Tweeted By @Smerity

A stunning thread in terms of growth and scale for a company. You occasionally see this type of analysis after the fact but it's rare and usually less detailed. Startups are superglued hopes and dreams with the real key knowing when and how the superglue needs to be removed. https://t.co/3qdpILVExY

— Smerity (@Smerity) August 24, 2018