december 16 2021 |
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with one of our top performing stocks of |
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been really again one of our top |
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performing stocks uh in 20 in this just |
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12 months uh i think last year this time |
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you were about 45 cents recently went to |
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two bucks of course it started off at 17 |
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2021 uh but of course what people want |
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what's the path ahead for the next 12 |
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is this gonna be our first hundred |
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bagger you know jay again we've had 10 |
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baggers 20 baggers we need that 100 |
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first uh hundred bagger stock uh so jay |
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what you've accomplished in the last 12 |
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you know you have three different |
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the the first the year started with i |
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letter of intent with ab inbev which 60 |
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days later maybe 45 days later became |
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been fully appreciated there's two |
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year four that's in the neighborhood of |
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10 to 15 million dollars a year in |
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MONEY
10 to 15 million dollars
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what we're building here is a 50 000 |
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small mom and pop 12 to 15 square meter |
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QUANTITY
12 to 15 square meter
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that's underway it's in a few thousand |
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marketplace and i could name three or |
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four competitors that have similar |
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year 4 45 000 roughly stores it's a 260 |
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million dollar media value which seven |
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especially in the third and fourth |
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so it's not like they buy it one time oh |
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so we've now got 20-22 contracts on the |
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we have a 33 ownership participation in |
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i think so one of the big uh i think one |
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in the last year i think when you first |
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last 60 days my confidence has grown by |
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cell that's the first part and the |
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second part |
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channel is a hundred billion dollar |
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MONEY
a hundred billion dollar
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business by 25. this is from almost |
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stores medium 100 billion so this isn't |
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and maybe no one was hearing but now |
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abi thing because there's two parts of |
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on a regular basis first of all we're |
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projects but we've just now added two |
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50 you have this massive network there's |
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third aspect which |
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third and fourth aspect think of the |
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a 10 000 location network as an example |
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brands pick one of the top 2 000 brands |
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the number one strategic thing and this |
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odd two years ago we wouldn't be saying |
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and number two |
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but it's a close second |
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the point is it's in the top three |
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quarter you did you announced was a four |
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and a half million in booking the |
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that was revenue and it was 522 usd |
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it's even better wait so fully five |
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million revenues or books no no no 522 |
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000 usd |
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bookings were four and a half million |
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DATE
four and a half million
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mean maybe you know in the next 18 |
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possibly the first |
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the first thing we'll see |
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right to see what's happening in one of |
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venture in 22. |
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so two things one is the the revenues |
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you you're expecting uh 200 |
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million plus the next few years you're |
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going to get a third of that |
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so let's call that let's call that 70 |
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million a year you know three year you |
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2022 is we could see |
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15 million revenues from that business |
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inventory sellout is it 50 or 100 |
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revenue from that joint venture in 22 |
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uh almost every one of our deals not all |
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our deals but almost every one of our |
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india was mentioned at one point i don't |
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shutout with four minutes left in the |
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third period |
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wonderful first quarter initiative for |
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visibility are pursuing two deals |
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one domestic |
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and one international |
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is this the one this is the one with the |
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600 units ev charging stations going |
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there's two two of the hottest stocks |
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right now is what is blink another one |
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ev charging right so i think the one |
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globally right but the one thing they're |
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600 billion |
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know a clean planet by 2030 we want to |
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have zero emission |
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about three weeks ago now maybe four |
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DATE
about three weeks ago
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and they had deployed their first 3 000 |
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he told me that of the three thousand uh |
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included 60-inch |
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and computer vision on 100 of those |
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every one of the units that has digital |
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every one of them that didn't was not |
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know this coming year in 2022 is |
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station one two three seven nine hasn't |
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charged the car in five days and that's |
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happens within every 64 minutes on this |
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location and there hasn't been one for |
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120 minutes that could be representative |
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second but |
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know i don't know 100 000 stations we've |
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that category in 22. |
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so this is one catalyst that i don't |
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realized that this is really like one of |
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apply that plumbing into 50 different |
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two key aspects of the business uh which |
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we've got four or five counties uh |
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and we're in first phase of a deployment |
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on them 100 of the cameras in in |
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test for us and uh it's the first phase |
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it's four phases and it's going uh |
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i want to see if we have let's say 10 |
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but one |
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there are five participants in austin |
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they're a 10 owner |
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visibility 10 owner and on the board |
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um tech mahendra 20 billion dollar |
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indian company their 10 percent owner uh |
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tech mahendra uh a 10 owner and then a |
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out of stealth mode in the first quarter |
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only been four or five months |
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deals their target is 200 million dollar |
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and they signed a 10-year contract where |
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a writer first refusal where |
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three of the very large deals they've |
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a majority of the your business in 22 is |
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of revenues in 22 is it possible it's |
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visibility has a 30 carried interest in |
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so and we have so thirty percent |
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it and that could be potentially 10 |
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emerge in the next you know 12 months |
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okay 2021 budget billings uh what is |
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50 million market cap uh thrust in perry |
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billion to billion five uh market cap |
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jay you've stated uh 21 revenue 47 |
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million 22 okay 22 |
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uh next year's roman 12 to 50 million uh |
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QUANTITY
12 to 50 million
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a sizable revenue metric for uh for 21 |
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and then the setup for 22 |
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okay uh comment from bob's okay 4 |
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million billings uh 15 million billion |
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uh runway for 22 45 to 50 million with |
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10 million in equipment |
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we're fixing it this way and about three |
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we're adding 14 head count |
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three of the 14 |
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based a deal flow based we've got three |
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we think that every one of those people |
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only only three of the only three of |
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like 92 percent of what we do and then |
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eight percent of a bunch of stuff we |
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for example like one channel manager |
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stations partnerships deployment one is |
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westrock and johnson controls are two |
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that one's that one's out of the bag yes |
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and it's not the only one in the wild |
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sees one of these things like let's say |
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the the the first place that people that |
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way and we you know it's a 50 50 |
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something like 1.3 trillion in spac |
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money expires in november of 22. |
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five major blue chip partners |
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they're massively competitive with one |
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sort of feel comfortable about their 10 |
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okay uh okay jay two more questions |
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have to be a two-hour type of deal |
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the last 90 days something in a |
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neighborhood of three and a half to four |
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DATE
three and a half to four
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million dollars of warrants come in |
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were already with december 16th |
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big news in the next two three weeks |
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DATE
the next two three weeks
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yeah we've uh i've announced the one |
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done and it's a large deal it's a 17 000 |
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january 16th |
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the core in the second quarter of uh 21. |
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DATE
the second quarter of uh 21
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perspective one you know one big thing |
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popping up is i think one of the big |
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say write a check for i don't know two |
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three billion dollars uh and you know |
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MONEY
three billion dollars
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|
two or three billion but you know it's a |
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MONEY
two or three billion
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|
but there's four or five critical |
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list that are 40 billion 50 billion 80 |
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MONEY
40 billion 50 billion 80
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billion market cap companies so i don't |
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sidewalk sidewalk that's the one okay |
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have to do like a two hour block to get |
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how to talk for two hours |
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