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

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

But it really never was about and still is not about financial metrics.

The financials of this company to me are purely a reflection of the product market fit.

And it's unlike anything I've ever seen.

I think revenue predictions are important in that they sort of encode a lot of business assumptions.

If we get this product right, if our pricing here is correct, if our penetration of this customer segment works out, we should be at this rough revenue scale.

But the idea of having a budget so that you can go hold the founder's feet to the fire quarter after quarter is just not really relevant.

So to me, the less important thing is if a company finishes 10% below plan, 10% above plan, we're not public market investors.

We're not managing to earnings calls.

We care a lot about the inputs that go into the assumptions, but the output is a little bit less important.

Absolutely not.

I mean, send me all of your triple, triple, double, double companies that you're not interested in investing in.

No, no, no.

Here's why.

I think you can actually be successful in this market investing in consensus.

And I think you can actually do really well investing in non-consensus.

I think you get hammered sitting in the middle.

You know, a company that's not growing 15x year over year, that's fine.

There's all these other really important inputs that go into it that I think can make for like a really interesting investment outcome.

Yeah, but this is where, you know, we're ignoring like all of the other important inputs, right?

Like quality of the founder, what market are they in?

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