“there is an obvious thing, we're growing -- we believe and the numbers show we're disrupting in the U.S. We're going to invest heavily in places we're growing 10%, we're going to reduce costs, there's no mystery here.”

In context

“k because you have a semantic layer. And that's all garbley-gook to people, except for it will not be garbley-gook to everybody who wants to use this technology in a productive way. And we just -- we spent 20 years building these things and we're going to litigate that on the front and figure out how we get paid later. Dave Glazer: And on GAAP profitability, we're going to get there with the U.S. business. And when you look to U.S. commercial, that will help push us there. And then when you look at sort of what we've been doing on the cost side, G&A efficiency, the cloud cost we keep talking about because it really is making a difference in our business. And then we're going to be prudent with our headcount in certain places and in other places, we're going to really... Alex Karp: I mean, there is an obvious thing, we're growing -- we believe and the numbers show we're disrupting in the U.S. We're going to invest heavily in places we're growing 10%, we're going to reduce costs, there's no mystery here. Ana Soro: Thanks. Alex, as always, we have a lot of individual investors on the line. Is there anything you'd like to say before we end the call? Alex Karp: You are my favorite investors, I say it every call. A lot of the decisions we make are made because we are in full alignment with you. There is a tenancy among leads to overlook your knowledge. My experience is the people that pay attention to the product, the powder products used and are more accurate in the strengths and weaknesses of PG, Foundry semantic layer and now AI are very often people investing their own money. And now as we go become profitable in the next few quarters, I expect that we will become part of the S&P and we'll have many more institutional investors, but I will not start valuing you, and I appreciate your supp”