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Hannah Petrovic

Feb 13, 2026

6:33
Hannah, why don't you just, I know that you dug into this in such detail and I don't want to speak ahead of your expertise to Matt's question.
6:41
The methodology, how we actually got into it.
6:44
And a lot of it was based on numbers that we could find in the past historically, and then trying to predict what would happen in the rest of 2025.
6:53
So for example, the sales and marketing, we had some data that 2024 was 1 billion in sales and marketing.
7:00
And then in H1 of 2025, that was 2 billion, for example.
7:07
So we can build a picture using constraints in this way.
7:10
And from that, you can try and understand the costs of the company as a whole.

11 MINS LATER

18:29
If you think that the software part is rapidly depreciating, you might want to get in on this part of building and serving infrastructure at a scale.

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