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I don’t doubt any of that. The amount seems crazy not because of the potential costs, or ability to invest in the product, but rather due to TAM.

But nobody would lead a round of that size without a decent monetization strategy. I suspect enterprise focus around security / IAM integrations (hence all the telemetry).

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I think putting real enterprise focus on the terminal is a good thing but I'm not sure that's the right place for IAM or other security integrations. The terminal is just the GUI rendering on top of the actual tool (bash/zsh etc.) The security probably needs to be at the door (ssh/https etc).

Cool.

Actually the telemetry has nothing to do with our monetization.

Enterprise is right. We are monetizing through team and enterprise features. We are planning to build among others:

- Sharing hard-to-remember workflows within your team

- Wikis and READMEs that run directly in the terminal

- Session sharing for joint debugging

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