Airtable

“It's as if every application that you built in Airtable, whether it's used to track job applicants or a web wedding planning event it's as if each of those apps comes with its own API.”

“In Airtable, we spent a lot of time up front investing in the first real-time synchronized relational database engine out there.”

“The intent here for us is to create kind of a Lego block of, ah, you know, of software or of databases That allows any non-technical end user to go and create the perfect data schema that maps to their business over time.”

“So there are many different long tail categories that we believe are too small of a market for any, you know, single dedicated company to really build a great vertical product around.”

“I use Airtable for instance, to track, you know, a lot of earnings calls of our customers. So, you know, I kind of have my own super CRM of customers that I'm directly engaging with”

“Think like old school companies like Pegasystems, right. That are really tackling very complex business processes. But in a very brittle way, right? Like once you implement something on Pega, you're not iterating on that, like on a daily or even monthly or eve…”

“We have, you know, still a billion of capital nearly in, in the balance sheet and like, you know, we're now profitable.”

“The fact that no code by definition means that the output of the Turing bot, the AI builder, Is actually in a form that a non-technical user can understand. So the very person who's asking the AI to generate the app can then understand fully its outputs.”

“50% of the Fortune 500 are paid customers.”

“You know, which is not to say you have to be PLG to start with, but I think every PLG company, and this is true, whether you started in Zerp or after I don't think it's going away, but I think if you start with PLG, you will eventually run into an asymptote of…”

“500,000 organizations use Airtable.”

“We've been growing revenue every single month, like of our existence”

“What I wish I knew at the time of each of these phases is to take advice from people who are as close to the next phase, the next immediate phase of the company and the problems that we need to solve as possible versus taking advice from people who are too far…”

“We also are forecasting a next 12 month revenue growth rate of also top decile growth.”

“We got more virality driven by expansion within enterprises, real large companies. Right. And you know, seeing like that initial user go to five to 10 to 50 to hundreds to thousands that actually drove a lot of our PLG. So PLG actually for us happened as much …”

“And as of Q four of this past year, and now we just completed Q one, we are cashflow positive as a business.”

“We're in the hundreds of millions of revenue, and we would have ended last year as a top decile grower amongst public SaaS companies.”

“I think it's very difficult to create anything relevant if we were to train our own foundation model.”