Revenue

topic on 30 shows · 141 statements across 134 episodes

Acquired the Y Combinator Startup Podcast Founder's Journal Startup Acquisition Stories Founders the Pitch More or Less BG2 Pod Innovators & Investors Startups For the Rest of Us Masters of Scale BigDeal Latent Space Lenny's Podcast My First Million the Neon Show No Priors the Official SaaStr Podcast Starter Story the Startup Ideas Podcast A Product Market Fit Show Sourcery Capital Allocators Top Founders How I Built This the a16z Podcast Big Technology All-In TBPN 20VC

The latest 60 statements about Revenue, every show

20VC Assertion Not checkable as stated
Franceschetti: Word of mouth drives about 40% of Eight Sleep revenue
“In our case, word of mouth keeps compounding. We are around 40% of our revenue, even at our size, which starts being really big is 40%.”
Matteo Franceschetti Sep 12, 2026 ▶ 4:49 Labour, Engineering, Social Media, GrokBots, Cybercabs: 7 Predictions for How AI Changes the World
BIGDEAL Assertion Not checkable as stated
Sanchez: Raising prices 20% on overbooked businesses generates higher net revenue
“Evidence shows the increased revenue will cover the tiny number of customers who will bulk at the higher price. And you'll walk away with more money and less work”
Codie Sanchez Sep 10, 2026 ▶ 11:47 How To Ask For More Money (And Actually Get It)
a16z Assertion Supported
Verdian: Only 15 to 20 public SaaS companies trade above 10x revenue
“In the SaaS public markets, there are only like 15 to 20 companies max trading above 10 times revenues, which is quite an insane number because it used to be dozens and dozens a few years ago.”
Aram Verdian Sep 10, 2026 ▶ 30:20 Why Investors Are Rethinking Everything for the AI Era
Generating revenue harms a startup's narrative-driven valuation in Silicon Valley
“Don't ever have revenue. It destroys your story.”
Sam Lessin Aug 21, 2026 ▶ 44:18 OpenAI Can’t Hold a Lead, Stripe Buys OpenRouter & AI Hits a Wall · More or Less Podcast
SAASTR Assertion Not checkable as stated
Lemkin: SaaStr revenue is currently pacing at 140% of last year
“I think we're like a 140% of last year in revenue, right? Yeah. Plus 40%, a 140% of last year.”
Jason Lemkin Jul 17, 2026 ▶ 51:01 How Agents Will Steal Your Customers. Plus: The $10K App Our Agent Replaced and the $14 Migration
MORE OR LESS Prediction Not checkable as stated
Brit Morin: Frontier AI lab revenues will shift significantly over the next 6-12 months
“And I think you'll start to see the revenues shifting quite a bit over the next six to 12 months.”
Brit Morin Jul 3, 2026 ▶ 46:42 Every CTO Is Quietly Switching Off Anthropic and OpenAI | GLM 5.2, Vox Americanus, Claude Fable 5 · More or Less Podcast
20VC Insight
Adam Foroughi: Token Budgeting and Leaderboards Lead to Wasted Corporate Capital
“To my point, I think it's flawed logic, because if you just throw a budget at people and you create a leaderboard of token usage, what are people going to do? Create a bunch of crap that has no value. And all of a sudden you burn your budget, you're paying rea…”
Adam Foroughi Apr 27, 2026 ▶ 1:07:08 AppLovin CEO: Why Founders Shouldn't Angel Invest & Why the Best Don't Need Mentorship · 20VC with Harry Stebbings
ALL-IN Prediction Open · timeframe Dec 2026
Gerstner: Anthropic could hit $80B-$100B revenue run rate by year-end
“I would not be shocked if you see Anthropic exiting this year at 80 to a hundred billion dollars in revenue.”
Brad Gerstner Apr 10, 2026 ▶ 48:16 Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
TBPN Assertion Supported
Field: Figma generated $304 million in Q4 2025 revenue
“We did 304, three hundred and four million in revenue.”
Dylan Field Feb 20, 2026 ▶ 0:43 Post Earnings with Figma CEO Dylan Field
MY FIRST MILLION Assertion Supported
Galloway sold his marketing intelligence company L2 for eight times revenue
“We ended, ultimately ended up selling for eight times revenues.”
Scott Galloway Feb 16, 2026 ▶ 28:39 Scott Galloway: Why I'm selling my American stocks
20VC Assertion Not checkable as stated
Lemkin: AI compute capacity and revenue have a direct 1:1 correlation
“Compute and revenue have a one-to-one correlation. So as long as that holds, it makes sense to consume every single penny of capital on all of Planet Earth.”
