It's addressed in the tweets, but there's also the question of how many existing customers are folding or going to fold before this all wraps up. If you have that plus unsticky new customers, you're looking at a potential loss. I have no idea what's realistic at this point, but I suppose neither do they. These are strange times.
Yeah, I like that he called out that no matter how smart or informed people are trying to sound at the moment, everyone - from the largest companies to governments to everyone else - is flying blind.