Navan

“Navan... went public and we've seen a reacceleration just on the basis of some of the larger enterprises actually trusting them more because they're a public business.”

“Hallucination is a huge, huge, huge fuck up. We've built our own platform, our own model to prevent that.”

“We grew last quarter by 50% in terms of usage. We grew our revenue by 40%. We became cash flow positive, became profitable. We have more than $10 billion of bookings a year now.”

“To build a travel company, you actually need to have supply chain relationships with not every airline in the United States, but every airline in the world, every hotel in the world... Navon lost two-thirds of its value in the SaaSpocalypse. And it's, you know, accelerated revenue since then.”