Google Ads may well still be going though, and I imagine that’s where they’re getting most the signups from, rather than via Insta marketing. |
Yes. Stuck on 622 for the weekend.
It had been moving up 50 odd a day prior. |
How do you know bonio? |
Might squeeze in the 100k RNS before Christmas?
Would be a solid performance |
Looks like the current ad programme has finished. |
The phrase I used was ‘bat an eyelid’. |
John
Yes Tens!
They are very ambitious is my understanding. |
‘logically the chance is very low’
That’s not logical!
Video is worth more money than specialised design
So if it goes to $1B it means it should carry on growing and we would be foolish to exit.
It’s a binary situation
Very poor take up so not worth a lot
Strong growth take up which puts us on the path of Figma’s valuation + so silly to exit.
Individual investors can always exit any time and some are exiting even now at 6p ! |
Well anything is possible, we might end up a new Figma, logically the chance is very low, but who knows.As for not challenging IM, do you really think the rest of the BOD would pipe up in the middle of a public interview and tell him he was being overambitious? It's just a statement. |
Put alongside Figma and Canva £1bilion looks unambitious.
And IM didn’t say ten billion, he said tens of billions, and the rest of the board, and Sumit, didn’t bat an eyelid.
I know with a share price of 6p this is difficult to get your head around, but why not given the nature of the technology and the examples of Figma and Canva to follow. |
Anyone can talk whatever they want. Not everything everyone says is true, or realistic.Personally I'll be very happy with a £1bn takeover in 2026. Anything more is welcome! Each to their own though! |
Why would Ian accept $1B when he talks $10B ? |
I don't think HB's timeline stopped at the point where he predicts £1 a share??"Tens of billions" is probably exaggerated. But seeing £1-2bn (whether organically or through takeover) seems entirely feasible to me, *if* our management play their cards cleverly. Imagine a scenario where we have 30,000 paying users and growing at 200-300% per year. I'm certain that a £1bn takeover is then within grasp. |
Great post Hornblower, but where does that leave IM’s ambition of ‘building a company worth tens of billions’. |
With more and more of those videos produced there will have to be a general rise in production quality so as to compete for attention. |
Cyber
It’s more efficient at scale
Many estate agents are part of chains so one editor working remotely can do all the properties and collaborate with review and approval with individual agents. Also media management becomes a headache at scale, not so with the paid elevate
Certainly in the US some very fancy real estate videos are produced
A $5m plus property demands a commercial level quality video.
A lot of YouTubers do property videos
Same with cars and boats.
Then there are Weddings, very big market
All happening globally!
Difficult to think we can’t get 10,000 paid users from around the world in a market size in the millions |
That's true, but why would a real estate agent pay for Elevate, if the basic functions are free? I can't see an obvious need for collaborative features. As far as I know agents shoot their own videos or maybe in some cases a colleague does, but then the editing is fairly simple back at the office?Corporate videos are a more likely source of paid users IMO |
Short videos of airbnb properties around the world, very useful.
Those individual videos of each property can also be re purposed into 20 min travel log videos of places to stay and local attractions.
Then they will be re edited for different languages, so more editing work.
Use the blackbird spark player and those travel log videos can be re edited in real time depending on availability of the properties.
Dynamic editing!
Just shows the possibilities of next generation cloud tools
I know in the US making real estate videos are big business. |
Where are Airbnb sniffing around?
Not to worry I found.
I presume your talking about the marketing person from
Airbnb liking elevate.io post on LinkedIn. |
A schwarze-fogel? |
Interesting Airbnb are sniffing around. I don't think they make use of video yet. |
i would prefer a unicorn |
A phoenix ? :-) |
Yes, 10k users or thereabouts is breakeven. If/when we reach breakeven then Bird becomes a completely different animal.... A pterodactyl maybe ;-) |
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