Alex Zukin

“I guess maybe, CJ, if I look at the business, right, on the first half, clearly Atlas is accelerating. Subscription revenue growth is accelerating. But it felt like QQ, maybe it was a slight decel on Atlas.”

“Probably another AI question here, but just it's great to hear about the agents and the data cloud opportunities that you're getting in front of customers, but maybe just help crystallize as how you're monetizing and maybe any specifics around, like, how many flex credits does an onboarding or procurement agent…”

“But maybe can you guys talk about, was there anything that pushed any deals? I think the pipeline commentary is fantastic. But anything about linearity in the quarter relative to previous periods?”

“I have two questions, but I'm going to combine them into one. Your pricing is token-based, assist-based, and competitors like Salesforce offer outcome-based. It could introduce pricing pressure.”

“Maybe just at the risk of redundancy or simplification, Just why now to accelerate the freemium now motion? I think before we were thinking that the previous messaging was that it could actually positively impact second half ARR, the freemium motion.”