Arun Mathew

speaker
603 appearances 1 recordings 1 series first heard Mar 2026 last heard 9 Mar

Arun Mathew’s voice in public audio — every appearance, attributed to the second.

Trend

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

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

Appearances

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: Inside Accel's $4BN Growth Investing Machine | Cursor is Dead is Total BS: Here is Why | What Missing Rippling and ElevenLabs Taught Us | Are $2BN-$10BN IPOs Dead | Why Now is a Great Time to be Thoma Bravo with Miles Clements · 9 Mar 2026 podcast
You know, I think in the private markets at the scale of companies that we're talking about, I just don't think so.
And like, I'll give you one framing for like the winning conversation.
We've talked about, and you talk on the show a lot about deal.
People say like, deal has won the market.
Alex is phenomenal.
Deal has won.
We're not investors in the company.
I think it was published that they passed like a billion dollars of ARR.
It's incredible.
It's like, welcome to the big leagues.
ADP has $20 billion of ARR.
Like you are one 20th the size of ADP.
And by the way, in this market, you've got like Paychex is a $60 billion company and Paycom and Paylocity.
And I think the venture framing of this company one is not always, you know, I think it can be a little bit oversimplified.
Separate conversations.
We're not in deal because we're in remote and I'm thrilled that we're in remote.
I think Jobe and Marcello are like very special.
I think their product vision is very different and unique.
The rippling one.
Yeah.
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