struggle to go public, people would be worried and maybe you'd sell a little more stock and if you were rubbingly, you would raise debt because debt is cheaper than stock. box has less than a year of cash left in the bank. are they speaking like they have fear? no. they're running a marathon, running 3.5 minute miles in the marathon. >> drop box which is one of the two companies with box in its name gets $500 million worth of credit simply because they can. >> because they can. because the banks have no fear if they don't ipo. >> if we need it, we've got it. >> no one is worried that drop box won't ipo with the $10 billion valuation, no one. >> since there's zero percent risk, why not give all the money now. >> so this is actually -- my question is, a lot of these companies are lowering their prices. they may not even be making a profit. so why would somebody say this is no risk? >> well, we could talk about whether they're in a bubble. first of all, they're growing epically fast. the most important thing really happening, is epic amounts of money the company is spending is going to the internet.