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.

Trend

recordings per month · last 12 months
1 · Jul OctJan 26AprJulnow

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

Appearances

newest first · ▶ plays the moment
Rule of 25 company.
What do you do with that company?
Say it's $300 million in ARR.
25% breakeven.
Rule of 25.
Can't go public.
It's not growing fast enough.
Bankers are not going to want to take it public.
It's not a sexy AI story.
It's not accelerating its growth.
It's not Databricks.
It's not the anthropic open AI, etc.
SpaceX.
So what do you do?
Private equity would have bought that company two years ago.
They're not interested anymore.
They're interested in an AI story.
They're interested in an AI native company that can accelerate and be resilient from AI.
Maybe there's a strategic acquisition, but I find that hard to believe because even strategics in their boardrooms are talking about how do we reinvent our product from an AI standpoint?
So what happens to that company?
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