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Erin Kerrigan

Erin Kerrigan

Sep 21, 2026

33:54
yeah for sure from your experience what do you think is going on here
34:00
so i actually think we're in a pretty monumental moment in our industry where Wall Street is also valuing these companies at record levels.
34:13
So four of the six publics hit all-time record stock prices in July, again, with this backdrop.
34:20
I think what's happening is the scale prerogative and the scale business case is now starting to get it, is now becoming more clear, in part because of folks like Carvana that have shown that you can really ramp this business with technology.
34:41
And I think that the markets and the leading consolidators are saying, the bigger we get, it's no longer gonna be about holding gross.
34:53
It's gonna be about how much revenue you have, whether that's on a group level or on a rooftop level, that's gonna be the key to profitability.
35:01
I mean, if you look at Amazon, for instance, Amazon doubled their revenue and doubled their profit margin at the same time.
37:43
Right,

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