN

The mental gymanaatics here is crazy

1) customer concentration risk 2) when those customers use a diverse set of models - so too will the rest - they’re not idiots who want to pay more than they should

Aka % growth rate decreasing sharply and eventually flattening out. Within 2-3 quarters.

Understood?