McCaw

“And my guess is the likely outcome is You lose a fair amount of revenue. You lose a fair amount of time. You're going to have to spend a ton of money to bolster your defenses, but if you do the right thing, you'll be able to earn your way back slowly and over …”

“I just don't see how you would come back from this. If you've crossed, there's just no, unless you have to, I think it's potentially death.”

“And part of the training for those models will require additional surplus data, and then you'll see the likes of McCaw go from purely selling to frontier models to selling to enterprises and even mid-market who need specialized data that they might not have, a…”

“Surge are doing three, three and a half. McCaw are doing two and a half. Handshaker doing one. Micro One are doing half.”

“I'm an investor in McCaw. I never thought this would be as big as it has got as quickly as hit, as it has done. It's crossing out two, two and a half billion ARR. They're doing a new round led by General Catalyst at twenty billion.”