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![victor_privin Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1434266587188666372.png) Fermion [@victor_privin](/creator/twitter/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

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[Post Link](https://x.com/victor_privin/status/1946900481449644313)