Aram Verdian
speaker
731 appearances
1 recordings
1 series
first heard Jul 2026
last heard 24 Jul
Aram Verdian’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
They're going to decide where it's best to invest.
being said the landscape is changing pretty significantly and there is significant competition app layer foundation models can undercut the app layer as well we're seeing that on a monthly basis whether it's the public markets or the private markets the other thing we're seeing is that there's a lot of experimentation in ai i'm clearly thinking about the enterprise level adoption of ai and we're seeing this a lot at the early stage which is concerning where a company can go from one to five one to ten in arr and i'm using ar in quotation marks because
the company hasn't even seen a year of renewal cycle, but it's scaling pretty quickly.
They don't really have a persona analysis on their customer.
And it might be experimental revenue for every, like it could be, Hey, I'm going to deploy, I'm going to deploy this solution for three months and see how it goes.
And if the company takes that and multiplies it by four and says, that's my ARR and goes out to raise a round off of that, that's tough, but that happens.
Like, and I think
Experimentation is so quick in AI from an adoption standpoint, and there's so much competition that especially at the early stages, it's really hard to differentiate.
Now, if you're one of the big companies or one of the app layer companies, and you have scaled to a hundred to a billion in ARR pretty quickly, and you've shown the renewal cycle, you have great net retention, that's far more sticky.
But if you're in the less than a one-year-old company, but quickly showed traction, it's still a really hard place to invest to figure out if that's going to be the successful company.
Well, the problem with the private markets, David, is they stay on the books not at zero for a long time.
It's not as efficient.
Company that goes from zero to 10 can raise at 400, 500 million.
And say they get stuck there or they go down from the 10 million revenue.
You might still market at four or 500 million for a number of years.
So private markets are not immediately efficient, unfortunately, from that standpoint.
I mean, we're still looking at companies from the COVID days that are still marked up at 30, 40 times revenues.
You look at their counterparts in the public markets, they're trading at three times.
you would think, where is the discrepancy?
Software company that grows at 15, 20% today, that's venture-backed, that was done vintages 2017 through 22, can't go public.
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