Brett Winton: 他们应该能够将一半的毛利润用于 EBITDA 建议 EBITDA 从 $4.65 亿到 $4.2B。几乎是 10 倍。 结合多重压缩到 20 倍 EV/ebitda，并在此过程中适应产生现金流的潜力，您的市值净额为 90B 美元以上（从今天的 12 亿美元开始）

原推：They should be able to pull half of gross profit into EBITDA

Suggests EBITDA from $465m to $4.2B. Almost 10x.

Pair with multiple compression to 20x EV/ebitda and accommodate the potential for cashflow generation along the way and you net a $90B+ in market cap (from $12b today)

https://twitter.com/wintonARK/status/1547001777731407873