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they're driving a billion dollars of run rate spend right now and it looks to me like they're growing at 50 plus% on a billion dollar run
Uber I would argue is enabled by mobile. That's not a that that is not possible without the iPhone right or Android
Just like Uber, you had all these state and local regulations that governed how you could sell real estate in these things and the all the agents had their unions and they fought it tooth and nail
Uber is certainly disruptive, but it's disrupting by being better.
he's an empire builder.
they're driving a billion dollars of run rate spend right now and it looks to me like they're growing at 50 plus% on a billion dollar run
that company's on Fuego.
I thought it was awesome. I thought it was absolutely awesome. $21 million a week.
I think I spent $1,000 on Uber last month myself.
I was really skeptical of it.
he was a pioneer in hardware. He had he he had, you know, he had to completely reinvent the business. His he had complete investor abandonment at the worst possible time. And you look at what he's built today and it's incredible. I mean, it's an icon it's I would say both the Jambox and the Upper iconic products.
he's got you know BBC and Al Jazer and you know Yeah. There are people spending serious money for this. Hundreds of thousands of dollars a year on on the product.
he had done pretty much exactly what he said he was going to do. That's that's great. So as an investor that's what you're you're making a guess about the future. So someone who puts an anchor and says, 'Here's what I'm going to do over the next year.' If they actually go do it, I'm much more likely to believe the next two years.
Box is doing great. I mean, they're just, you know, they've been growing at 100% year-over-year. Um, you know, plus growing 100% at nine-digit revenue scale. Wow. Is something that we don't see all very often. And, you know, they have 97 or 98% of the Fortune 500 is paying customers.
I actually think they're pretty different companies when you get down to it. You know, I think um the needs of the consumer space and the needs of business and enterprise are are pretty different. And I think um in particular the uh Dropbox is really based in the sync metaphor and I think sync is not really ideal from a business standpoint. So if you have a bunch of secret documents, you generally don't want to sync them to a thousand laptops, each of which can be stolen. Yeah. or intercepted ve
first of all, it's a great product. Like these guys, you know, it was three people. Um, they'd raised a couple hundred,000. They'd been at it. They had like, let's say like almost 20,000 of MR of monthly recurring revenue. Um, so they have people really using the product. I used the product. It was super simple to use.