Cheers for your insight 
, but do you also agree that in this case Blackrock is both a strategic investor and a strategic partner?
@chonkie I like your approach, and I think comparing metrics like val/user can be misleading with early stage cos: much of the valuation is so forward looking/intangible/about investor confidence or hope, and only fully comes into focus upon exit. Imho.
Is your presentation public?
Hi @rod, unfortunately its not. I wont be able to send you the entire presentation as its proprietary research. Sorry about that 
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No worries, expected as much! 