Speaker unverified: belief

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…And to recap, when you first came on the pod, it was like, auto-completion is free. And Copalo was 10𝑎𝑚𝑜𝑛𝑡ℎ.𝐴𝑛𝑑𝑦𝑜𝑢𝑠𝑎𝑖𝑑,𝑙𝑜𝑜𝑘,𝑤ℎ𝑎𝑡𝑤𝑒𝑐𝑎𝑟𝑒𝑎𝑏𝑜𝑢𝑡𝑖𝑠𝑏𝑢𝑖𝑙𝑑𝑖𝑛𝑔𝑡ℎ𝑖𝑛𝑔𝑠𝑜𝑛𝑡𝑜𝑝𝑜𝑓𝑐𝑜𝑑𝑒𝑐𝑜𝑚𝑝𝑙𝑒𝑡𝑖𝑜𝑛.𝐻𝑜𝑤𝑑𝑖𝑑𝑦𝑜𝑢𝑑𝑒𝑐𝑖𝑑𝑒𝑡𝑜,𝑙𝑖𝑘𝑒,𝑗𝑢𝑠𝑡𝑛𝑜𝑡𝑓𝑜𝑐𝑢𝑠𝑜𝑛,𝑙𝑖𝑘𝑒,𝑠ℎ𝑜𝑟𝑡−𝑡𝑒𝑟𝑚,𝑘𝑖𝑛𝑑𝑜𝑓,𝑙𝑖𝑘𝑒,𝑔𝑟𝑜𝑤𝑡ℎ𝑚𝑜𝑛𝑒𝑡𝑖𝑧𝑎𝑡𝑖𝑜𝑛𝑜𝑓,𝑙𝑖𝑘𝑒,𝑡ℎ𝑒𝑖𝑛𝑑𝑖𝑣𝑖𝑑𝑢𝑎𝑙𝑑𝑒𝑣𝑒𝑙𝑜𝑝𝑒𝑟𝑎𝑛𝑑,𝑙𝑖𝑘𝑒,𝑏𝑢𝑖𝑙𝑑𝑠𝑜𝑚𝑒𝑜𝑓𝑡ℎ𝑖𝑠?𝐵𝑒𝑐𝑎𝑢𝑠𝑒𝑡ℎ𝑒𝑎𝑙𝑡𝑒𝑟𝑛𝑎𝑡𝑖𝑣𝑒𝑤𝑜𝑢𝑙𝑑ℎ𝑎𝑣𝑒𝑏𝑒𝑒𝑛,ℎ𝑒𝑦,𝑎𝑙𝑙𝑡ℎ𝑒𝑠𝑒𝑝𝑒𝑜𝑝𝑙𝑒𝑎𝑟𝑒𝑢𝑠𝑖𝑛𝑔𝑖𝑡,𝑠𝑜𝑤𝑒′𝑟𝑒𝑔𝑜𝑖𝑛𝑔𝑡𝑜𝑚𝑎𝑘𝑒𝑡ℎ𝑖𝑠𝑜𝑡ℎ𝑒𝑟,𝑙𝑖𝑘𝑒,10amonth.Andyousaid,look,whatwecareaboutisbuildingthingsontopofcodecompletion.Howdidyoudecideto,like,justnotfocuson,like,short−term,kindof,like,growthmonetizationof,like,theindividualdeveloperand,like,buildsomeofthis?Becausethealternativewouldhavebeen,hey,allthesepeopleareusingit,sowe′regoingtomakethisother,like,5 a month plan, monetize. I think this might be a little bit of, like, a little bit of, like, commercial instinct that the company has and unclear if the commercial instinct is right. I think that right now, optimizing for making money off of individual developers is probably the wrong, actually, strategy. Largely because I think individual developers can switch off of products, like, very quickly. And unless we have, like, a very large lead trying to optimize for making a lot of profit off of individual developers, it's probably something that someone else could just vaporize very quickly and then they move to another product. And I'm going to say this very honestly, right? Like, when you use a product like Codeium on the individual side, there's not much that prevents you to switch onto another product. I think that will change with time as the products get better and better and deeper and deeper. I constantly say this, like, there's a book in business called, like, Seven Powers, and I think one of the powers that a business like ours need to have is, like, real switching costs. But, like, you first need something in the product that makes people switch on and stay on before you think about how do you make people switch off. And I think for us, we believe that there's probably much more differentiation we can derive in the enterprise by working with these large companies in a way that is, like, that is interesting and scalable for them. Like, I'll be maybe more concrete here. Individual developers are much more sort of tuned towards small price changes. They care a lot more, right? Like, if our product is 10,10,20 a month instead of 50𝑜𝑟50or100 a month, that matters to them a lot. And for a large company where they're already spending billions of dollars on software, this is much less important. So you can actually solve maybe deeper problems for them and you can actually kind of provide more differentiation on that angle. Whereas, if you're a large company I think individual developers could be churning as long as we don't have the best product. So focus on being the best product, not trying to, like, take price and make a lot of money off of people. And I don't think we will, for the foreseeable future, try to be a company that tries to make a lot of money off individual developers. I mean, that makes sense. So why $10 a month for Windsurf?…

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