you should NEVER just fully trust and fully base your thesis on what the CEO or company says
that said, CEO interviews are a nice satisfying source of confirmation bias
https://www.youtube.com/watch?v=R4lFaK3LDJU

you should also have third-party independent sources that validate their products/tech, and for them that's the #1 #3 and #5 largest transits in NA on top of numerous smaller customers