Is the Astera growth story actually sustainable?

With all the hype around AI infrastructure and our recent positioning, I’m starting to wonder if we’re actually over-hiring. I see new faces every single week, and I honestly can’t tell what half of these people are contributing to the roadmap. Don't get me wrong, the technical work is solid, but the headcount growth feels like it’s detached from reality compared to the actual revenue numbers we’re seeing. I’m concerned that if the broader semi-conductor market takes a dive or if the hyperscalers pull back on spending, we’re going to be the first ones on the chopping block. Management loves to talk about long-term vision, but vision doesn't pay the bills if the valuation takes a hit and they need to make the balance sheet look 'leaner' for Wall Street. Are we just riding the bubble, or is there actual long-term stability here? Seems like everyone is just waiting for the other shoe to drop.