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Alex Wiltschko

๐Ÿ‘ค Speaker
1216 total appearances

Appearances Over Time

Podcast Appearances

TBPN
Tim Cook Retires, Mark Gurman Joins, Images 2.0 | Howie Liu, Scott Stevenson, Alex Wiltschko, Spiros Xanthos, Carolina Aguilar, Jake Jurewicz

And we got to raise a big set of rounds.

TBPN
Tim Cook Retires, Mark Gurman Joins, Images 2.0 | Howie Liu, Scott Stevenson, Alex Wiltschko, Spiros Xanthos, Carolina Aguilar, Jake Jurewicz

I mean, yeah.

TBPN
Tim Cook Retires, Mark Gurman Joins, Images 2.0 | Howie Liu, Scott Stevenson, Alex Wiltschko, Spiros Xanthos, Carolina Aguilar, Jake Jurewicz

And just like the absolute scale of funding was like huge compared to prior art, right?

TBPN
Tim Cook Retires, Mark Gurman Joins, Images 2.0 | Howie Liu, Scott Stevenson, Alex Wiltschko, Spiros Xanthos, Carolina Aguilar, Jake Jurewicz

Like now, I mean, you can raise like a hundred billion, you know, like if you're opening eye, but like at the time, like, you know, we raised, you know, our first, our first unicorn round was like a hundred million dollar round.

TBPN
Tim Cook Retires, Mark Gurman Joins, Images 2.0 | Howie Liu, Scott Stevenson, Alex Wiltschko, Spiros Xanthos, Carolina Aguilar, Jake Jurewicz

And we raised like another like couple hundred.

TBPN
Tim Cook Retires, Mark Gurman Joins, Images 2.0 | Howie Liu, Scott Stevenson, Alex Wiltschko, Spiros Xanthos, Carolina Aguilar, Jake Jurewicz

And then like a few hundred more.

TBPN
Tim Cook Retires, Mark Gurman Joins, Images 2.0 | Howie Liu, Scott Stevenson, Alex Wiltschko, Spiros Xanthos, Carolina Aguilar, Jake Jurewicz

And then like our big round was our series F, which was like kind of at the peak of like the markets, uh, raised 700 plus million and in that round and an 11 billion, 11 billion valuation.

TBPN
Tim Cook Retires, Mark Gurman Joins, Images 2.0 | Howie Liu, Scott Stevenson, Alex Wiltschko, Spiros Xanthos, Carolina Aguilar, Jake Jurewicz

And you know, we still have like all of that money on the balance sheet and we're now like cashflow positive.

TBPN
Tim Cook Retires, Mark Gurman Joins, Images 2.0 | Howie Liu, Scott Stevenson, Alex Wiltschko, Spiros Xanthos, Carolina Aguilar, Jake Jurewicz

So I think like, you know, it was kind of a fun, well,

TBPN
Tim Cook Retires, Mark Gurman Joins, Images 2.0 | Howie Liu, Scott Stevenson, Alex Wiltschko, Spiros Xanthos, Carolina Aguilar, Jake Jurewicz

Fun, fun time to like, you know, kind of get to like ride that wave.

TBPN
Tim Cook Retires, Mark Gurman Joins, Images 2.0 | Howie Liu, Scott Stevenson, Alex Wiltschko, Spiros Xanthos, Carolina Aguilar, Jake Jurewicz

And then, you know, but like I, I always, I think for myself knew like, you know, you have to build like a durable business.

TBPN
Tim Cook Retires, Mark Gurman Joins, Images 2.0 | Howie Liu, Scott Stevenson, Alex Wiltschko, Spiros Xanthos, Carolina Aguilar, Jake Jurewicz

Right.

TBPN
Tim Cook Retires, Mark Gurman Joins, Images 2.0 | Howie Liu, Scott Stevenson, Alex Wiltschko, Spiros Xanthos, Carolina Aguilar, Jake Jurewicz

And so like valuations are going to like rise and fall.

TBPN
Tim Cook Retires, Mark Gurman Joins, Images 2.0 | Howie Liu, Scott Stevenson, Alex Wiltschko, Spiros Xanthos, Carolina Aguilar, Jake Jurewicz

It's just going to be like macro, but like,

TBPN
Tim Cook Retires, Mark Gurman Joins, Images 2.0 | Howie Liu, Scott Stevenson, Alex Wiltschko, Spiros Xanthos, Carolina Aguilar, Jake Jurewicz

you know, ultimately either we build a great enduring business or we don't.

TBPN
Tim Cook Retires, Mark Gurman Joins, Images 2.0 | Howie Liu, Scott Stevenson, Alex Wiltschko, Spiros Xanthos, Carolina Aguilar, Jake Jurewicz

And if we don't, then like, you know, you could be like a flash in the pan.

TBPN
Tim Cook Retires, Mark Gurman Joins, Images 2.0 | Howie Liu, Scott Stevenson, Alex Wiltschko, Spiros Xanthos, Carolina Aguilar, Jake Jurewicz

Right.

TBPN
Tim Cook Retires, Mark Gurman Joins, Images 2.0 | Howie Liu, Scott Stevenson, Alex Wiltschko, Spiros Xanthos, Carolina Aguilar, Jake Jurewicz

So I think we were always like trying to focus and I tried to focus on like, what do we actually need to do to like, you know, compound growth, like go after the enterprise, obviously at the time, especially like,

TBPN
Tim Cook Retires, Mark Gurman Joins, Images 2.0 | Howie Liu, Scott Stevenson, Alex Wiltschko, Spiros Xanthos, Carolina Aguilar, Jake Jurewicz

it was clear that was like the move, right?

TBPN
Tim Cook Retires, Mark Gurman Joins, Images 2.0 | Howie Liu, Scott Stevenson, Alex Wiltschko, Spiros Xanthos, Carolina Aguilar, Jake Jurewicz

You get PLG, but eventually you have to go into the enterprise and win like these big multimillion dollar contracts, like become a really sticky system within these larger companies.