mpokornyus

buccocapital puts it best:

"$1200 in revenue a YEAR per employee

These employees could wash cars by hand and make more money

They could babysit

They could have a bake sale!

Apparently, 90 of them are in sales? What is their monthly quota? 7 dollars and whatever is in your pocket?"

Rabois has suggested multiple times that one bull case for them is that the company becomes almost too big to fail. They'd be so large that even in an economic downturn they'd have the power to renegotiate lower rents with the commercial property owners.