Nathan Latka

Rand is running Moz and he's going, how the hell do these SEMrush folks grow so quickly?

This must have felt nice.

Why didn't SEMrush bid on the Moz acquisition?

And give them the numbers really quick.

Moz was talking about how much revenue, how much growth.

100 million of revenue.

So you're growing revenues, 67,000 paying customers.

You go public.

It's the middle of COVID.

No one else is going public.

Your competitors saying nice things, but the press then just like shits all over you.

Stocks crashes 20% on day one.

What is that like?

Do you have the emotional sort of, do you ignore it or how do you get around that?

Because for him, it's kind of- From this article or from the stock?

You get through it nicely, and your cohorts continue to expand, right?

116% net dollar retention.

You're seeing these bands thicken, which is a sign that, again, that expansion is happening faster.

One of the ways, or maybe, can you talk maybe about that 2022 cohort, that green one there?

This is sort of how you placed yourself and how you talk about yourself in the market.