It's called "spin" in a press release/marketing, but we on the outside call it a lie, yes.

It wouldn't shock me to learn all of the events that took place were to get worldwide attention, and strengthen their financial footprint. I'd imagine not being able to be fired, and having the entire company ready to quit to follow you, sends a pretty clear signal to all VC that hitching your cart to any other AI wagon is suicide, because the bulletproof ceo has literally the people at the cutting edge of the entire market ready to go wherever he does. How could anyone give funding to a company besides his at this point? Might as well catch it on fire if you're going to give it to someone else's company.

It might be that there was no net outflow of customers. I am sure customers quit all the time, and others sign up. It probably means that they either didn't see a statistical relevant increase in churn, or that the amount of excess quits was compensated by excess new customers.

He's probably somewhat deceptively only referring to enterprise license customers. When there's an enterprise offering, many times the individual personal use licenses are just seen as gravy on top of the potatoes. Not like good gravy though, like the premade jars of gravy you can buy at the grocery store and just heat up.

Yea, he's saying the quiet part out loud.

You users aren't the customer you think you are.

Microsoft and big contracts are the customers.