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20 results for “revenue growth”
Concept8 mentions across episodes
growth
Concept2 mentions across episodes
revenue growth
Topic2 mentions across episodes
revenue growth
“Why 10x revenue growth means nothing if unit economics are broken”
...increase your revenue tenfold in in a quarter if there is no profit in it. Right? And and it's so obvious, but it feels when hype is going up, people just forget about it for whatever reason. So yeah
23:21 / 23:53
contrarian take23:21 – 23:53
“AI companies are growing faster than we've ever seen before”
...the growth. If you do a plot of revenue and growth rate, anthropic is not an outlier. It's a pretty reasonable valuation for a revenue run rate and a growth rate for most companies. We've just never s
4:28 / 5:02
market insight4:28 – 5:02
...revenue growth rate next year and also make your just to get into kind of SaaS metrics, your net retention look fantastic. Does that mean that, say, it's gonna grow as fast next year as it grew this year? Yes. And how like, give me a ballpark for per
26:57 / 28:00
from transcript26:57 – 28:00
“The two metrics that actually matter when pitching investors”
...talking about growth over the past two to three years were always, revenue and gross margin, full stop. Yeah. And how do you balance gross I think gross margin is is such
20:10 / 20:44
tactical advice20:10 – 20:44
...or revenue growth is almost like a constraint on the business, whereas, like, we need to go pretty quick, but, like, we will sacrifice it for more adult like, again, mentally, it's like, well, if we cut your pricing today, you'll keep using us. You'l
53:55 / 55:01
from transcript53:55 – 55:01
...growth levers versus, like, you have a bunch of cool stuff, make it more make it easier to use, increase activation, reduce friction, things like that. Yeah. And for example, we on growth team launched, integration with Shopify to enable ecommerce us
20:12 / 21:16
from transcript20:12 – 21:16
...revenue, and you're roughly breakeven on a non GAAP basis, congratulations. The market will give you a roughly 9 to $10,000,000,000 valuation. The thing that I'm kind of curious about is just how much or how many unicorns that are in the market today
41:15 / 42:15
from transcript41:15 – 42:15
...Rarely is growth rate this high, and retention is on par with great companies. Yeah. And I'll just say too, which is a little bit maybe counterintuitive to would be to a lot of companies, we don't optimize for revenue at all. In fact, internally, we
13:27 / 14:30
from transcript13:27 – 14:30
...center segment, revenue of 10,300,000,000.0. So 10.3 out of 13.5 for a segment that basically didn't exist five years ago for the company. That's up a 141% from q one and a 171% from a year ago. This is $10,000,000,000. That kind of growth at this sc
1:30:45 / 1:31:45
from transcript1:30:45 – 1:31:45
...organic growth which comes because of it, that you do want to be over a 100%. You know what's nuts is actually the fact that the revenues are growing so fast. By the time the rounds are done. Yes. I mean, when when we did Lovable, I think it trebled
55:55 / 57:20
from transcript55:55 – 57:20
...top line revenue with, I think, 30 or 40% growth. You know, companies like Airbnb and Uber might be trading at two, three, four times growth, and those are incredible businesses. So just to give people some context here, private companies do get, gre
44:53 / 46:01
from transcript44:53 – 46:01
...of revenue growth here between fifteen and twenty five have massive consequences in terms of value, which actually is a whole theme for some of, as you talk to CEOs, how easy it is to move from not great to awesome with just a little bit of reacceler
1:20:58 / 1:22:28
from transcript1:20:58 – 1:22:28
...revenue growth has scaled at a staggering clip relative to other categories. So this is just it shows how quickly generative AI, in app revenue, has grown, from '23, where it was basically you know, you can barely even see it on the page, to to now.
35:15 / 36:18
from transcript35:15 – 36:18
...The revenue growth is just like. Yeah. My question to you is, how do you think about that, and how do we know experimental budgets versus sustainable budgets, and what you think is real revenue versus AI hype cycle revenue? I don't think we know. I t
51:35 / 53:02
from transcript51:35 – 53:02
...Does revenue mean as much as it used to when it's gained so quickly and also seems so transient? Okay. So this is a great question, because I think this is where you have to be really discerning in the market. It does mean the same as it has before i
27:40 / 28:45
from transcript27:40 – 28:45
...such meteoric growth. And so I'll give you, like, a couple of revenue numbers in each of our our valuations. When we met Victor, we were at $1,500,000 in revenue run rate. He gave us the term sheet, and we are at a little over $2,000,000 in revenue r
28:29 / 29:31
from transcript28:29 – 29:31
...They're unsustainable. They we've seen them both. They hit 50,000,000 an hour. Wow. Wow. Wow. But it's like, is it real revenue? How do you think about do we have a generation of companies where it's pretty synthetic revenue or not? You know, it prob
53:15 / 54:18
from transcript53:15 – 54:18
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