Ben Horowitz

So it's not that hard to build all those global supply chain relationships.

And then you can't sell to any significant company that travels worldwide if you don't have all of them because like I need to be able to travel everywhere.

Then you've got to integrate with whatever they're doing for their credit, other systems in their company.

Then the channel to sell it,

you're actually selling to somebody called the travel manager, which, by the way, like, Anthropic is, like, the chance that Anthropic would build a channel to sell to the travel manager, like, there's gold bricks everywhere.

They're not going to pick up a silver brick.

Like, they're just not going to do it.

Like, I can tell you, Ange can tell you, like, that's the last fucking thing on their mind.

In fact, they've got an open rec now to hire a travel manager at Anthropic to manage the Navon relationship.

Nonetheless, Navon lost two-thirds of its value in the SaaSpocalypse, and it's, you know, accelerated revenue since then.

It's, you know, I think, I mean, it's, I got to be careful because it's a public company and so forth.

But, like, I think they'll be fine for a very long time.

So, you know, it's just one of those things where, and there's a saying on Wall Street, when the paddy wagon backs up to the house of ill repute,

which is, by the way, for those of you too young to know what that is, that's a whorehouse.

Everybody goes to jail, you know, not just the people who are committing crimes.

And so in the saspocalypse, everybody's in jail, whether or not they should be in jail.

So, like, just be aware of that.

Time.

So I think what's happened, so if you look at the Navant stock, it was at like $25.

It went to $8.