Sure but it’s reasonable to say it’s too early.

My company is one example of a paying customer. Someone is earning a significant amount of recurring revenue from us as a customer. This is something new this year

Those providing companies had better be looking at the usual

• new customer rates
• income growth
• investment
• forecasts of profitability

While we have no information as to whether they are properly looking at it from a business perspective, it’s reasonable.

Presumably the forecasts are insane, as the only way to make sense of that. But time is the solution. Business people are looking at the numbers going up over time: that reality will fix insane forecasts. The bubble will burst when the business people get hit in the face with that reality.