Navan is a $7B public company today. I asked
@orenzeev about watching it go from a $90M run rate to zero the month COVID hit:
"That never happened to me in my career. In February 2020 they were about a $90M run rate, growing like a rocket ship. By April it was zero.
Business travel went to zero, and it took much longer to come back than consumer travel.
One of the reasons I have so much confidence in Navan is that they survived this. What doesn't kill you makes you stronger. I've never seen a business go from a rocket ship to zero with no visibility on when it comes back."