The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Competitors Vena, Cube, and DataRails face acute churn problems
“So on Vena and Cube and Data Rails. And so their churn problems are like fairly acute and we get people switching from them all the time.”
a16z told Sandbox VR to plan for two-year COVID disruption in 2020
“They told us that, no, you need to plan for two years. Nobody was planning for two years in March of 2020.”
Chen: Sandbox VR reached $100M revenue, 1,000 employees, and profitability post-COVID
“You know, after COVID, it's doing a hundred million dollars a year. We have a thousand employees and profitable.”
Siqi Chen was Y Combinator's very first dropout
“I was Y Kilometer's very first dropout, and Y Kilometer was not cool.”
Chen: Figma took six years to reach $1M ARR
“It was six years for Figma to get to one million dollars in AR.”
Chen: Runway generated 7M launch-day impressions and used GPT to qualify leads
“I think we had about seven million impressions on launch day, and on our website, I think, two years ago, it was about five million, and leads were coming in so fast that I had to build a GPT automation that would qualify leads automatically, because we'd lite…”
Chen: Runway signed $1M in ARR within three days of launch
“It was within the next three days or so.”
Chen: Sandbox VR was Andreessen Horowitz's first overseas investment
“Yeah, so they led our series A at Samba. So we were Andreessen's very first overseas investment.”
Chen: Sandbox VR had $20M ARR run rate before COVID
“Yeah, we were on a twenty million dollar a year run rate at that time.”
Chen: Figma, Notion, Airtable, and Coda took 3.5 to 5 years to launch
“When I look at the most valuable companies that, products that I admire, Figma, Notion, Airtable, Coda, all of these were three and a half to five years to launch.”