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Thanks. What happened to Box? Do you know why did Box incremental revenue slowed down? Were competitive landscape quite different a few years ago than now? Thanks

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Kudos on great content! Enjoyed your post on AYX. You have a view on ESTC and their change in licence policy and deflationary nature of searchable snapshots? Seems like possibly some similarities with AYX, but my bias is that ESTC product is more differentiates than ayx

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