This is a general comment about software companies: If you look across the software industry, you see record levels of RPO - these are future revenues that are tied to a performance obligation before you can recognize it and before a customer has to pay you. The problem with https://t.co/L6QiC0mm1i
Original source ↗  |  January 29, 2026 at 16:19 UTC  |  Twitter - @chamath

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