How long & how quickly can a business compound ? This is a question every investor asks of every business, public or private. In the 2010s, Slack & Atlassian became titans. On the day Salesforce announced its intent to acquire Slack, it was equally valuable to Atlassian at ~$27b. The revenue curves look similar in the out years, similar growth rates. Atlassian continues to compound at massive scale. But the time to achieve $1b from founding date differs by a decade : 17 vs 7 years. To create ...
