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annual recurring revenue

also referred to as: arr

4 statements across 4 episodes · 4 bullish · 0 bearish · 4 people on the record · first statement Dec 2, 2024 by Eric Simons · across every show →

Everything said about annual recurring revenue, oldest first

Dec 2, 2024 bullish
Assertion Not checkable as stated
Simons: Bolt.new is adding $500,000 in ARR per day
“The past couple of days have been like, you know, half a million of error per day, just, I mean, which, you know, insane.”
Eric Simons Dec 2, 2024 ▶ 1:01:07 0 to over $8M ARR in 2 months as a Claude Wrapper (Bolt.new, Qodo)
Dec 13, 2024 bullish
Assertion Not checkable as stated
Ramachandran: Codeium reached $10M enterprise ARR in under a year
“Like I don't think we go from zero to ten million ARR in less than a year in an enterprise product if we don't have a product that developers love.”
Anshul Ramachandran Dec 13, 2024 ▶ 41:00 Windsurf: The Enterprise AI IDE
Jul 11, 2025 bullish
Assertion Supported
Speak has surpassed $50 million in annual recurring revenue
“In terms of revenue scale, well over fifty million ARR.”
Andrew Hsu Jul 11, 2025 ▶ 14:29 Personalized AI Language Education — with Andrew Hsu, Speak
Aug 18, 2025 bullish
Assertion Supported
Agrawal: Lambda Labs generates well over $500M in ARR
“Really grew the company from zero dollars in revenue all the way to where it is now well over half a billion in ARR, right?”
Mitesh Agrawal Aug 18, 2025 ▶ 2:45 ⚡️Accelerators @ 3x NVIDIA H200 perf, Made in the USA - Thomas Sohmers + Mitesh Agrawal, Positron AI
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