Olin Hyde

We've stayed away from the enterprise simply because we like the idea of democratizing the power of AI to enable everyone to achieve their dreams.

Yes.

Well, it's a combination of subscription and on-demand.

When you're a marketer, you don't need to buy a subscription for a campaign.

You want to buy that as you need it.

Just like you don't buy a subscription to Uber for your ride-hailing services, we provide on-demand services to create campaigns of leads.

It's early for our SaaS product.

We're just now testing it, so it's about 1090 right now, 10 on SaaS, 90 on on-demand.

But what's interesting about our on-demand, 130% of our customers rebook within 90 days.

So even though we call it on-demand, those customers are coming back and repeating over and over again, and they're repeating at 186% of their original contract value.

So we like to give the power to our customers so that they can fit us into their existing spending patterns.

Typical order will be around $20,000, and we'll typically take one to two months to fill that order.

And again, we give our customers the opportunity to pull out inventory as they need it.

Yeah, that's what we do.

We're an analytics company.

Would you call that ARR or no?

Well...

I think it's on demand.

I think calling it ARR is overselling it.

I think that there's this fascination among the venture capital community with predictable revenue, and they immediately jump to the assumption that the only way it's predictable is if there's a subscription.