The Ledger, every show

“If you look at our Raleigh market, which is one of our biggest ones, it's our home market. We're getting you know, three dollars for every million people in our per capita. So, so, so that's kind of the ceiling that I'm aware of right now that we can get to. W…”

“We just crossed fifty million AR so that was exciting.”

“There's no reason your local plumber wouldn't use this software. It could be Shopify for digital services is where we're going.”

“And I think it's going to happen faster because it's taken a long time for e-commerce to get to where it is because we had to get digital payments and the phones and all this stuff, broadband, all this jazz, all that's in place now.”

“So for us so from that, we were pre-pandemic, we were at about a twenty million run rate, and office parks were about four million of that, so we had grown it to four million ARR.”

“All in to get a city profitable for us is somewhere around a hundred to 200 K. And a lot of it depends on how big we start. So if we start with four trucks, that's gonna be like the one 50. We could start with two or three trucks and get it down to sub a hundr…”

“Net. 20% now. And I think we can get to 25.”

“Our sales and marketing as a percent of revenue has gone down and it's sub 20%. And I can see it getting to sub 10%.”

“They invented paid search. Google made all the money, but go to kind of invented it.”

“50 to a hundred million and we had no revenue. So I was kind of like, you know, this would be remiss to say no and then have the bottom fall out from this thing and always say, wow, what, you know, what if we had sold this six month old company with no revenue…”

“Yeah, it was around a million dollars all in.”

“We have all the large rental car companies are our customers, Enterprise Hertz, Avis Budget, Sixth, et cetera.”

“Channel advisor got to be a thousand people at a hundred million SAS.”

“If you look at, I'm also a hobby economist and if you look at the GDP of the United States, consumer services are twice the size as consumer goods.”

“So prior to COVID office parks are the number one channel for consumers. And on average, we make a thousand dollars a month at an office park.”

“So every day we do a thousand services, I would say a 150 a day are consumers.”

“Over 60% of our revenue each month is from existing customers on the consumer side. Like it's like 95% on the fleet side.”

“Look, those cars are sitting there for five days on average, losing 50 dollars a day in rental opportunity.”

“We have 210 trucks across the United States.”

“Sun Microsystems was our biggest seller. So we said, wow, that's amazing. And they had sold like three million dollars worth of servers on eBay. This is when eBay was largely beanie babies.”

“Yeah, so, so angel to ourselves got three, and before we could really get into the three, sold it for, you know, depending on the time and how you calculate it, about 20 to fifty million bucks.”

“It was crazy. You know, we had a competitor that got an offer of two hundred million and turned it down and then, you know, it became a zero.”

“So we raised ninety million bucks all in before the IPO and you know, a good chunk of that price. 60 went into servers and building out a server farm. The other 30 went into, in these software as a service models, as you know, you have to really ramp up the s…”

“So I know we priced at like 14 and then went to 17. So, you know, I would say five hundred million.”

“About 70% of our revenue is this at work consumer and the bulk of it's recurring. It's recurring at the office park level and not necessarily the consumer level.”

“So we just crossed the two million dollar run rate and we're growing you know, north of a hundred percent.”

“And also, since you and I last talked, we're now in 17 markets, and I think when we talked, we were probably in five.”