Observe.ai
also referred to as: observe ai
24 statements across 2 episodes · 9 bullish · 8 bearish · 3 people on the record · first statement Feb 22, 2025 by Sharath Narayana · said 99 times in 3 episodes since 2020 · across every show →
Mentions by year
brought up most by Sharath Narayana (55), Siddhartha Ahluwalia (4), Jishnu Bhattacharjee (2)
tap a year for its mentions
2026 38 mentions in 1 episode
2025 55 mentions in 1 episode
Everything said about Observe.ai, oldest first
Feb 22, 2025
Feb 22, 2025
Feb 22, 2025 bullish
Feb 22, 2025
Narayana: All seven funding rounds at Observe and Sanas were preempted
“And I think across Observe and Sanus, Every single round we've raised has been a preempted round. We've never prepared a data room, prepared for a formal fundraising process, and I think this is true across almost four different rounds at Observe and three dif…”
Feb 22, 2025 bullish
Narayana: Observe.ai hit $20M ARR with 50 customers before SoftBank investment
“March of 2019 is when we went to market and there was this great good story when zero to almost two two to almost seven, seven to almost 18 when SoftBank came in and invested at almost a billion dollar valuation. So three years of extraordinary growth. Our ave…”
Feb 22, 2025 bullish
Feb 22, 2025 positive
Ahluwalia: Narayana co-founded two companies with $20M+ ARR and $500M+ valuations
“You are one of the very few founders that I know who has built like two companies, which are Make more than twenty million in revenues. Each one of them almost more than five hundred million in valuations in each of these companies.”
Aug 14, 2026 negative
Jain: Indian SaaS startups cannot enter the US by just hiring reps
“And a lot of times what founders end up doing is they say, okay, it's so easy. I just hired two sales rep in the US. And I'm like, never, it's never, ever going to work because it's not just about your sales. Your entire company is meant and built For Indian n…”
Aug 14, 2026
Aug 14, 2026 negative
Aug 14, 2026
Jain: App software CEOs must master sales, marketing, product, and engineering
“Unless you are a deep infrastructure company where the CEO could be very, very technical, In an application stack company, the CEO needs to be a great marketer, great seller, great visionary, great product person, know about engineering, know about everything.…”
Aug 14, 2026 positive
Aug 14, 2026 neutral
Jain: I am running Observe AI in a wartime founder mode
“I'm almost running Observe and because it's Observe two point O in like a hard founder and a wartime mode, and also I would almost say like a seed to series A company. I'm not running this like a 250 people company or a series C mature scaled company.”
Aug 14, 2026 neutral
Aug 14, 2026 bullish
Aug 14, 2026 bearish
Aug 14, 2026 positive
Jain: Voice AI for customer service has a larger TAM than sales
“As I spend more, more time in there, I very quickly realized that it's not that big of a TAM and that world is ending very, very fast. On the other side, Sharath had spent a lot of time in Philippines in his previous job, so he convinced me that no, customer s…”
Aug 14, 2026 bearish
Aug 14, 2026 positive
Jain: Observe AI stopped selling its legacy product to force a pivot
“We almost like, yeah, we stopped selling. We incentivize all of our sellers and marketing team to just focus on newer products. We still get demand for our older product, but we've also transformed that to agents. So now we are selling agents.”
Aug 14, 2026 positive
Jain: Observe AI spent 18 months replatforming into autonomous AI agents
“Now everyone is 2.2. We've been on the journey for a bit now. Right. So everybody is now observe 2.2. We took the older product, right. That we built completely replatformized it. It's now all agents and whatever new builds all agents anyway, sellers are all a…”
Aug 14, 2026 negative
Jain: Observe AI's only Indian customer ghosted a $500K contract
“We've ever, we only ever, ever sold to one Indian customer, and that's because it came from an investor, a mutual investor, a great brand in India public, they recently went public, so all, all amazing things. They were a customer very large customer, got it l…”
Aug 14, 2026 negative
Aug 14, 2026 bearish
Jain: Sierra and Decagon's reported ARR is contracted, not deployed at scale
“And the reality of a lot of, in full reality, a lot of the so-called ARR that you see with some of these companies that you mentioned is actually contracted ARR. So none of this is ever actually deployed in production at scale. Find me one real customer from a…”
Aug 14, 2026 negative
Jain: I underestimated LLMs and should have pivoted a year earlier
“I feel like I was a little too late in the two point of transformation. Maybe we should have done a year earlier. So I could have done this sooner. I think I, Underestimated the power of LLMs and the power of where, where the very eyes going in general.”