Tenex

“So if you look at Tenex growing from zero to forty million ARR in one year, which is insane. It's literally on a track to be like the next whiz.”

“What we've hired a huge amount of hyperscaler software engineers. It's one of our big differentiators over the rest of our competitors in the managed security services industry is like I've invested in these world-class software engineers that none of my compe…”

“We're going to close this first year. It's still a little bit of time left, but we'll probably land this first year, call it forty three million in revenue.”

“We went from first contact to them to contracting in less than 60 days. From the first time we met with them to a signed contract in less than 60 days”

“I think most of the other AI SOC software companies are going to end up either trying to become services companies, which they're going to fail miserably at because they've never actually built or run services companies. And guess what? It's way harder than yo…”

“The vast majority of our first customers were all global 2000. You know, our first 10 customers, half of them were publicly traded fortune 500 companies.”

“One big cluster sitting right around 500 K and there's one big cluster sitting right around a hundred K and it's a, you know, double bell curve.”

“We are probably a third of our business is like direct outbound sales. About a third of our business comes through the channel where we've got other partners bringing us and then about a third, and it's actually probably more like 20%. So if you looked at it, …”

“We will probably have more than one engineer make million dollars cash next year based on this model. And that is just with story point compensation. It's very likely that we will have more than a handful of folks make more than a million dollars next year.”

“We feel pretty strongly in like high structure allows for agents to work autonomously for longer. And so our default stack is TypeScript front end TypeScript back end with a shared file where, or a shared folder where all of our shared types and schemas and th…”

“Today it's human bound, a hundred percent.”

“So most of the revenue comes from engineering, but our fastest growing part of the business is AI transformation.”

“How do we use that to sign 12 month contracts that is highly retentive, highly recurring, and we use that as the Trojan horse to do transformation work after having that line of business.”

“Our clients pay us based on output, and our engineers are paid on output as well. And the reason that is so valuable is we can hire truly the best engineers I've ever worked with, because just as an example, like our best engineer will make a million bucks in …”

“No one on our team actually types letters into an IDE. If I walk through a WeWork and I see someone typing letters in an IDE, they're working in like, 1990, right?”

“It's basically if traditional dev orgs or dev shops are labor arbitrage, we're intelligence arbitraging.”

“Half of our clients have come through these free AI diagnostics we do. And so we run these diagnostics. They take two weeks. Most of it's been automated. The only thing that's not automated is basically three hours of stakeholder interviews, but half of those …”

“All of our businesses come through LinkedIn, not Twitter.”

“To that I say, basically, if you have a free or near free junior employee and you can't, and you have unlimited versions of this, you could spin up infinite numbers of these near free junior employees. If you can't find a way to generate leverage from that, th…”

“We have the margin down to the day, like we know our margin per employee because we're, we generate, we charge on output and we pay on output and everyone's aligned.”

“Ultimately the goal is to build kind of 10 X media on top of 10 X, where there's only one place that executives go to make AI more actionable.”

“And so what I'm aiming to do with all of my businesses now, whether it's Storyarb, whether it's Tenex, whether it's Growth Pair, is to set up channel partnerships.”

“I think Tenex just as a, an agency business can be a hundred million dollar a year business because I view the opportunity for AI transformation to basically be the GDP of the United States.”