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But we're talking subscriptions so the drop-off is recurring. You will have customers who will burden the cost while they migrate and ditch you as soon as they're done.

If you start celebrating your new pricing structure with just a 90% customer loss in Y1, you're in for a nasty shock in Ys 2-5.

That's before you factor in the shift of mindshare to alternatives. Pointing this thing at ultra-large customers means everyone else is using and training on something else.



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