Shawn Wang: preference

Transcript context

…absolutely. We have SaaS. Absolutely. Companies that, you know, have been in business for seven years and they get to the same level seven years later. And the growth is, you know, eking to whatever it is. Um, and, and by the way, great companies not, not at all, um, diminishing what they’ve accomplished, but the fact is to get to that revenue growth that quickly. It’s not just the two companies that people talk about. It’s, it’s really a lot of these, you know, sort of. Every domain has a specialist, and we think if you can win that, you become very large, very quickly, and that’s actually played out in the numbers. Yeah. Uh, our, our viewers are going to, uh, so [00:48:00] first of all, thank you for that overall take. I think like it’s important to hear you guys’ perspective because the rest of us are just kind of looking at headlines and not knowing how to make sense of any of this. Um, we can mention like my, our listeners will roast us if we, if we mention thinky and not. Discuss what happened. Uh, I mean, obviously founder split happens, um, but like, I guess is the thesis unchanged is is like, um, you know, like what’s, what’s going on in thinking? Yeah. Um, we’re more excited than ever about them. Um, they have some things that. We’re not gonna do breaking news on a, a pod. Uh, you know, obviously they should share it themselves, but, um, they’ve, you know, I think when you bring a team of that caliber together, there’s special things that happen. And, um, I think 2026 is gonna be a big year for them. Um, obviously, you know, some of the themes that we talked about before, even with just the media news storm, like the whole, something happens and then it’s everywhere instantly. Um, you know, I think, uh. That’s a, i, that’s a tough situation for any company to be in. Um, but to come out of that stronger than ever, I think that, you know, we’re, we’re more bullish about thinking than, um, you know, even before. And, um, obviously,…

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