Jason Lemkin Feb 5, 2026 ▶ 11:48 The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
TBPN Prediction Not checkable as stated
Patel: AI startup revenue will surpass $100B by year-end
“How many people even believe by the end of the year, AI startup revenue is over a hundred billion dollars? I think that's an insane statement for a lot of people, but that's what it's gonna be, right?”
Dylan Patel Feb 3, 2026 ▶ 35:15 FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI
TBPN Prediction Open · timeframe Dec 2030
Patel: Anthropic's $300B revenue target for 2030 is too low
“And when Anthropic says in their funding, like, hey, we're gonna have three hundred billion dollars of revenue by the end of the decade, and it's like, actually I think that number's too low. Because the economic value of what they're gonna create is gonna be …”
Dylan Patel Feb 3, 2026 ▶ 35:41 FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI
Masad: AI Revenue Can Drop as Easily as It Rises
“That being said, like, AI revenue can go up as easy as it goes down.”
Amjad Masad Jan 31, 2026 ▶ 1:00:07 How vibe coding changes who gets to build (Replit CEO Amajad Masad & Reid Hoffman) | Possible
BIGDEAL Disclosure
Sanchez targets $100 million in revenue for one of her companies.
“You know, one of the things I told my husband this year for one of our companies, I want to do a hundred million dollars in revenue.”
Codie Sanchez Jan 27, 2026 ▶ 10:52 8 Tips For Killing Weakness (From Someone Who Learned The Hard Way)
20VC Assertion Partly supported
O'Driscoll: Groq generated $4M in 2023 and ~$40M in 2024 revenue
“As I said, four million dollars in 23, forty-ish in 24.”
Rory O'Driscoll Jan 8, 2026 ▶ 5:43 Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
a16z Assertion Not checkable as stated
Andreessen: AI startups are generating revenue at an unprecedented rate
“This new wave of AI companies is growing revenue, like just like actual customer revenue, actual demand, translated through to dollars showing up in bank accounts at like an absolutely unprecedented takeoff rate.”
Marc Andreessen Jan 7, 2026 ▶ 0:00 Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI
BIG TECHNOLOGY Assertion Not checkable as stated
Altman: OpenAI would double its revenue right now with double the compute
“We have never yet found a situation where we can't really well monetize all the compute we have. If we had, I think if we had, you know, double the compute, we'd be at double the revenue right now.”
Sam Altman Dec 18, 2025 ▶ 36:23 Sam Altman: How OpenAI Wins, ChatGPT’s Future, AI Buildout Logic, IPO in 2026?
BIG TECHNOLOGY Assertion Not checkable as stated
McDermott: 54% of Zendesk support-contacting users drove 95% of 2024 revenue
“If we look at our own company data, 54% of our customers contacted us for support in 2024, but they represented 95% of revenue.”
Adrian McDermott Dec 5, 2025 ▶ 4:19 Zendesk's Adrian McDermott: AI's Customer Service Potential, Adoption Cycle, Scale vs. Orchestration
STARTUP IDEAS Assertion Partly supported
Bible note-taking app generates $60K MRR from 60K monthly downloads
“That has gotten 60,000 dollars in revenue in the last 30 days. 60,000 downloads as well.”
Greg Isenberg Dec 3, 2025 ▶ 3:31 10 Unknown Apps Making $50K+ MRR (Copy Them)
Y COMBINATOR Assertion Supported
Skates: Amplitude generates $350M in annual revenue and spends nearly that much
“We're three hundred and fifty million in revenue, and, you know, we're deploying close to that in terms of total spend every year”
Spencer Skates Dec 3, 2025 ▶ 40:19 How Amplitude Went From Skeptics to “All In” on AI · Y Combinator
MY FIRST MILLION Assertion Supported
Parr: Travel startup WeRoad projects $116M revenue at 30% gross margins
“This year, they're gonna do a hundred and sixteen million in revenue. Last year, they did a hundred million in revenue. And their gross margins, he said, I could say all this, are 30%.”
Sam Parr Nov 12, 2025 ▶ 58:19 I Did Nothing For 2 Weeks. It Made Me Better At Everything.
BG2 What-if
Altman: 10x more compute would yield near 10x revenue for OpenAI
“If we had 10 X more compute, I don't know if we'd have 10 X more revenue, but I don't think it'd be that far.”
Sam Altman Oct 31, 2025 ▶ 15:00 All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
20VC Assertion Supported
Cahn: Chip makers finance AI buildouts to book revenue circularly
“The chip companies are now stepping up and saying, okay, we'll absorb some of the risk. We'll put in the capital to finance this build out where the demand on the other side is not so clear because of course the chip companies also get to book this as revenue.”
