Rory O'Driscoll
๐ค SpeakerAppearances Over Time
Podcast Appearances
And then how long did that last?
Eight months until he had to kick out the CEO he brought in.
It didn't even make it to a year.
You know, in a way, though, I agree with all that.
I think Daniel, as hard a job it is, he has an easier job than some.
Because let me just step back to the numbers.
Here's what I would do.
$1.8 billion in ARR.
He's got 98% GRR and 107% NRR.
So mathematically, one problem is his NRR has fallen from the 140% peak at the IPO because people aren't buying that much more for UiPath.
But he's got 98% GRR, 98%.
Retention.
He has enough time as one of the greatest B2B founders out there to build the agentic products that $2 billion of his customers want to buy and aren't leaving.
It's the same opportunity Mark Benioff has.
I would argue Mark with his megaphone is actually like an Aaron Levy is doing a better job publicly of bridging the gap, but they have the same job.
We have extremely high revenue retention.
People aren't leaving.
No matter what anybody says, we're in the first inning for AIB2B.
I can tell you why.
We're in the first inning.