Tim Doyle

But even when those companies were emerging companies, they had the same like problems.

Like

many businesses don't get to their final form until quite late in the future.

And it's pretty easy to look back on their final form and be like, I will only ever be part of or support businesses that look like that.

And the inverse is actually like very common, right?

Which is like, you see a software as a service business, incredible net revenue retention, incredible capital efficiency, great differentiation.

And you're like, Oh,

That's an incredible business.

I want to invest in that business.

But many of those businesses, what I would call ship-in-a-bottle businesses, yeah, they look perfect, but they've actually just never been in the ocean.

They'll do $7 to $10 million of revenue.

And it's like, cool.

Yeah, that's a perfect case study in the design of a bottom-up SaaS business, but it's small.

And so I just think scale...

gives you a lot of opportunity and a lot of space.

And so our business focused on that.

So like,

I think about Amazon a lot, right?

Because I would like eucalyptus to eventually be like Amazon prime.

Why that's used to be what I aspire to or Costco, you know, like a membership based model where you had all of your services built off a convenience layer with a single view of the patient.