4 ms·

I don't think that 100B number is correct. It would be if Google had to give back the business (or it imploded) after 10 years

• otterley 2y ago
  That $100B is a based on a ballpark estimate of how much a passive investor would expect to earn by putting $32B of their money into a high-yield stock fund (yielding 15% per year, which is a conservative annual growth rate for a cloud provider) and sitting on it for 10 years. If Google can't do at least as well as that, the investor would be better off with the stock fund.
  • diogofranco 2y ago
    Yes but I'm saying that they will still own Wiz at the 10 year mark, so you can discount their valuation at the time from the 100B.
    • otterley 2y ago
      I accounted for that in my math. Investing $32B for 10 years at 15% interest compounded continuously = $132B.