Rory Driscoll

So some nice little doctor product.

So to get 3X from 12 billion, you probably have to do some significant time expansion.

It's credible they do it, but they got to do it.

The first line really resonates with me.

This is such an obviously good deal in such an obviously good market with a wildly quality founder who's had a win before.

He sold Kenshu to S&P, big brain, PhD, AI native from his first deal, which was a financial AI company.

This impeccable background here, great connections.

There's nothing not to like here.

And so you're right.

Let me give you a clue.

It's always a tricky question because if you played back, remember, they had a round at three and I think a round at six.

So this is the fourth time in.

And every one of those rounds, you'd have said, maybe this is the one that's going too far.

But when you step back, they 10x'd revenue this year and they 10x'd their valuation plus or minus.

So the revenue multiple is the same.

That's the market we're in now.

And at some point, someone's going to be left with tide.

You're right, Jason.

You're running the Brex risk, which is the tide goes out.

It's still an amazing company.