Dan Novaes

So I think like for us, like,

So I think like for us, like,

we are getting approached uh a lot of like you know partnerships and inbound but we're also looking at you know what are other ways that we can grow our business and again going back to this that concept i mentioned to you like that's something that wasn't even my brain like a couple years ago which is like this idea of like you know i'm in the business of like the moment that that action occurs our revenue kind of ends right and uh and that's fine you know but um

we are getting approached uh a lot of like you know partnerships and inbound but we're also looking at you know what are other ways that we can grow our business and again going back to this that concept i mentioned to you like that's something that wasn't even my brain like a couple years ago which is like this idea of like you know i'm in the business of like the moment that that action occurs our revenue kind of ends right and uh and that's fine you know but um

we are getting approached uh a lot of like you know partnerships and inbound but we're also looking at you know what are other ways that we can grow our business and again going back to this that concept i mentioned to you like that's something that wasn't even my brain like a couple years ago which is like this idea of like you know i'm in the business of like the moment that that action occurs our revenue kind of ends right and uh and that's fine you know but um

If you could capture the lifetime value of someone through a product that you build that people like, so that could be a game, that could be a utility app, whatever.

If you could capture the lifetime value of someone through a product that you build that people like, so that could be a game, that could be a utility app, whatever.

If you could capture the lifetime value of someone through a product that you build that people like, so that could be a game, that could be a utility app, whatever.

and that business in itself already has good cash flow, then you're basically creating like this insane kind of roll-up strategy and you're kind of sending your consumers into a new product, you're getting those consumers and you're creating a really strong network effect. And I think that's what you saw with Facebook and acquiring Instagram or acquiring WhatsApp.

and that business in itself already has good cash flow, then you're basically creating like this insane kind of roll-up strategy and you're kind of sending your consumers into a new product, you're getting those consumers and you're creating a really strong network effect. And I think that's what you saw with Facebook and acquiring Instagram or acquiring WhatsApp.

and that business in itself already has good cash flow, then you're basically creating like this insane kind of roll-up strategy and you're kind of sending your consumers into a new product, you're getting those consumers and you're creating a really strong network effect. And I think that's what you saw with Facebook and acquiring Instagram or acquiring WhatsApp.

And not every acquisition needs to be a multi-billion dollar acquisition. What we've seen a lot of opportunity has been like, there's just these random teams, man. Like we bought this product earlier here in January, had 150 million installs, you know, about 2 million daily active users and, you know, like nine or so million monthlies.

And not every acquisition needs to be a multi-billion dollar acquisition. What we've seen a lot of opportunity has been like, there's just these random teams, man. Like we bought this product earlier here in January, had 150 million installs, you know, about 2 million daily active users and, you know, like nine or so million monthlies.

And not every acquisition needs to be a multi-billion dollar acquisition. What we've seen a lot of opportunity has been like, there's just these random teams, man. Like we bought this product earlier here in January, had 150 million installs, you know, about 2 million daily active users and, you know, like nine or so million monthlies.

And the app was like doing like $4 million, almost $4 million in EBITDA a year, right? Team of four, team of four people, right? And overseas, total cost, 15K a month. And I was just like,

And the app was like doing like $4 million, almost $4 million in EBITDA a year, right? Team of four, team of four people, right? And overseas, total cost, 15K a month. And I was just like,

And the app was like doing like $4 million, almost $4 million in EBITDA a year, right? Team of four, team of four people, right? And overseas, total cost, 15K a month. And I was just like,

as possible you know and then we vetted it like we went through the diligence vetted it we came up to a deal term it was under 3x even i like the purchase and uh you know there's these opportunities out there right you just got to find them and then now we're growing that product double its revenues you know we kind of took all of our insights and now we're creating that network effect and so it's basically kind of your users to that

as possible you know and then we vetted it like we went through the diligence vetted it we came up to a deal term it was under 3x even i like the purchase and uh you know there's these opportunities out there right you just got to find them and then now we're growing that product double its revenues you know we kind of took all of our insights and now we're creating that network effect and so it's basically kind of your users to that

as possible you know and then we vetted it like we went through the diligence vetted it we came up to a deal term it was under 3x even i like the purchase and uh you know there's these opportunities out there right you just got to find them and then now we're growing that product double its revenues you know we kind of took all of our insights and now we're creating that network effect and so it's basically kind of your users to that