David Cahn Oct 27, 2025 ▶ 24:05 Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings
HOW I BUILT THIS Assertion Not checkable as stated
B2B sales eventually reached 20% to 25% of Nuts.com's total revenue
“It was probably 15% of our revenue or so, maybe, maybe, actually at that point, probably more. Maybe 20, 25%.”
Jeff Braverman Oct 27, 2025 ▶ 58:51 Nuts.com: Jeff Braverman. From Corner Store to Snacktime Powerhouse
Sam Cagle: Dough Guy generated over $300,000 in revenue in six months
“Since April, we've done just north of 300,000 in revenue.”
Sam Cagle Oct 16, 2025 ▶ 11:59 Advice Line with Stacy Madison of Stacy’s Pita Chips
BG2 Prediction Not checkable as stated
Gerstner: OpenAI generating $150B in 2030 revenue is 'more than plausible'
“Is it plausible they could have a hundred and fifty billion dollars of revenue in 2030, and I would argue as an investor that it's more than plausible that they could have a hundred and fifty billion in revenue, but I think it makes it very, very difficult for…”
Brad Gerstner Oct 14, 2025 ▶ 27:43 AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
BIGDEAL Insight
Sanchez: Work that fails to drive revenue or views is busy work
“Well, above and beyond in this instance means something that drives meaningful revenue or views, let's say on a video. And if it doesn't do those two things, it's actually not meaningful work. It could just be busy work.”
Codie Sanchez Sep 18, 2025 ▶ 17:27 Secret Monk Practice To Stop Anxiety & Overthinking! | Dandapani
LATENT SPACE Assertion Not checkable as stated
Yurtseven confirms Fal.ai has surpassed $100M in revenue
“And you guys are over a hundred million in revenue, right? Just, this is not, you know, just developers kind of kicking the tires. That's correct. Yeah.”
Gorkem Yurtseven Sep 8, 2025 ▶ 3:04 A Technical History of Generative Media
ALL-IN Assertion Partly supported
Calacanis: Trump tariffs generated over $150 billion in revenue in months
“They have on the other side generated over a hundred fifty billion dollars in revenue in a couple of short months.”
Jason Calacanis Sep 7, 2025 ▶ 29:46 Inside the White House Tech Dinner, Weak Jobs Report, Tariffs Court Challenge, Google Wins Antitrust
LENNY'S PODCAST Prediction Not checkable as stated
Lord: Handshake AI will exceed $100M revenue in year one
“I think we'll blow through that number, but yeah.”
Garrett Lord Aug 24, 2025 ▶ 36:43 Inside the expert network training every frontier AI model | Garrett Lord
MY FIRST MILLION Assertion Not checkable as stated
Glyman's first startup, Paribus, lost 75% of its revenue overnight.
“So in our first business, we had a day when we lost 75% of our revenue overnight.”
Eric Glyman Aug 20, 2025 ▶ 35:33 I built a billion dollar company in 18 months
20VC Disclosure
Osika: 80% of Lovable's revenue comes from complex app builders
“And 80% of people are in the first category. They're building real complex applications.”
Anton Osika Aug 18, 2025 ▶ 21:06 Lovable CEO, Anton Osika: The State of Foundation Models, Grok vs OpenAI, and Replit vs Bolt · 20VC with Harry Stebbings
PRODUCT MARKET FIT Assertion Not checkable as stated
Hedra reached $1M in revenue within its first six months
“We grew to a million in revenue relatively quickly. How fast? Like a few months, five months, six months or something.”
Michael Lingelbach Aug 18, 2025 ▶ 40:20 His Video AI app hit $10M+ ARR in Months—with 0 outbound sales. | Michael Lingelbach, Founder of ... · PMF Show
LENNY'S PODCAST Assertion Supported
Wilkinson: Tiny Generates Nearly $300M in Revenue Across Bootstrapped Portfolio
“I mean, we bootstrapped the entire business and now across all of our companies, we do almost three hundred million dollars in revenue.”
Andrew Wilkinson Jul 3, 2025 ▶ 26:14 I’ve run 75+ businesses. Here’s why you’re probably chasing the wrong idea. | Andrew Wilkinson
ACQUIRED Assertion Supported
Rosenthal: Google grew revenue over 5x from 2001 to 2002
“Yep, they more than five X revenue from 2001 to 2002, from the eighty six million to four hundred and forty million in revenue.”
David Rosenthal Jun 30, 2025 ▶ 2:23:06 Google Part I: Origins of Search. How the Best Business in Human History Happened (Audio) · Acquired
Yash Hemeraj: Revenue is the wrong progress metric for early-stage startups
“I mean, not always you find revenues. Revenue is the wrong proxy to look for, where the right proxy is to kind of look for validations, right?”
