.5

5 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Feb 10, 2025 by Alon Arvatz · across every show →

Everything said about .5, oldest first

Feb 10, 2025
Disclosure
Arvatz forfeited most of his IntSights earnout holdback to start PointFive
“Yes, we actually had, like two and a half like retention period, ok? And we gave most of the holdback, ok, to go and start .5.”
Alon Arvatz Feb 10, 2025 ▶ 37:45 He exited for $335M—& felt "emptiness". So he quit, gave up millions in earnout, & grew to $1M AR... · PMF Show
Feb 10, 2025
Assertion Supported
PointFive raised a $6M SAFE followed by a $20M funding round
“And another six in SAFE a few months later, and then we just closed another twenty million round a few months ago.”
Alon Arvatz Feb 10, 2025 ▶ 41:53 He exited for $335M—& felt "emptiness". So he quit, gave up millions in earnout, & grew to $1M AR... · PMF Show
Feb 10, 2025 bullish
Assertion Not checkable as stated
Enterprises pay up to seven figures for cloud-cost optimization software
“Like we talked to dozens of customers and evaluated the big enterprise will pay high six figures for a solution like that. And even seven figures for the bigger enterprises.”
Alon Arvatz Feb 10, 2025 ▶ 33:20 He exited for $335M—& felt "emptiness". So he quit, gave up millions in earnout, & grew to $1M AR... · PMF Show
Feb 10, 2025
Assertion Not checkable as stated
IntSights reached product-market fit within three months of starting sales
“So first of all, I think that actually at Insights, we had a faster product market fit. So I think like within like, you know, two or three months really felt like, you know, we have a good fit since we, you know, started selling.”
Alon Arvatz Feb 10, 2025 ▶ 50:01 He exited for $335M—& felt "emptiness". So he quit, gave up millions in earnout, & grew to $1M AR... · PMF Show
Feb 10, 2025 positive
Insight
Arvatz prefers 8% in a market leader over 15% in third place
“And I also think there is a huge merit to being number one in your market. I prefer I don't know. I prefer eight percent in a company that is number one in its market than 15% in a company that is number three or four.”
Alon Arvatz Feb 10, 2025 ▶ 44:22 He exited for $335M—& felt "emptiness". So he quit, gave up millions in earnout, & grew to $1M AR... · PMF Show
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