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    Joe Vafi • Canaccord Genuity Group Inc.

    Joe Vafi's questions to Core Scientific Inc (CORZ) leadership

    Joe Vafi's questions to Core Scientific Inc (CORZ) leadership • Q1 2025

    Question

    Speaking on behalf of Joe Vafi, Will Johnson asked how conversations with customers have changed sequentially given recent tariffs and market dynamics, and whether the pace of discussions differs between hyperscalers and enterprises.

    Answer

    CEO Adam Sullivan noted that tariffs are expected to increase CapEx costs by 5-10%, which will likely drive up lease rates across the industry. He observed that the pace of discussions with large enterprises has quickened as they have firmed up their growth plans, making it a significant growth channel for high-density colocation.

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    Joe Vafi's questions to Blend Labs Inc (BLND) leadership

    Joe Vafi's questions to Blend Labs Inc (BLND) leadership • Q3 2024

    Question

    An analyst on behalf of Joe Vafi from Canaccord requested an update on the adoption of the 'Rapid Refi' product and asked how the company is thinking about the size of its sales team as a potential area for investment.

    Answer

    Nima Ghamsari, Co-Founder and Head of Blend, reported that the 'Rapid Refi' product is in a pilot phase with 2-3 mortgage servicers, and the company is focused on gathering ROI data before a broader launch. He also noted that Blend is carefully considering investing in its sales team to better target the mid-market (financial institutions ranked 100-1,000), where they see significant opportunity but may currently lack sales capacity.

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