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Fermion @victor_privin on x XXX followers
Created: 2025-07-20 11:50:21 UTC
@hiteshkar If they hit 25–30% CAGR, I’d expect $300–350M ARR in 3–5 years. Upside scenario with faster global rollout + upsell = $400–500M. Software’s already high-margin (70%), so it’s the real multiple expander long term.
XX engagements
