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 monthsRecordings per month over the last 12 months — 1 in all, peaking in Mar 2026 with 1.
Appearances
These have been like 50 to a hundred billion dollar companies built over time addressing like one portion of the engineering.
product stack.
No one has built the platform company to own it all.
And we think they have that aspiration.
So that's one thing.
The other is like, we were also joking before the show that I think sometimes getting overly fixated on the financial metrics in this environment can leave you just like with an unsatisfying taste in your mouth.
Actually, this company is growing so quickly that on a multiples basis, our first investment was at four times, five times year-end ARR.
That wasn't like anything that we talked about or part of the underwrite.
The company said, I think a week ago or it was leaked that they passed two billion.
So yeah, that's a fair assumption.
We had a conversation with Michael where we sort of said, where is the business today commercially?
And he told us, and it was, I'm not evading the answer.
I don't specifically remember, but maybe it was like a hundred of ARR.
You know, we said, what do you think is realistic for the end of the year?
He said, I think maybe like our aspiration is, you know, these assumptions go right.
And these are the products we're going to launch.
I think we can get to 500.
And Andrew Braccia, who I was working with, you know, Andrew and I sort of looked at each other and we were like, I think we should haircut and call it 300.
Like getting from 100 to 300 would be extraordinary for this kind of a company.
You know, they ended last year somewhere in the billions, I think has been reported.
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