Same plan. A year late. Half the patience.
Box Agent ships, and it's good. The labs shipped first. The stock is down 55 percent from the peak.
The CFO: An activist filed a 13D at six this morning! We have one board meeting left!
The CFO: They'll ask why we burn two hundred million a year to become an AI company. What do I say?
OMNI: HOLD IT! Tell them it was a wonderful plan. Last year.
- A. Show them the cohort data. All of it. Agent customers expand 3x. Seat customers churn.
- B. Sell the agent to a lab. Keep the store. Take the win you can get.