sure buddy
I said the same thing about $WIF and look at where we are today
Why $30BN for Cursor Is A Good Deal:
"The pro side is revenue and revenue growth rate.
If something's gone from $1-$100M in a year, and then $100M to $1BN this year, with Newton's laws of motion, it is going to $3BN-$4BN next year."
Suddenly you're in this thing at 10 times NTM revenues."
Legit question, when you do Cursor at $29BN, what do you underwrite to? @Mkclements @LucasSwisher1 @sarahdingwang @thulme
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