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Gavin Myers

Oct 22, 2026

16:17
Was there still a question about the ability to drive a marketplace type and venture outcome in the relationship business? Or did you see that early signal and say, no, no, these guys figured it out?
16:30
Yeah, I mean, I think, gosh, I think watching them grow from, I'd say like in the seed round, it was call it tens of millions of inventory to the series A.
16:44
It was call it maybe 3 billion of inventory to the series B, 300 billion of inventory.
16:50
I mean, it was pretty clear what that trajectory looked like.
16:55
And again, every company is a function of where it operates and who it competes against and the underlying structure of the market it operates in.
17:06
Right.
17:06
And so knowing that they had broken through.

17 MINS LATER

33:52
Holy

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