“There are no new industries, generally speaking. You can debate on the AI space, but generally speaking, there's not new industries. There's just new versions of the same industry, and Century was in that.”
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More from David Cramer
Opinion
Cramer: Founders can turn almost any software into a $100M business today
“You can basically turn anything into a hundred million dollar business these days. Like the technology is really big. The world's really big, you know, as long as we don't figure out tariffs on technology. And so I think you actually don't even have to think t…”
David CramerJun 19, 2025▶ 25:44How rejecting conventional wisdom grew Sentry to a $3 billion company | David Cramer (Co-founder)
“We have this tracing product. It is, you know, something, it's at least 20% of our business. At our scale, you would call that, like, at least a good entry level success. And I would tell you, I don't think the product is very good. I don't think it remotely h…”
David CramerJun 19, 2025▶ 1:02:34How rejecting conventional wisdom grew Sentry to a $3 billion company | David Cramer (Co-founder)
Opinion
Cramer: Dropbox looks like an innovation failure despite its strong revenue
“Even though I would largely say Dropbox looks like a failure from the outside, like, or to me, from my point of view of like, they haven't really done much. They make a lot of money. And so it's a successful business, you know, just like IBM somehow is still a…”
David CramerJun 19, 2025▶ 1:07:48How rejecting conventional wisdom grew Sentry to a $3 billion company | David Cramer (Co-founder)
Disclosure
Cramer: Sentry targets every customer of rival startups reaching $10M ARR
“If you get, I don't know, say your ten million in revenue, we will come after every logo you have. We haven't done it that much, but we have gone after two companies, and they basically don't exist anymore.”
David CramerJun 19, 2025▶ 1:38:01How rejecting conventional wisdom grew Sentry to a $3 billion company | David Cramer (Co-founder)
“Uber actually did pay for a year for a support contract. And it was a lot of money. It was a big, big contract for us. And we did, we chose to not renew it. And I'm like, I don't want to be in that business. I don't want to sell on-prem software. I don't want …”
David CramerJun 19, 2025▶ 38:49How rejecting conventional wisdom grew Sentry to a $3 billion company | David Cramer (Co-founder)
Insight
Cramer: Open source commoditizes markets by gutting competitor monetization
“If we don't make money, nobody will make money in this industry because we will gut the whole thing. And that was the entire strategy of like, you know what? It's okay that Uber doesn't pass because Uber's not gonna pay anybody. And we've just removed that. An…”
David CramerJun 19, 2025▶ 39:55How rejecting conventional wisdom grew Sentry to a $3 billion company | David Cramer (Co-founder)
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