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.

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recordings per month · last 12 months

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

I think about this one a lot.

I mean, this one stings.

I think a lot about like the physics of these businesses and like the product mechanics behind a lot of these companies.

And what I mean by that is I think a lot of investors tend to look at like, what's the product, what's the growth rate, et cetera, et cetera.

No one really

really has an appropriate appreciation for for what i think of as like the marginal ease of arr accumulation what are the downstream levers that you're putting into place that you can pull on in the future that will allow you to grow at these crazy growth rates in year four five six seven and you know how do you build this growth mechanism that is better than like i put in a marketing dollar and i get out a dollar and 20 cents of revenue

I think nobody in the world does that better than Parker Conrad.

So, you know, the first time he sort of outlined the vision, I was like, this is really compelling.

I think that's what he does.

He has this innate sense for pockets of margin that other people wouldn't go build companies around, like laptop provisioning and physical IT leasing.

That would be a tough standalone business, but like as a revenue line item for a company like Rippling, it's really interesting.

I just think that Parker is a generational founder and we don't get it right all the time, but he's certainly someone I wish we were in business with.

I think it was a couple of things.

Parker previously had a reputation.

I'm not going to opine on whether it was deserved or not, but he had a reputation that I like to think he's now totally overcome.

That just came up in the conversation and in a market where like Mamoon was moving very quickly and other people were moving quickly, like it probably made us a step slow.

I think this is also one where like we stuck to our knitting on the investment framework, the ownership thresholds, the opportunity to get involved was going to be at a high valuation.

And maybe there was, I don't remember the specifics, but there was like a mechanism where you can invest more over time and it would have required us to break a lot of rules.

And I think like, I don't, I don't regret not breaking the rules in general, but you know, this would have been a time when it could have been worthwhile.

Yeah, I'm chuckling because there's this funny quote that comes to mind.

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