Kann: US data center capacity will more than double by 2030
“I was on the side of, we will see total capacity of data centers as measured in megawatts, or gigawatts, I guess, really double by twenty-thirty, and I was on the side that we will see it more than double.”
Karandish: Capacity has acquired YouCanBookMe
“I am really excited to announce that Capacity has acquired You Can Book Me.”
Karandish: YouCanBookMe processes one million bookings per month
“One of the biggest use cases we've had for Capacity is when folks want to automate their booking process, and now we're able to do that on the tune of a million bookings a month.”
Harris: YouCanBookMe was not for sale when Capacity approached
“We didn't go through a process. We weren't for sale. We didn't put up some big estate sign, you know, up in our lot capacity approached us.”
Harris initially rejected Capacity's acquisition outreach
“The first time they contacted me, I said no.”
Karandish sold his previous company for more than $900 million
“Sold my last company for north of nine hundred million”
Karandish: Capacity has acquired eight or nine companies
“I think the total number is up to, I think, eight or nine at this point.”
Karandish: Capacity ended last year at roughly $43M revenue
“We're right at about forty three million to end last year.”
Karandish: Capacity was 75% mortgage tech before rate hikes hit
“So we went from being 75% mortgage tech at that time to saying, okay, we're going to need to diversify the categories we're in.”
Karandish: Capacity has raised just under $100M in total capital
“It's just under a hundred million.”
Karandish retains 33 percent equity and full board control at Capacity
“I own a third of the equity and I have my business partner, I have complete board control.”
Harris: YouCanBookMe received multiple acquisition offers prior to Capacity deal
“We got offers. In fact, we got offers over the last couple of years. We've had quite a few offers, but I never wanted to do it because I didn't want that feeling.”
Harris: Capacity acquired YouCanBookMe in a 50/50 cash and equity split
“So it was fifty-fifty, 50 cash, 50 equity.”
Greenblatt: You Cannot Run $30 Billion in Six to Eight Concentrated Names
“You also can't run thirty billion dollars that way, and if you want to provide a service based on the way we value companies, That's the kind of things we're trying to do in a more systematic way.”
Werner Vogels: Fast provisioning fails to stop engineers hoarding server capacity
“And apparently just an hour to get capacity is not enough. It's not a good enough incentive to sort of release stuff again. So we needed to go to a model, first of all, where you could take engineers out of the loop, and where you could have business rules to …”