[otterley]

That $100B is a based on a ballpark estimate of how much a passive investor would expect to earn by putting $32B of their money into a high-yield stock fund (yielding 15% per year, which is a conservative annual growth rate for a cloud provider) and sitting on it for 10 years. If Google can't do at least as well as that, the investor would be better off with the stock fund.

[diogofranco]

Yes but I'm saying that they will still own Wiz at the 10 year mark, so you can discount their valuation at the time from the 100B.

[otterley]

I accounted for that in my math. Investing $32B for 10 years at 15% interest compounded continuously = $132B.