Rory Driscoll

city and you're doing a job and you need to rent diggers, conveyors, whatever else other equipment you need, these are the guys to go to.

A great story, 10-year story, real critical mass, making money.

It's inherently a physical business with a digital overlay.

At the end of the day, there's nothing digital about a piece of construction equipment.

It's a large yellow or green painted thing that digs up dirt and moves it around.

So it's a grounded business, but they seem to have built, in large part, using digital technology to become more efficient.

They seem to build a pretty compelling business.

So it's probably good news for all the other $2 billion digital construction companies out there.

And fun to see it was a Y Combinator company from 2015.

I would love to go back and look at everyone's notes as they set through demo day 2015 and what they said about the equipment rental company from the heartland.

I still have a more than vestigial affection for this company.

It does kind of suck.

And, you know, some part of it may be temporary, but it does point to the low end of the market cap space is a perilous one because you fall a little below it and you do end up in that, you know, 1.2.

There are companies doing 5 million in ARR that are raising at 1.2 billion.

And here's poor Wealthsimple, hundreds of millions in revenue, billions on the management at the same space.

I think they will compound out.

I actually like the company and have a mental note here to go check on it and see the valuation and maybe buy some.

But Jason is right.

It's not going to be a liquidity event in the short term because there's just not going to be liquidity.

Again, it gets back to the