Harry Stebbings

Jason, you're the man for this.

The man who's used more replate instances than anyone else.

Is Superbase at $10 billion a good buy?

Champs, there are many other topics that we can discuss.

I often get chastised for my selection.

So I'm going to

I'm too tired to decide.

Okay.

I think we will have to at some point address McCaw.

I think someone in a comment put like, oh, Harry, you often shill them and so you can't not talk about them when there's trouble.

I don't like to do that.

So for context, McCaw, obviously a data provider to some of the largest companies in the world, most notably Meta, who they have since reportedly lost part or all of them being a customer of their data.

It was also unfortunately at the same time that Forbes released their billionaires list of young billionaires where the founders of McCall are on that list.

Very unfortunate timing there for them.

Jason, I'm sure you've got an opinion on this in terms of the McCall hack and then losing Facebook as a customer.

I can tell you the number one criticism of the space is that all the largest customers are customers of all of them.

And so they are generally heavily fungible.

It was an organization, I think they're called Latipus, which basically hold it for ransom and you have to pay for it back.

It's a commercial activity.

Who are very successful.