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Dax Dasilva

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  1. 20VC with Harry Stebbings50 min

    Dax Dasilva: $900M ARR at $2.6BN Market Cap?! Lightspeed, The Most Undervalued Public Company |E1188

    Dax Dasilva, Harry Stebbings

    Founder-led software company Square has evolved from a bootstrapped retailer generating $10 million in annual recurring revenue to a publicly traded enterprise nearing $1 billion ARR. Recent leadership changes see the founder returning as CEO to shift strategy toward profitable growth, optimize the product portfolio, and pivot from direct sales back to a revitalized partner ecosystem. The organization is currently balancing its transition away from rapid capital-intensive expansion by streamlining operations and focusing on core verticals like retail, hospitality, and specialized markets to demonstrate sustainable financial models.