MASSIVE21 Sep 2020 22:58
Imagine as a start up, one of your first deals is to the tune of $8bn. Now also realise the market opportunity is $2 Trillion, yes it will not happen overnight, but Gartner (reputable tech analyst) cite that any company creating a new tech category goes on to dominate that market on average over 70%. Think Google, Oracle, Salesforce, Microsoft when they had the OS, and you can imagine the possibilities. Now just think we capture 10-20% market share, forget 70%. We will get there a lot lot faster than many think, already 3 years ahead of plan, todays RNS implies to me we will be 5 years ahead of plan quickly enough.