Alex Bean
๐ค SpeakerAppearances Over Time
Podcast Appearances
So I think I would say.
Do you think they're doing more revenue than you or they're just good at driving evaluation?
I don't know their revenue for sure, but I'm fairly confident.
I do know that.
I think the gaps are smaller than people think.
I think they're very good at driving valuation, but they're bigger.
I think that it is very fair to say.
I can't speak to their numbers and stuff.
Look, my thing is Brex drove innovation on the credit side, and they deserve a lot of credit for it.
We drove innovation on the software side, and we deserve a lot of credit for it.
My point is you're going to see the market, whether it's the big companies like Chase, Wells Fargo, Amex, et cetera, or other startups copying suit.
Budget is one of those things that we've held to and we're super proud of.
And it's super powerful for our customers.
And I think you will see that be emulated in some form over the next couple of years.
Yeah.
So again, not going to disclose specific numbers.
Here's the thing though, with Divi, because it's like, hey, someone will get it in and they'll start using us for the card software.
But then they start using us for the AP management or then they start, you know, at some point they're going to start using us for the loan management.
So we actually feel like there's another five things we can add in that stack and five just being a, you know, kind of a figure.
That's all mainly free though, right?