@heysamir_@nachunja Agree on the “elite” pt. Same applies to exec(s) posting “back on offense” repeatedly - market doesn’t believe plus views it negatively because it’s a recurring admission of slacking off for a while, and you don’t keep repeating that every q if it was so obviously true
@nachunja imo selling enterprise sw stack (slack, payroll, building tools etc etc) seems to be the only revenue path, and would hence make this sustainable. iirc Square helps businesses run better :)
GP growth & margin expansion is great. but overall revenue growth is quite weak (minus btc buy/sell) for a company offensive on growth, which imo is why the market isn't very bullish on xyz. what kind of revenue growth do you plan for in the near, medium, & long term? what's the path to get there?
@e_cdalton host defense by stamets is supposedly the best in the market.
he's spoken about it in the context of his mum's cancer iirc. i hope everything's alright w/ you & your loved ones
@owenbjennings do you envision packaging this as a service to businesses through say square? useful for smbs but esp useful for enterprise as square continues to move upmarket