No $380B company CEO has ever said one bad year bankrupts us

But from a growth rate perspective, this simply has never been seen before.

9:24 / 10:01

10 x in gap revenue and run rate year on year for three years, right, at this scale. Just hasn't happened. So you're leaning into the singularity here. Now it's worth pointing out Microsoft, many of these other companies that had three x, four x year on year growth for three or four years were also wildly profitable while they were doing that. Was this company still losing a ton of money? But from a growth rate perspective, this simply has never been seen before.

And at the margin, we're all growth chasers. What's interesting to me is that it seems like what other $380,000,000,000 company is our CEO where they say, but if we misspent on compute for a year, we're bankrupt.

About this clip

Analysis of unprecedented 10x revenue growth rates at massive scale that have never been seen before, even compared to Microsoft's historic growth periods. The discussion highlights the unique risk profile where a $380B valuation company could face bankruptcy from a single year of compute overspending.

Why this clip

Reveals the paradox of record-breaking growth combined with existential fragility at unprecedented company scale.

9:24 - 10:0137smarket insight

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