E120: Wiz $12b valuation is a buy; Wayve $1b raise but not data play; Revolut $2b in 2023 revenue, $350m in net income

Send us Fan MailREVOLUT- https://www.revolut.com/en-US/- online banking- 40 million customers, adding 1 million new customers a month- Available in 150 countries, #1 finance downloaded app in 17 countries- $2bn of revenue and $350m net income in 2023- $21b secondary market valuation, -36% from last round ($33b) in Jul 2021- 10.5x revenue multiple ... low for a profitable company adding 1m new customers a month?WIZ- https://www.wiz.io/- NYC cloud security firm- $12b post-money after $1b cap raise- a16z, Lightspeed, Thrive invested- $350m in 2023 annual recurring revenue- 34x revenue multiple (HIGH!)WAYVE- https://wayve.ai/- UK AI-autonomous driving technology company, licenses AI-tech to car manufactures- raised $1b round, valuation not disclosed- Softbank, D1, Nvidia, Microsoft investors- Last published valuation was $1.35b in Jan 2022 Series B- current raise was $1b so I have to assume the current valuation is $4b+ post-money