The question is not who or if to fund, but how much. My question has to do with the sheer quantities of investment in Github and the obvious inefficiency and excess in that capital. They could have funded Github half as much, perhaps even less with an equal result in a "land grab" if that's what they really want. So I sense here something else is at play. There must be some investment metrics around invested capital and the sheer quantities of which that have something to do with valuations and expectations and nothing to do with how much capital the company really needs. Imagine you only need $20m and someone gives you $100m because the VCs say because the VCs say that's how much capital they need to deploy. What do you do with that "Extra" $80m? You waste it, that's what. Seems very inefficient, so there must be some other ends here.