Yash Hemeraj Jun 20, 2025 ▶ 21:57 Navigating Early-Stage Enterprise AI Investments with BGV
STARTUP IDEAS Assertion Contradicted
Isenberg: PDF.ai generates at least $1M in annual revenue
“Just like, you know, the guy from, you know, pdf.ai, you know, I think this guy does, like, at least a million dollars a year in revenue, and it's just chat with any pdf document.”
Greg Isenberg Jun 13, 2025 ▶ 7:51 How I Use AI & Reddit to Find $1M+ Startup Ideas (FULL Blueprint)
Mangana: OptimaEd doubled revenue annually for three years via ESA platforms
“We do also have quite a bit of traction on the enterprise side of our business where we're selling directly to schools, and we're selling directly to districts, but the largest portion of our revenue, and we've doubled revenue every year for the last three yea…”
Adam Mangana Jun 5, 2025 ▶ 9:04 Revolutionizing Education with VR and AI: Inside Optima’s Journey with Adam Mangana
MY FIRST MILLION Assertion Supported
Lemkin: Anthropic grew from $1B to $3B in revenue in five months
“Anthropic went from one to three billion in revenue in five months. They just announced one to three billion in revenue in five months. Okay. And that is basically all infrastructure plumbing revenue.”
Jason Lemkin Jun 4, 2025 ▶ 24:16 How the smartest founders are winning in AI
20VC Disclosure
Mohan: Windsurf abandoned millions in revenue to pivot to code AI
“Despite the fact that we had, we were making a couple million in revenue off the previous business.”
Varun Mohan Jun 2, 2025 ▶ 10:58 Windsurf CEO & Co-Founder, Varun Mohan: AI's Biggest Acquisition to Date! · 20VC with Harry Stebbings
Investor Demands for Early Revenue Signal Misalignment on Viral Growth
“And I've spoken to other entrepreneurs who also really believed in this model of MBS, but they could not get it going because at some point their investors, you know, started asking, where's the revenue? But if that actually happens, it's already too late beca…”
Koen Droste May 1, 2025 ▶ 18:06 He lost 90% of his users overnight—then grew his consumer app to $10M ARR. | Koen Droste, Founder... · PMF Show
20VC Insight
Nayak: Technical debt cleanup requires evidence of revenue or customer impact
“You actually want evidence of technical debt affecting revenue, affecting customer outcomes. And you want to compile the evidence because otherwise if you don't have evidence or you just refer it to as like technical debt overall, it is just like, you can go f…”
Aatish Nayak Apr 11, 2025 ▶ 32:04 20Product: How Scale AI and Harvey Build Product | Why PMs Are Wrong: They are not the CEOs of the Product | How to do Pre and Post Mortems Effectively and How to Nail PRDs | The Future of Product Management in a World of AI with Aatish Nayak
FOUNDERS Assertion Partly supported
Raising Cane's Grew Revenue From $1.5B in 2020 to $4.5B Four Years Later
“So in 2020, the raising canes was doing 1.5 billion in revenue. Four years later, that four and a half billion.”
David Senra Apr 4, 2025 ▶ 36:36 Todd Graves and His $10 Billion Chicken Finger Dream
ALL-IN Insight
Ben Shapiro: Tariff goals of reshoring manufacturing and raising revenue are mutually exclusive
“If you're going to reshore, you're not going to raise as much revenue, for example, right? Those two things are mutually exclusive, and they're both being trotted out at the same exact time.”
Ben Shapiro Apr 4, 2025 ▶ 41:00 DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias
20VC Insight
Rangan: Pricing strategy should attract revenue rather than maximize it
“Pricing strategy should not be to chase revenue, but it should be to attract revenue.”
Yamini Rangan Mar 17, 2025 ▶ 48:27 Yamini Rangan, CEO @ HubSpot: How HubSpot Competes Against Salesforce · 20VC with Harry Stebbings
THE PITCH Disclosure
Finn-Doherty: Hardware investments require more advanced revenue traction
“I think for our firm in the hardware space, I usually look for companies that like are a bit further along from a revenue perspective, and I think That's just the risk tolerance that I personally have as an investor for hardware.”
Paige Finn-Doherty Mar 5, 2025 ▶ 31:37 Bike Theft is a $1B Crisis—Watch This Founder’s $1.5M VC Pitch
THE PITCH Prediction Not checkable as stated
HILOS projects $3M in revenue next year, $16M the following year
“Right now we're looking at three million in revenue next year from the brands we currently have signed and under contract, and we believe we have a very strong pathway to get to sixteen million the following year.”
