Maybe I'm missing something but how does a company that recently made a $42B net loss get *checks notes* a $2T valuation?! That's not saying anything about the fact that 25% of its revenue came from o...
Your concentration point is the stronger one. Buyers typically cut a company's price 10 to 20 percent when 20 to 35 percent of revenue comes from a couple of customers, because that cash flow can vanish overnight.