> If they can maintain their 50% YoY growth for 10 years, then the P/E ratio on a $1T market cap would be under 10.

Assuming the present valuation holds. That's kind of the thing, I've zero interest in buying in if I think 10 years of 50% growth from now they might be worth today's sticker price.

I like them as a company, but I hate them as an investment.