Elias Stahl Mar 4, 2025 ▶ 9:37 #113 HILOS: Is This The Perfect Business?
THE PITCH Assertion Not checkable as stated
HILOS expects approximately $250k in revenue for the current year
“About a quarter of a million.”
Elias Stahl Mar 4, 2025 ▶ 9:53 #113 HILOS: Is This The Perfect Business?
HOW I BUILT THIS Assertion Not publicly verifiable
Lenny & Larry's revenue surged from $27M to $94M next year
“And from there, twenty seven million turned into ninety four million in revenue the next year.”
Barry Turner Feb 24, 2025 ▶ 54:40 Lenny & Larry’s Protein Snacks: Barry Turner
SAASTR Insight
SaaS Companies Should Cap Post-Sales Spending at 10% of Revenue
“I tell companies all the time, 10%. That's the number. You have 10% of your revenue that you can spend on all things post sales. And I can debate what's in there or not in terms of the menu we talked about. But ultimately, if you're going to run a business tha…”
Abbas Haider Ali Feb 5, 2025 ▶ 8:37 How to Build a World-Class Customer Success Org: Lessons from Notion's CRO and GitHub's VP of CS
SAASTR Insight
Norton: Revenue Is Driven by Pipeline and Conversion, Not Rep Count Times Quota
“And it's not the key mistake people here, people tend to make here is they assume that it's the number of reps times the quota I give them is the revenue that they produce. That's not really how revenue works. It's the pipeline that you generate. The ability f…”
Kyle Norton Jan 29, 2025 ▶ 32:49 The RevOps Playbook: Owner.com CRO’s Secrets to Scaling
Moubeche: Tie software to customer revenue to become synonymous with success
“If you can tie any of your software or product or service to the revenue people are going to make, your product becomes associated with success.”
Guillaume Moubeche Dec 17, 2024 ▶ 9:54 The Underdog: He Turned His Last $1,000 Into $150M
20VC Assertion Supported
Benioff: Salesforce Guides to $38B Revenue and $12.9B Cash Flow
“We had a great quarter, Harry. We delivered, you know, clear guidance to thirty eight billion in revenue this year, 12.9 billion in cash flow 32.9% margins.”
Marc Benioff Dec 9, 2024 ▶ 5:21 Marc Benioff, Salesforce Founder: Why Salesforce Isn't Hiring Software Engineers | E1236 · 20VC with Harry Stebbings
PRODUCT MARKET FIT Assertion Not checkable as stated
Wyre scaled from single-digit millions to $50M in revenue within months
“We went from maybe like a few million in revenue to doing like fifty million in revenue within like two or three months.”
Yanni Giannaros Dec 9, 2024 ▶ 37:53 He grew to $90M ARR, was about to exit for $1.5B—and then, it all fell apart. | Yanni Giannaros, ... · PMF Show
ACQUIRED Assertion Supported
Rosenthal: Facebook generated $9 million in revenue in 2005
“So Facebook had made nine million dollars in revenue in 2005 when they were selling themselves.”
David Rosenthal Oct 28, 2024 ▶ 2:02:28 Meta (Audio) · Acquired
ACQUIRED Assertion Supported
Rosenthal: Facebook revenue reached $48 million in 2006
“In 2006, with this Microsoft partnership, that jumps to forty eight million dollars in revenue.”
David Rosenthal Oct 28, 2024 ▶ 2:02:46 Meta (Audio) · Acquired
ACQUIRED Assertion Supported
Rosenthal: Facebook reached $153 million in revenue in 2007
“And then the next year in 2007, again, I think almost all of this is Microsoft, that goes to a hundred and fifty three million dollars in revenue.”
David Rosenthal Oct 28, 2024 ▶ 2:02:57 Meta (Audio) · Acquired
SOURCERY Assertion Not checkable as stated
Socher: You.com revenue is doubling every quarter this year
“Revenues doubling every quarter this year and it's becoming really meaningful now.”
Richard Socher Oct 25, 2024 ▶ 38:57 Former Chief Scientist at Salesforce, Richard Socher | You.com, LLMs, AI Agents, Complex Work · Sourcery with Molly O'Shea
Shan-Lyn Ma: Post-revenue fundraising shifts from vision to financial returns
“Once you start to drive revenue, have real metrics, of course, you know, the fundraising pictures shift from being all about the dream, and the vision, and the market opportunity, to being about what has the business done, what is it going to do, and how much …”
Shan-Lyn Ma Oct 24, 2024 ▶ 15:57 Disrupting the wedding industry, with Zola’s Shan-Lyn Ma | Masters of Scale

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