I got an hour with Matt George last week. Founder and CEO. Brian Alger sat in for the front half and then dropped off.
This is the short version. Six things were said that change how I model the company, and one of them corrects something I have seen repeated everywhere, including in my own head.
The full recording will be released pending review from Shawarma Capital and Merlin Labs.
I am long. This is now the entire book. Read accordingly.
