annual recurring revenue
also referred to as: arr
28 statements across 24 episodes · 11 bullish · 1 bearish · 22 people on the record · first statement Mar 8, 2024 by Pablo Srugo · across every show →
Everything said about annual recurring revenue, oldest first
Mar 8, 2024
Srugo: Do Not Expand Markets When Scaling From $1M to $2M ARR
“You're going from one to two million ARR. I can guarantee you the right way to do it is not By, you know, going, opening up a new market, opening up a new city, opening up a new vertical. It's by doubling down and tripling down, unless you actually don't have …”
Apr 1, 2024
Apr 15, 2024 positive
May 20, 2024
Articulating TAM and market share matters more to VCs than early ARR
“I think that matters more than what your ARR is in the aggregate, or if you're a first-timer, a second-timer, a third-time founder, can you articulate the business you have And the industry you're building it for can you articulate a plan where you can be 50%,…”
Jul 29, 2024 bullish
Oct 14, 2024 positive
Strategic corporate investors back deep tech for differentiation, not ARR growth
“Their investment census is more around, hey, are you looking here at the really differentiated technology? Could that be a winning game rather than is that going to wreck on an ARR the fastest? They're not necessarily it's not a hundred percent financial. And …”
Nov 25, 2024 neutral
Nov 25, 2024 positive
Jan 30, 2025
Palafox: HappyRobot reached $50K ARR before pivoting away
“We continue like getting some traction and we got to a point where like we had like a 50 K in ARR, like something that obviously is like hard, but also like in retrospect, like stupid, like it is like, we were feeling so proud, like people are actually paying,…”
Feb 10, 2025
Feb 20, 2025
Mar 13, 2025 bullish
Jul 14, 2025 positive
Brigit reached $20M ARR via a $10 monthly subscription model
“It was an opt-in feature, and that helped us to get from our first zero to 10 to twenty million in ARR, because people found it significantly cheaper, as you can imagine. It was a 10 dollar monthly subscription for all you can need, and there are other product…”
Jul 17, 2025
Aug 21, 2025 neutral
Walker: Median Series A ARR rose from $1M in 2021 to $3M in 2024
“So it used to be in 20, 21, that the median amount of CAT or median amount of ARR for a Series A company is like just above one million bucks. In 20, 24, that was nearly three million dollars. And on the top quartile, so 75th percentile ARR used to be in 21, a…”
Nov 10, 2025 neutral
Fradin: Dynamic Signal reached multiple millions in ARR within 18 months
“One year, 18 months in, it was probably five or six million dollars in ARR, which, you know, by today's standards is nothing, obviously, but this is a long time ago. Maybe it was three or four, but it was multiple single digit millions of ARR.”
Nov 10, 2025
Nov 27, 2025 neutral
Dec 11, 2025 neutral
Juicebox stalled at a flat, high-churn $200k ARR until early 2024
“I think revenue at that point was, like, 200 K in ARR or so, but it was, like, this very, like, churny 200 K in ARR and it was basically flat. Like maybe growing a tiny bit here or there, but no meaningful changes. And that carried all the way through to like …”
Dec 29, 2025 bullish
Feb 10, 2026 positive
Madheswaran: Eve reached $1M ARR in Q1 post-GA and rapidly added millions
“I think from when we GA'd the first quarter, we GA'd probably end of 20, 23, probably early January. The first quarter, I think we had a million in ARR already for that product. And I think the two months after that, we had another million, and a month after t…”
Mar 9, 2026 bullish
Mar 12, 2026 bullish
Mar 19, 2026 bearish
Haroun: ARR is no longer the right primary metric for AI startups
“I don't think it's actually the right metric, like the single right metric to focus on anymore, because there's a lot of examples with these LLM wrapper companies where it's like temporarily you can appear to be magic for a lot of the market who either doesn't…”
Mar 19, 2026
Mar 19, 2026
Apr 27, 2026
Aug 31, 2026 bullish
Antos: Within generated $350K ARR in five weeks and $1M the next quarter
“We did, like, three 50 K or so, maybe even a little bit more of ARR in the, like, first, not even six weeks, like, five weeks on this thing. And then, like, we backed it up, like, the next quarter we did, like, over a million.”