AppDynamics

8 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Nov 19, 2025 by Jyoti Bansal · said 17 times in 1 episodes since 2025 · across every show →

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brought up most by Jyoti Bansal (12), Brett Berson (5)

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Everything said about AppDynamics, oldest first

Nov 19, 2025
Disclosure
Board misalignment over long-term vision was a factor in selling AppDynamics
“But if I have investors who don't want to do that for the longterm, we want to do in something different vision for what the company should be. Then you're kind of misaligned and that creates a big execution and uncertainty and risk. Unfortunately, we had thos…”
Jyoti Bansal Nov 19, 2025 ▶ 39:05 How Harness runs 16 “startups within a startup” at scale | Jyoti Bansal (Co-founder and CEO)
Nov 19, 2025
Assertion Not checkable as stated
Cisco escalated its AppDynamics buyout offer to 2.5x the IPO price
“And this conversation started three days before the IPO Cisco came in and said, you know, we'll, we'll pay you more than you. The price you will list. And we said, no, it's, we'll go IPO. Said, no, they came with another price, which is like, we'll pay you mor…”
Jyoti Bansal Nov 19, 2025 ▶ 37:19 How Harness runs 16 “startups within a startup” at scale | Jyoti Bansal (Co-founder and CEO)
Nov 19, 2025
Assertion Not checkable as stated
AppDynamics signed Netflix as its third customer during the streaming transition
“In AppDynamics, our customer number three was Netflix. And Netflix was just transitioning. And it sounds like an old time ago, very long time ago now, they were just starting to transition from DVD company to a streaming company.”
Jyoti Bansal Nov 19, 2025 ▶ 7:19 How Harness runs 16 “startups within a startup” at scale | Jyoti Bansal (Co-founder and CEO)
Nov 19, 2025
Assertion Not checkable as stated
Jyoti Bansal faced 30 venture capital rejections while raising for AppDynamics
“About three months. And I got a lot of rejections. I got about 30 rejections.”
Jyoti Bansal Nov 19, 2025 ▶ 34:18 How Harness runs 16 “startups within a startup” at scale | Jyoti Bansal (Co-founder and CEO)
Nov 19, 2025
Disclosure
Jyoti Bansal spent 25% of his time managing a broken AppDynamics board
“I probably spend, like, One to two percent of my time managing the board in Harness or maybe not even that. In AppDynamics, I had like a kind of a broken board dynamic that I had to spend like. 25% of time, my time managing the board and the shielding our team…”
Jyoti Bansal Nov 19, 2025 ▶ 40:08 How Harness runs 16 “startups within a startup” at scale | Jyoti Bansal (Co-founder and CEO)
Nov 19, 2025
Disclosure
AppDynamics fired Netflix as a customer to protect its engineering capacity
“Some point in time, and that was the hardest decision I probably ever made, we decided to lose them. They were so much bigger than our customer number, you know, like they were customer number one in terms of their size, and our customer number two to 20 combi…”
Jyoti Bansal Nov 19, 2025 ▶ 7:58 How Harness runs 16 “startups within a startup” at scale | Jyoti Bansal (Co-founder and CEO)
Nov 19, 2025
Assertion Not checkable as stated
The first AppDynamics term sheet required hiring an outside business CEO
“Actually my first term sheet I got, it came with a condition that a business co-founder has to join a CEO.”
Jyoti Bansal Nov 19, 2025 ▶ 34:31 How Harness runs 16 “startups within a startup” at scale | Jyoti Bansal (Co-founder and CEO)
Nov 19, 2025 positive
Insight
Category leaders win on superior sales culture rather than pure product
“Normally what happens is like the number one company Is number one, not just because they have great product, but because they also have a very strong sales culture and DNA. No, most of the time you do want someone who is like spent. So they know what good sal…”
Jyoti Bansal Nov 19, 2025 ▶ 27:14 How Harness runs 16 “startups within a startup” at scale | Jyoti Bansal (Co-founder and CEO)
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