Every argument clarity score on this site is built from rows on this page. Each
question and answer was assessed with names hidden, the host's own answers included, on
four things from 1 to 5:
directness (does it answer the question asked), coherence (do the ideas follow),
precision (concrete details and clear references), compression (says a lot per word). The weighted
mix (30/30/25/15) is the exchange score. A person's published score averages their exchange
scores on raw tape only, at least 8 of them, shrunk toward the cohort mean.
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Answered produced feed
D 5 · C 5 · P 4 · Cm 4 4.60
Q So what does the average paying customer today pay monthly in terms of the SaaS part of the business?
A The SaaS part of the business, we're giving it for free because it's a way for us to, it's a cack hack. Like we offer the e-commerce solution for them to sell to their final cloud for free. But the moment they started using our solution and build the trust, we can make a lot of money by selling them their inventory. So right now, like We operate like Amazon. Amazon, they have a marketplace on the side that connects, uh, suppliers with final customers, but they also have their own line of products that they make a lot of margin on that. So we're doing this. On the B to B. So our SaaS today is free and we don't have time on monetizing on this front because it's a way, way, great way to have a low CAC and monetize on the other front.
AI assessment note: “The SaaS part of the business, we're giving it for free”
Answered produced feed
D 5 · C 5 · P 4 · Cm 4 4.60
Q Interesting. Okay. So will you ever move? So you're, you're sort of using this marketplace and selling as good as the way to get these folks into your ecosystem, this gas station, you're not charging for the software right now. I imagine at some point though, you will, you will want to do only software because the margins way higher, right?
A Yes. Yes. But the point is, it's a mistake. If I go after the SAS right now, because now what I want is data. First of all, data. The moment I know how much they are buying from us, I have a very good idea of how much they are selling. And this kind of merchant, this kind of small retailer, it's very hard for you to get the data on how much they sell. That's why giving credit for this segment is super hard because nobody has the actual data. But the moment I know how much he's selling online, The moment I know how much he's buying, the moment I have all the data of the transactions that are going, the real data, then I can provide financial services, credits, payments, charge a SaaS fee for the use of the platform, but everything needs to happen step by step. If I decided to do everything now, uh, it's not gonna work.
AI assessment note: “Yes. Yes. But the point is, it's a mistake. If I go after the SAS right now”
Answered produced feed
D 5 · C 4 · P 5 · Cm 4 4.55
Q I see. Got it. So, so you're right now doing a run rate in terms of your gross margin, right? Of something, or sorry, your, your, I guess, how do you calculate your revenue? You don't want to use just total transaction volume going through your platform, right?
A Yeah. So right now that's the way we, because it's still marginal the way we do three P on the three P, uh, on the marketplace side, it should be take rate times GMV, but the GMV, as I told you, like, it's still very small because we've just started. So Most all of our revenue comes from the one P play, the direct, like a regular e-commerce. So the way we calculate revenue is, is in terms of ARR annualized. So right now, if you annualize, uh, the numbers that I told you, it's going to be something around two million dollars in ARR and one annualized. And in terms of gross revenue, it's, uh, gross revenue, 28% and contribution margin after you take all the costs is 13%.
AI assessment note: “take rate times GMV... Most all of our revenue comes from the one P play”
Answered produced feed
D 5 · C 4 · P 4 · Cm 4 4.30
Q SaaS revenue will get a hundred X multiplier, and that's six, you know, that's two months ago for the market crash, but your take rate's only 26%. There's no way you can, I mean, unless these investors are stupid, they're not, by the way, because I know Valor, right? They're not giving you credit for 2.2 million of run rate revenue and treating that like SaaS revenue.
A No, definitely not, because like, As I told you, we are not, the SaaS part of the business is free. We are B to B marketplace that also have a SaaS play, but like the way they look at us and the investor look at us is we are B to B marketplace that has been growing consistently. And to be honest with you, if you look at the take rate for the B to B marketplaces here in the region, it's the take rates around four percent. So we have like One of the highest margin, uh, even like considering contribution margin in the end is higher than the take rate that everybody else charge. So, and we are very well positioned to be one of the largest players in the segment that's just beginning. The B to B market is the oldest one has like two or three years. So we have the best investors, the team. So yeah, we have.
AI assessment note: “No, definitely not, because like, As I told you, we are not”
