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“Which is the reason why these companies are say at a anywhere between a 10 to 30% premium when it comes to their revenue multiples as compared to say a Freshworks, which is again, you know, a fantastic company with a seven hundred million dollar kind of scale,…”

“That's why, you know, the dream of getting to a billion in revenue is very You know, very, very much possible.”

“And somehow I convinced him and a week later we signed up merchant bankers. And I think it was a record time in six months we actually listed the company.”

“Combined revenues of the company will be over three hundred and ten million. Combined EBITDA is fifty million. This is without any synergies”

“So we have built an AI agent also. So the AI agent works in two ways. One, it can speak with consumer AI agents. So let's say you are using an AI agent and you trust the AI agent to make all the bookings. It can actually go and talk to our hotel's AI agent and…”

“Even if you look at the pipeline in the next two years, we may get to maybe a dozen that are listed and in the U S in comparison, there are hundreds of them.”

“The reason I'm not worried is I do see us partnering up with these companies because I do feel like these are more in the AI world, the infrastructure companies, and we will be utilizing This infrastructure to build, you know, applications or wrappers on top.”

“Even till date, most of our revenue comes from the US”

“And our overall vision is To become the Shopify for hotels where we allow them to do guest acquisition, guest retention and engagement, and guest wallet share expansion.”

“So currently we only serve a subset of that TAM, which is about seven and a half billion in these lines of businesses that we have, which are DAS distribution and MarTech. So on seven and a half billion, we are doing like three hundred million. So what is it…”

“I strongly believe AI is going to gonna have a huge impact on how travel is purchased , ah, especially with consumer AI agents, and a lot of business models will get disrupted.”

“The opportunity to invest in enterprise software and SAS is far limited. And so we do get some novelty value as a result of that.”